Atmos Energy 401(k) match, vesting and fees
What Atmos Energy's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | T. Rowe Price | Schedule C ↗ |
| Independent auditor | Whitley Penn LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 11 defined-contribution plans in utilities with 5,000 to 9,999 participants.
| Atmos Energy: employer contribution per participant | $4,517 | |
| Peer median | $4,846 |
| Atmos Energy: average balance | $183,829 | |
| Peer median | $205,081 |
| Atmos Energy: admin expenses ÷ assets | 0.03% | |
| Peer median | 0.06% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $1B at the end of plan year 2023 to $1.1B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 6,328 | $1.1B | $27.9M | $4,517 | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 6,083 | $1B | $24.4M | $4,110 | 0.03% | Not published | Form 5500 ↗ |
Other Atmos Energy plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Atmos Energy Corporation Pension Account Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | State Street Retiree Services | Schedule C ↗ |
| Independent auditor | Whitley Penn LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Atmos Energy match 401(k) contributions?
The match terms for the Atmos Energy Corporation Retirement Savings Plan and Trust have not been published from its filing yet. The plan year 2024 filing reports $27.9M in employer contributions, about $4,517 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Atmos Energy 401(k) match vested?
The vesting schedule for the Atmos Energy Corporation Retirement Savings Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Atmos Energy 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is T. Rowe Price. The plan administrator is Atmos Energy Corp. Qualified Retirement Plans & Trusts Committee.
I left Atmos Energy. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Atmos Energy Corp. Qualified Retirement Plans & Trusts Committee, (972) 855-3324) or the recordkeeper, T. Rowe Price. The Atmos Energy old 401(k) page lists the contacts from every plan filing. Find an old Atmos Energy 401(k)
Data from the public Form 5500 annual reports Atmos Energy filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Atmos Energy. Not financial advice. Report a correction · Methodology