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Original filing (PDF)20250723145055NAL0008999170001
DOMINION ENERGY, INC.
Form 5500
FILING_RECEIVED
DOMINION ENERGY 401(K) PLAN
401(k) retirement plan
Signals · 2
30% in single holdingNo recordkeeper disclosed
Active participants
12,152
Accounts w/ balance
18,365
Plan assets (EOY)
$4.4B
Net assets (EOY)
$4.4B
How this plan invests
This plan
15 pooled trusts
Schedule D
55 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
85
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "NORTHERN TR INVTS COLLECTIVE F COLL S&P500 LEND" is 30% of plan.
- 7 bps in Schedule C fees — modestly above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DOMINION ENERGY, INC..
Plan sponsor
Name
DOMINION ENERGY, INC.
EIN
54-1229715
Address
120 TREDEGAR ST, CLEARINGHOUSE 3FL · ATTENTION BENEFITS REPORTING · RICHMOND, VA · 232194306
Phone
(877) 947-4636
Industry
Utilitiessee all
Plan administrator
Name
DOMINION ENERGY SERVICES, INC.
EIN
54-1962730
City
RICHMOND, VA
Phone
(877) 947-4636
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-23
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SVCS LLC | 04-3516284 | — | INADV-PRT INV MGMT | $2.9M | — |
| VOYA INSTITUTIONAL PLAN SVCS LLC | 04-3516284 | — | RCRDKPR | $157K | — |
Investments
23 direct securities · 15 pooled funds· $6.1B(100% 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.
Master Trust
$2.4B
1 holding
Uncategorized
$2.3B
23 holdings
Common Collective Trust
$1.3B
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| DOMINION ENERGY, INC. DC MT DOMINION ENERGY, INC. · EIN 54-1229715 / PN 007 | Master Trust | — | — | $2.4B | 54.4% | |
| NORTHERN TR INVTS COLLECTIVE F COLL S&P500 LEND | — | 6,081,715.347 | — | $1.1B | 25.8% | |
| NORTHERN TR GLOBAL INVTS COLLECTIVE FDS TR | — | 1,999,679.768 | — | $398.1M | 9.0% | |
| WTC-CIF II CORE BOND PLUSS-4 | — | 32,709,161.192 | — | $292.1M | 6.6% | |
| NORTHERN TR INVTS COLLECTIVE | — | 1,664,852.134 | — | $214.3M | 4.8% | |
| TARGET RETIREMENT 2030 TRUST PLUS THE VANGUARD GROUP, INC. · EIN 90-0735964 / PN 001 | Common Collective Trust | — | — | $193.5M | 4.4% | |
| TARGET RETIREMENT 2035 TRUST PLUS THE VANGUARD GROUP, INC. · EIN 90-0735965 / PN 001 | Common Collective Trust | — | — | $174.2M | 3.9% | |
| TARGET RETIREMENT 2025 TRUST PLUS THE VANGUARD GROUP, INC. · EIN 90-0735963 / PN 001 | Common Collective Trust | — | — | $149.3M | 3.4% | |
| TARGET RETIREMENT 2045 TRUST PLUS THE VANGUARD GROUP, INC. · EIN 90-0735972 / PN 001 | Common Collective Trust | — | — | $148.7M | 3.4% | |
| TARGET RETIREMENT 2050 TRUST PLUS THE VANGUARD GROUP, INC. · EIN 90-0735976 / PN 001 | Common Collective Trust | — | — | $143.4M | 3.2% | |
| VANGUARD TARGET RET. MASTER TR | — | — | — | $140.2M | 3.2% | |
