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Original filing (PDF)20250930141202NAL0013341616001
ATMOS ENERGY CORPORATION
Form 5500
FILING_RECEIVED
ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST
401(k) retirement plan
Signals · 2
23% employer stockNo recordkeeper disclosed
Active participants
5,287
Accounts w/ balance
6,183
Plan assets (EOY)
$1.1B
Net assets (EOY)
$1.1B
How this plan invests
This plan
1 pooled trust
Schedule D
31 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
- 23% of plan in employer / sponsor stock.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ATMOS ENERGY CORPORATION.
Plan sponsor
Name
ATMOS ENERGY CORPORATION
EIN
75-1743247
Address
5430 LBJ FREEWAY · THREE LINCOLN CENTER, STE 160 · DALLAS, TX · 75240
Phone
(972) 855-3324
Industry
Utilitiessee all
Plan administrator
Name
ATMOS ENERGY CORP. QUALIFIED RETIREMENT PLANS & TRUSTS COMMITTEE
EIN
75-1984576
City
DALLAS, TX
Phone
(972) 855-3324
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-30
Pension benefit codes
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)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
WHITLEY PENN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE | 52-1481931 | — | RECORDKEEPER/CUSTODIAN | $148K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDED CHOICE | 77-0514963 | — | INVESTMENT ADVISORY | $161K | — |
Investments
30 direct securities · 1 pooled fund· $1.1B(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.
Uncategorized
$1.1B
30 holdings
Common Collective Trust
$42.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Atmos Energy Corporation Common stock; 1,852,747 shares | — | — | — | $258.0M | 22.7% | |
| Vanguard Group, Inc. Vanguard Institutional Index Fund | — | — | — | $94.0M | 8.3% | |
| J.P. Morgan JPMorgan Large Cap Growth Fund | — | — | — | $75.1M | 6.6% | |
| T. Rowe Price Trust Company Mid-Cap Value Fund I Class | — | — | — | $52.1M | 4.6% | |
| T. Rowe Price Trust Company Retirement 2050 Fund I Class | — | — | — | $48.3M | 4.2% | |
| T. Rowe Price Trust Company Retirement 2045 Fund I Class | — | — | — | $48.0M | 4.2% | |
| T. Rowe Price Trust Company Equity Income Fund I Class | — | — | — | $44.3M | 3.9% | |
| T. Rowe Price Trust Company Retirement 2055 Fund I Class | — | — | — | $42.8M | 3.8% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $42.4M | 3.7% | |
| T. Rowe Price Trust Company New Horizons Fund I Class | — | — | — | $40.9M | 3.6% | |
| T. Rowe Price Trust Company Retirement 2035 Fund I Class | — | — | — | $40.8M | 3.6% | |
| Vanguard Group, Inc. Total Bond Market Index Institutional Fund | — | — | — | $37.8M | 3.3% | |
| T. Rowe Price Trust Company All-Cap Opportunities Fund I Class | — | — | — | $37.0M | 3.3% | |
| T. Rowe Price Trust Company Retirement 2030 Fund I Class | — | — | — | $34.8M | 3.1% | |
| T. Rowe Price Trust Company Retirement 2040 Fund I Class | — | — | — | $32.5M | 2.9% | |
| Vanguard Group, Inc. Vanguard Ttl Int Stock Institutional Index Fund | — | — | — | $26.5M | 2.3% | |
| Baird Aggregate Bond Institutional Fund | — | — | — | $25.5M | 2.2% | |
| American Funds The New Economy Fund | — | — | — | $23.9M | 2.1% | |
| T. Rowe Price Trust Company Retirement 2025 Fund I Class | — | — | — | $23.6M | 2.1% | |
| T. Rowe Price Trust Company Retirement 2060 Fund I Class | — | — | — | $22.8M | 2.0% | |
| T. Rowe Price Trust Company Balanced Fund I Class | — | — | — | $21.7M | 1.9% | |
| Participant notes receivable maturities up to 15 years -0- | — | — | — | $17.9M | 1.6% | |
| American Funds EuroPacific Growth Fund | — | — | — | $17.6M | 1.5% | |
| T. Rowe Price Trust Company Retirement 2020 Fund I Class | — | — | — | $12.7M | 1.1% | |
| T. Rowe Price Trust Company Retirement 2065 Fund I Class | — | — | — | $6.3M | 0.6% | |
| T. Rowe Price Trust Company Short-Term Bond Fund I Class | — | — | — | $5.9M | 0.5% | |
| T. Rowe Price Trust Company Retirement 2015 Fund I Class | — | — | — | $2.6M | 0.2% | |
| T. Rowe Price Trust Company Retirement Balanced Fund I Class | — | — | — | $485K | <0.1% | |
| T. Rowe Price Trust Company Retirement 2010 Fund I Class | — | — | — | $312K | <0.1% | |
| Vanguard Group, Inc. Treasury Money Market Fund Investor Shares | — | — | — | $130K | <0.1% | |
| T. Rowe Price Trust Company Retirement 2005 Fund I Class | — | — | — | $119K | <0.1% |