Duke Energy Corporation — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Duke Energy Corporation (EIN 20-2777218) is a plan sponsor located in Charlotte, NC with 9 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 20-2777218
- Location
- Charlotte, NC
- Loaded plans
- 9
- Total reported participants
- 192,353
- Total reported plan assets (EOY)
- $25,076,390,000
- Plans with financial data
- 6
- Plans with provider compensation
- 7
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Duke Energy Retirement Savings Plan | 002 | 36,467 | $10,354,065,000 | 2023 |
| Duke Energy Corporation Master Trust | 005 | 0 | $7,298,500,000 | 2023 |
| Duke Energy Retirement Cash Balance Plan | 001 | 18,156 | $4,026,400,000 | 2023 |
| Duke Energy Legacy Pension Plan | 012 | 25,324 | $3,372,100,000 | 2023 |
| Duke Energy Retiree Health & Welfare Benefit (Financed) Plans | 503 | 38,446 | $25,325,000 | 2023 |
| Duke Energy Active Health & Welfare Benefit (Financed) Plans | 502 | 28,800 | $0 | 2023 |
| Duke Energy Active Health & Welfare Benefit Plans | 505 | 36,296 | not reported in the loaded dataset | 2023 |
| Duke Energy Retiree Health & Welfare Benefit Plans | 504 | 8,630 | not reported in the loaded dataset | 2023 |
| Duke Energy Severance Plan | 587 | 234 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Duke Energy Severance Plan | 234 | — | 20240417084924NAL0004444146001 |
| 2023 | Duke Energy Active Health & Welfare Benefit (Financed) Plans | 28,800 | H, C | 20241010164710NAL0010277491001 |
| 2023 | Duke Energy Retirement Savings Plan | 36,467 | H, C | 20241010164909NAL0034799968001 |
| 2023 | Duke Energy Active Health & Welfare Benefit Plans | 36,296 | C | 20241011141422NAL0043943714001 |
| 2023 | Duke Energy Retiree Health & Welfare Benefit Plans | 8,630 | — | 20241011141549NAL0022911985001 |
| 2023 | Duke Energy Retirement Cash Balance Plan | 18,156 | H, C | 20241013140555NAL0024792305001 |
| 2023 | Duke Energy Legacy Pension Plan | 25,324 | H, C | 20241013140658NAL0025889041001 |
| 2023 | Duke Energy Corporation Master Trust | 0 | H, C | 20241013140823NAL0024794945001 |