Pacific Gas And Electric Company Retirement Plan — Form 5500 plan (Pacific Gas And Electric Company)

Plain-English plan 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, Pacific Gas And Electric Company Retirement Plan is a benefit plan reported by Pacific Gas And Electric Company under EIN 94-0742640 and plan number 001. The latest loaded filing year is 2023. The filing reports 52,505 participants and $21,409,543,510 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pacific Gas And Electric Company
EIN
94-0742640
Plan number
001
Plan type
2
Location
Oakland, CA
Latest filing year
2023
Participants
52,505
End-of-year plan assets
$21,409,543,510

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202352,505H, C20241004191824NAL0012693105001
202356,473H, C20241014220847NAL0054068162001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,980,531,142
Total liabilities (EOY)
$58,784,311
Net assets (EOY)
$17,921,746,831
Net assets (BOY)
$17,002,891,640

Income & contributions

Employer contributions
$327,000,000
Participant contributions
$1,037,763
Total contributions
$328,037,763
Total income / additions
$1,914,355,561

Expenses & distributions

Benefits paid
$958,593,963
Administrative expenses
$36,906,407
Total expenses
$995,500,370
Net increase / (decrease)
$918,855,191

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Russell Implementation SvcsN/A$4,571,672$02023
Willis Towers Watson Us LLCNONE$4,435,452not reported in the loaded dataset2023
Numeric Investors LLCN/A$3,736,808$02023
Blackrock Institutional TrustN/A$2,619,693not reported in the loaded dataset2023
Numeric Investors LLCNONE$2,534,210$02023
PimcoN/A$2,524,985$02023
T. Rowe PriceN/A$2,303,487$02023
Nisa Investment Advisors, LLCNONE$2,215,129not reported in the loaded dataset2023
PimcoNONE$2,210,374$02023
Blackrock FinancialNONE$2,192,627$02023
Oaktree Capital Mgmt LpN/A$2,163,346not reported in the loaded dataset2023
Nisa Investment Advisors, LLCN/A$2,148,845not reported in the loaded dataset2023
Invesco Core Real EstateN/A$2,115,392not reported in the loaded dataset2023
Prudential Insurance Co.N/A$2,025,520$02023
Dodge & CoxN/A$2,004,572$02023
Dodge & CoxNONE$1,952,722$02023
Conduent Hr Services, LLCN/A$1,757,454not reported in the loaded dataset2023
Jpmorgan Chase Bank, National AssocN/A$1,734,423not reported in the loaded dataset2023
Wellington Management CompanyN/A$1,664,010$02023
Wellington Management CompanyNONE$1,569,971$02023
Legal & General InvestmentNONE$1,462,115not reported in the loaded dataset2023
T. Rowe PriceNONE$1,419,214$02023
Willis Towers Watson Us LLCN/A$1,407,107not reported in the loaded dataset2023
Aqr Capital ManagementN/A$1,380,043not reported in the loaded dataset2023
Blackrock FinancialN/A$1,283,238not reported in the loaded dataset2023
Russell Implementation SvcsNONE$1,230,232not reported in the loaded dataset2023
Bank Of New York MellonTRUSTEE/ CUSTODIAN$1,199,491$02023
Oaktree Capital Mgmt LpNONE$1,147,459$02023
Aqr Capital ManagementNONE$1,145,392not reported in the loaded dataset2023
Bank Of New York MellonTRUSTEE/ CUSTODIAN$1,098,885$02023
Legal & General InvestmentN/A$1,047,454not reported in the loaded dataset2023
Adelante Capital Mgmt LLCN/A$951,438not reported in the loaded dataset2023
Timessquare Capital MgmtN/A$915,280$02023
Nuveen Asset Mgmt LLCN/A$859,772$02023
Groom Law Group, CharteredN/A$794,820not reported in the loaded dataset2023
Nuveen Asset Mgmt LLCNONE$747,214$02023
Groom Law Group, CharteredNONE$746,262not reported in the loaded dataset2023
First Sentier InvestorsN/A$729,957not reported in the loaded dataset2023
Adelante Capital Mgmt LLCNONE$716,172$02023
Anthem Blue Cross Of CaN/A$706,054not reported in the loaded dataset2023
The Prudential InsuranceNONE$704,022$02023
Rreef America L.L.C.NONE$671,017$02023
First Sentier InvestorsNONE$651,853not reported in the loaded dataset2023
Deprince, Race & Zollo, Inc.N/A$584,695$02023
Deprince, Race & Zollo, Inc.NONE$515,284$02023
Healthplan ServicesN/A$499,365not reported in the loaded dataset2023
Timessquare Capital MgmtNONE$491,778$02023
Legato Capital Mgmt LLCN/A$328,337not reported in the loaded dataset2023
Pacific Gas & ElectricPLAN SPONSOR$282,276not reported in the loaded dataset2023
Pugh Capital Mgmt, Inc.N/A$264,038not reported in the loaded dataset2023
Legato Capital Mgmt LLCNONE$250,521not reported in the loaded dataset2023
Morgan Stanley Investment Mgmt IncN/A$224,352$02023
Metropolitan Life InsuranceN/A$199,884not reported in the loaded dataset2023
Pacific Gas & ElectricPLAN SPONSOR$198,887not reported in the loaded dataset2023
Morneau Shepell LimitedN/A$177,706not reported in the loaded dataset2023
Rreef America L.L.C.N/A$168,647$02023
Pugh Capital Mgmt, Inc.NONE$166,325not reported in the loaded dataset2023
Pacific Resources Benefit AdvisorsN/A$153,889not reported in the loaded dataset2023
Rhumbline AdvisorsNONE$134,912not reported in the loaded dataset2023
Mercer Investment ConsultingN/A$85,148not reported in the loaded dataset2023
Moss Adams LlpNONE$74,550not reported in the loaded dataset2023
Madison Street PressN/A$71,985not reported in the loaded dataset2023
Mercer Investments LLCNONE$68,428not reported in the loaded dataset2023
Rhumbline AdvisorsN/A$56,792not reported in the loaded dataset2023
Moss Adams LlpN/A$56,280not reported in the loaded dataset2023
Studio 19. Us, IncorporatedN/A$40,026not reported in the loaded dataset2023
Amaces IncNONE$36,604not reported in the loaded dataset2023
Express Scripts, Inc.N/A$31,948not reported in the loaded dataset2023
Evestment Alliance, LLCNONE$28,781not reported in the loaded dataset2023
Evestment Alliance, LLCN/A$25,017not reported in the loaded dataset2023
Mercer Health & Benefits LLCN/A$23,208not reported in the loaded dataset2023
Jpmorgan Chase Bank, National AssocNONE$18,300not reported in the loaded dataset2023
Sovos Compliance, LLCN/A$9,871not reported in the loaded dataset2023
MsciN/A$9,868not reported in the loaded dataset2023
Allsup, LLCN/A$7,900not reported in the loaded dataset2023
MsciNONE$5,328not reported in the loaded dataset2023

Related Form 5500 pages