2023 Form 5500 filing — Xcel Energy Inc. Master Pension Trust

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015021154NAL0048014896001) for Xcel Energy Inc. Master Pension Trust, reported by Xcel Energy Inc under EIN 90-1071182 and plan number 010. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 4 · 2023

Filing snapshot

Net assets (EOY)$2.7BReported net assets$2,690,252,602
ParticipantsNot reported
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241015021154NAL0048014896001
Plan sponsor
Xcel Energy Inc
EIN
90-1071182
Plan number
010
Location
Minneapolis, MN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.7B total assets
Net assets$2.7BLiabilities$3M
Money in vs. money out
Total income / additions$258.1M
Total expenses$0
Benefits paid / distributions$0
Full reported line items
Total assets (EOY)
$2,693,233,748
Total liabilities (EOY)
$2,981,146
Net assets (EOY)
$2,690,252,602
Total income / additions
$258,146,381
Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$258,146,381

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015021154NAL0048014896001 cover?
It is the 2023 Form 5500 filing for Xcel Energy Inc. Master Pension Trust, reported by Xcel Energy Inc (EIN 90-1071182).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages