Back to filter
Original filing (PDF)20251008144813NAL0003086915001
ENGIE HOLDINGS INC.
Form 5500
FILING_RECEIVED
ENGIE 401(K) PLAN
401(k) retirement plan
Active participants
3,304
Accounts w/ balance
4,577
Plan assets (EOY)
$560.3M
Net assets (EOY)
$560.3M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENGIE HOLDINGS INC..
Plan sponsor
Name
ENGIE HOLDINGS INC.
EIN
47-0977302
Address
1990 POST OAK BOULEVARD · SUITE 1900 · HOUSTON, TX · 77056
Phone
(713) 636-1155
Industry
Utilitiessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MCCONNELL & JONES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $185K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BUCK GLOBAL LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $88K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCCONNELL & JONES LLP | — | HOUSTON, TX | AUDITOR | $23K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $901 | — |
Investments
26 direct securities · 1 pooled fund· $554.7M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$510.6M
26 holdings
Common Collective Trust
$44.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund | — | — | — | $55.3M | 9.9% | |
| American Funds MFS Growth R6 | — | — | — | $45.6M | 8.1% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $44.1M | 7.9% | |
| Vanguard Target Retirement 2040 Inv | — | — | — | $36.5M | 6.5% | |
| Vanguard Target Retirement 2050 Inv | — | — | — | $36.2M | 6.5% | |
| Vanguard Target Retirement 2045 Inv | — | — | — | $32.9M | 5.9% | |
| Vanguard Target Retirement 2035 Inv | — | — | — | $30.4M | 5.4% | |
| Vanguard Target Retirement 2030 Inv | — | — | — | $28.2M | 5.0% | |
| Vanguard Mid Cap Index Institutional | — | — | — | $27.3M | 4.9% | |
| Vanguard Small Cap Index Institutional | — | — | — | $23.7M | 4.2% | |
| Vanguard Target Retirement 2055 Inv | — | — | — | $22.3M | 4.0% | |
| Parnassus Core Equity – Ins | — | — | — | $21.5M | 3.8% | |
| Dodge & Cox Dodge & Cox Income Fund | — | — | — | $21.4M | 3.8% | |
| Putnam Fiduciary Trust Co. Putnam Large Cap Value R6 | — | — | — | $19.1M | 3.4% | |
| Vanguard Target Retirement 2025 Inv | — | — | — | $16.2M | 2.9% | |
| American Funds American Funds Europacific Growth Fund R6 | — | — | — | $14.7M | 2.6% | |
| Neuberger Berman Neuberger & Berman Genesis R6 | — | — | — | $13.0M | 2.3% | |
| Vanguard Target Retirement 2060 Inv | — | — | — | $12.3M | 2.2% | |
| Vanguard FTSE Social Index Admiral | — | — | — | $9.4M | 1.7% | |
| Vanguard Total Intl Stock Index Admiral | — | — | — | $8.5M | 1.5% | |
| Vanguard Total Bond Market Index Admiral | — | — | — | $8.0M | 1.4% | |
| American Funds American Funds New World R6 | — | — | — | $7.8M | 1.4% | |
| Vanguard Target Retirement 2020 Inv | — | — | — | $7.1M | 1.3% | |
| Vanguard REIT Index Institutional | — | — | — | $5.6M | 1.0% | |
| Vanguard Target Retirement Income Inv | — | — | — | $3.6M | 0.6% | |
| Vanguard Target Retirement 2065 Inv | — | — | — | $3.5M | 0.6% | |
| Vanguard Target Retirement 2070 Inv | — | — | — | $377K | <0.1% |
Related plans
Other plans using EMPOWER ANNUITY INSURANCE COMPANY O
EDWARD D. JONES & CO., L.P.
EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN
$12.4B · 50,491 participants
3M COMPANY
3M VOLUNTARY INVESTMENT PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN
$10.6B · 21,780 participants
THE NEW YORK-PRESBYTERIAN HOSPITAL
THE RETIREMENT SAVINGS PLAN
$4.8B · 50,152 participants
BAYLOR SCOTT & WHITE HOLDINGS
BAYLOR SCOTT & WHITE HEALTH RETIREMENT SAVINGS PLAN
$4.7B · 46,788 participants
HEALTH CARE SERVICE CORPORATION
THE 401K PLAN
$3.9B · 36,460 participants
REGIONS FINANCIAL CORPORATION
REGIONS FINANCIAL CORPORATION 401(K) PLAN
$3.2B · 20,137 participants
Similar-size Utilities plans
INDIANAPOLIS POWER & LIGHT COMPANY
EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY
$555.6M · 690 participants
PPL SERVICES CORPORATION
RHODE ISLAND ENERGY RETIREMENT PLAN
$570.0M · 474 participants
FIRSTENERGY CORP
FIRSTENERGY CORP WELFARE PLAN
$575.6M · 12,332 participants
SIEMENS ENERGY, INC.
SIEMENS ENERGY, INC. PENSION PLAN
$531.7M · 2,326 participants
CONSOLIDATED EDISON COMPANY OF NEW YORK, INC.
THE CONSOLIDATED EDISON RETIREE HEALTH PROGRAM FOR WEEKLY EMPLOYEES
$521.9M
MIDAMERICAN ENERGY COMPANY
MIDAMERICAN ENERGY COMPANY RETIREMENT PLAN
$521.3M · 2,594 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants