Xcel Energy Inc — 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, Xcel Energy Inc (EIN 41-0448030) is a plan sponsor located in Minneapolis, MN with 3 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
- 41-0448030
- Location
- Minneapolis, MN
- Loaded plans
- 10
- Total reported participants
- 56,639
- Total reported plan assets (EOY)
- $7,336,857,769
- Plans with financial data
- 10
- Plans with provider compensation
- 9
- 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 |
|---|---|---|---|---|
| Xcel Energy 401(K) Savings Plan | 003 | 13,450 | $2,948,298,914 | 2023 |
| Xcel Energy Pension Plan And Xcel Energy Pension Plan For Bargaining Employees | 001 | 11,688 | $1,315,629,787 | 2023 |
| New Century Energies, Inc. Retirement Plan For Public Service Company Of Colorado Bargaining Unit Ees And Former Non-Bargaining Unit Ees | 008 | 6,502 | $918,869,880 | 2023 |
| New Century Energies, Inc. Employees' Savings And Stock Ownership Plan For Bargaining Unit Employees And Former Non-Bargaining Unit Employee | 005 | 2,285 | $537,922,861 | 2023 |
| Xcel Energy Inc. Employee Welfare Benefit Plan | 550 | 17,305 | $409,622,436 | 2023 |
| New Century Energies, Inc. Retirement Plan For Southwestern Public Service Co. Bargaining Unit Ee And Former Non-Bargaining Unit Employees | 009 | 2,179 | $361,617,501 | 2023 |
| Xcel Energy Inc. Master Trust | 013 | not reported in the loaded dataset | $306,042,777 | 2023 |
| Xcel Energy Inc. Non-Bargaining Pension Plan (South) | 007 | 1,625 | $194,290,438 | 2023 |
| Nuclear Management Company, LLC Nmc Savings And Retirement Plan | 012 | 549 | $185,317,333 | 2023 |
| New Century Energies, Inc Employee Investment Plan For Bargaining Unit Employees And Former Non-Bargaining Unit Employees | 006 | 1,056 | $159,245,842 | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | New Century Energies, Inc Employee Investment Plan For Bargaining Unit Employees And Former Non-Bargaining Unit Employees | 1,056 | H, C | 20240625044837NAL0007490161001 |
| 2023 | New Century Energies, Inc. Employees' Savings And Stock Ownership Plan For Bargaining Unit Employees And Former Non-Bargaining Unit Employee | 2,285 | H, C | 20240625044945NAL0007491329001 |
| 2023 | Nuclear Management Company, LLC Nmc Savings And Retirement Plan | 549 | H, C | 20240625045440NAL0006906689001 |
| 2023 | Xcel Energy 401(K) Savings Plan | 13,450 | H, C | 20240625045550NAL0007496065001 |
| 2023 | Xcel Energy Inc. Master Trust | not reported in the loaded dataset | H | 20241003092256NAL0016746960001 |
| 2023 | New Century Energies, Inc. Retirement Plan For Southwestern Public Service Co. Bargaining Unit Ee And Former Non-Bargaining Unit Employees | 2,179 | H, C | 20241015023456NAL0015786291001 |
| 2023 | New Century Energies, Inc. Retirement Plan For Public Service Company Of Colorado Bargaining Unit Ees And Former Non-Bargaining Unit Ees | 6,502 | H, C | 20241015030917NAL0056002290001 |
| 2023 | Xcel Energy Inc. Non-Bargaining Pension Plan (South) | 1,625 | H, C | 20241015032910NAL0027604337001 |