Retirement plan
CONSTELLATION EMPLOYEE SAVINGS PLAN
CONSTELLATION ENERGY GENERATION LLCEIN 23-3064219Plan #006PY 2024
200 ENERGY WAY - KENNETT SQUARE, PA 19348779-231-5871
Other plans on this EIN
4 filingsProspect flagsHigh assets / participant
Filing contacts
From the Form 5500, federal recordPlan administrator signer
LISA AGASE
Signed 09/16/2025
Summary metrics
Total assets (EOY)
$5977.5M
-12.6% from 2023
Total participants
20,615
-0.6% from 2023
Average account balance
$294,747
-11.4% from 2023
Annual return
16.19%
-16.98 pp from 2023
Benchmarks
Peer group
Industryany (size+type match)
Plan typeDefined contribution
Participants>=10,000
Cohort1,248 peers
Snapshot2024
85
Participant deferral / active EE
$13,019
median $4,430
86
Employer contribution / active EE
$8,044
median $2,074
83
Participation rate
97.7%
median 85.8%
94
Avg account balance
$294,747
median $73,381
6
Admin fee / account holder
$181
median $61
68
Annual return
16.19%
median 14.72%
Overall peer rank
70of 100
70th percentileavg across 6 metrics
Analytics
2022 - 2024
Total assets (EOY)
Plan-year ending balance
$5.98B
Average account balance
Total assets / participants with a balance (line 6g)
$295K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
20,280
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
97.7%
Contributions (total)
Employer and participant dollars contributed each year
$300.28M
Contributions per participant
Average employer and participant contribution per enrolled participant
$21K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+16.19%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$181
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
- Mutual / pooled
- Stocks
- Bonds
- Cash
- Real estate
- Loans
Service providers
Top 7 by compensation
| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST PLAN SERVICES3+ years Service code 16 · EIN 91-2090931 | Consulting | $1,527,483 |
FINANCIAL ENGINE ADVISORS, LLC3+ years Service code 16 · EIN 94-3250323 | Consulting | $1,389,822 |
BLACKROCK INSTITUTIONAL TRUST CO3+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $895,375 |
NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $521,437 |
JP MORGAN INVESTMENT3+ years Service code 27 · EIN 23-7236436 | Advisory (Plan) | $511,373 |
ALIGHT SOLUTIONS LLC3+ years Service code 16 · EIN 36-2235791 | Consulting | $65,065 |
STATE STREET BANK & TRUST CO.3+ years Service code 27 · EIN 04-1867445 | Advisory (Plan) | $40,976 |
Plan features & details
Pension benefit codes2E2F2G2J2K3F3H2S2T
Plan features
- 2EProfit-sharingProfit-sharing plan.
- 2FERISA section 404(c) planThis plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
- 2GTotal participant-directed account planParticipants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
- 2JCode section 401(k) featureCash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
- 2KCode section 401(m) arrangementEmployee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
- 2SAutomatic enrollmentPlan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
- 2TDefault investment accountTotal or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
- 3FLeased employeesPlan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
- 3HControlled group memberPlan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
Opportunity flags
1 tripped
- InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.
Expense breakdown
Schedule H Part II
Admin total
$3.7M
$258 / participant
- Investment mgmt$4M100.0%
% of EOY assets
0.062%
all-in expense ratio
Categories reported
1 / 9
subdivided buckets used
Audit opinion
Schedule H Part III
Unqualified opinion
Auditor signed off without reservation - the cleanest possible opinion.
- Auditor firm
- MITCHELL & TITUS, LLP
- Auditor EIN
- 132781641
- Audit fees
- (not subdivided)
- Opinion code
- Unqualified