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Original filing (PDF)20251015192829NAL0005476753001
DOMINION ENERGY, INC.
Form 5500
FILING_RECEIVED
DOMINION ENERGY PENSION PLAN
Defined-benefit pension plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
9,906
Accounts w/ balance
—
Plan assets (EOY)
$8.3B
Net assets (EOY)
$8.3B
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: DOMINION ENERGY, INC. DEFINED BENEFIT MASTER TRUST (share>100%, pinned)]" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DOMINION ENERGY, INC..
Plan sponsor
Name
DOMINION ENERGY, INC.
DBA
C/O DOMINION ENERGY SERVICES, 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
101
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
1E · Section 401(h) arrangement
1C · Cash balance or similar hybrid DB
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TEMPO HOLDING CO LLC DBA ALIGHT | 82-1061233 | — | PLNADMR | $1.4M | — |
| WILLIS TOWERS WATSON | 53-0181291 | — | ACTURAL | $358K | — |
| DELOITTE & TOUCHE LLP | 13-3891517 | — | ACCNTG | $32K | — |
| DOMINION RESOURCES SVCS, INC. | 54-1229715 | — | PLNADMR | $12K | — |
Investments
1 pooled fund· $8.3B(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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| DOMINION ENERGY, INC. DB MT DOMINION ENERGY, INC. · EIN 25-6263994 / PN 047 | Master Trust | — | — | $8.3B | 100.0% |