| TARGET RETIREMENT 2040 TRUST PLUS THE VANGUARD GROUP, INC. · EIN 90-0735971 / PN 001 | Common Collective Trust | — | — | $140.2M | 3.2% | |
| EUROPACIFIC GROWTH FUND CAPITAL GROUP · EIN 95-4797716 / PN 001 | Common Collective Trust | — | — | $117.8M | 2.7% | |
| TARGET RETIREMENT 2055 TRUST PLUS THE VANGUARD GROUP, INC. · EIN 90-0735978 / PN 001 | Common Collective Trust | — | — | $84.1M | 1.9% | |
| TARGET RETIREMENT 2020 TRUST PLUS THE VANGUARD GROUP, INC. · EIN 90-0735899 / PN 001 | Common Collective Trust | — | — | $74.5M | 1.7% | |
| TARGET RETIREMENT INCOME TRUST PLUS THE VANGUARD GROUP, INC. · EIN 90-0735883 / PN 001 | Common Collective Trust | 0.932 | — | $56.8M | 1.3% | |
| TARGET RETIREMENT 2060 TRUST PLUS THE VANGUARD GROUP, INC. · EIN 45-3799736 / PN 001 | Common Collective Trust | — | — | $35.7M | 0.8% | |
| TARGET RETIREMENT 2065 TRUST PLUS THE VANGUARD GROUP, INC. · EIN 82-6204383 / PN 001 | Common Collective Trust | — | — | $21.7M | 0.5% | |
| CREDIT AGRICOLE TRI REPO 4.450% 01/02/2025 DD 12/31/24 | — | 14,125,558.527 | — | $14.1M | 0.3% | |
| *MUFG BANK LTD NY DISC 01/02/2025 | — | 11,415,723.344 | — | $11.4M | 0.3% | |
| *DANSKE BANK A/S DISC 01/13/2025 | — | 11,415,723.344 | — | $11.4M | 0.3% | |
| *MANHATTAN AST FDG DISC 01/21/2025 | — | 11,415,723.344 | — | $11.4M | 0.3% | |
| SOCIETE GENERALE DISC 01/31/2025 | — | 11,415,723.344 | — | $11.4M | 0.3% | |
| *NIEUW AMSTERDAM DISC 02/14/2025 | — | 11,415,723.344 | — | $11.4M | 0.3% | |
| *LMA SA & LMA AMER DISC 02/24/2025 | — | 11,415,723.344 | — | $11.3M | 0.3% | |
| *CHARIOT FDG LLC DISC 04/04/2025 | — | 11,415,723.344 | — | $11.3M | 0.3% | |
| *BOFA SECURITIES DISC 05/21/2025 | — | 11,415,723.344 | — | $11.2M | 0.3% | |
| BAYERISCHE LNDSBK DISC 02/12/2025 | — | 10,045,836.543 | — | $10.0M | 0.2% | |
| *LILLY ELI & CO DISC 01/23/2025 | — | 9,132,578.675 | — | $9.1M | 0.2% | |
| STANDARD CHAR BK TRI REPO 4.420% 01/02/2025 DD 12/31/24 | — | 7,835,947.94 | — | $7.8M | 0.2% | |
| TARGET RETIREMENT 2070 TRUST PLUS THE VANGUARD GROUP, INC. · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $3.5M | <0.1% | |
| RBC CAPITAL MAR TRI REPO 4.450% 01/02/2025 DD 12/31/24 | — | 3,270,334.414 | — | $3.3M | <0.1% | |
| MIZUHO REPO A TRI REPO 4.430% 01/02/2025 DD 12/31/24 | — | 3,076,449.768 | — | $3.1M | <0.1% | |
| MERRILL LYNCH TRI REPO 4.450% 01/02/2025 DD 12/31/24 | — | 3,001,831.121 | — | $3.0M | <0.1% | |
| CREDIT AGRICOLE TRI REPO 4.440% 01/02/2025 DD 12/31/24 | — | 2,555,118.341 | — | $2.6M | <0.1% | |
| GCM NATWEST TRI REPO 4.450% 01/02/2025 DD 12/31/24 | — | 2,478,206.503 | — | $2.5M | <0.1% | |
| BNY EB TEMPORARY INVESTMENT FUND BANK OF NEW YORK MELLON · EIN 01-0618036 / PN 001 | Common Collective Trust | — | — | $702K | <0.1% | |
| EB TEMP INV FD VAR RT 12/31/49 FEE CL 10 | — | 422,524.542 | — | $423K | <0.1% |