Retirement plan

NATIONAL FUEL GAS COMPANY TAX DEFERRED SAVINGS PLAN FOR NON-UNION EMPLOYEES

Name: NATIONAL FUEL GAS COMPANY - NATIONAL FUEL GAS COMPANY TAX DEFERRED SAVINGS PLAN FOR NON-UNION EMPLOYEES (2024) Form 5500
Creator: NATIONAL FUEL GAS COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATIONAL FUEL GAS COMPANY TAX DEFERRED SAVINGS PLAN FOR NON-UNION EMPLOYEES, NATIONAL FUEL GAS COMPANY

NATIONAL FUEL GAS COMPANYEIN 13-1086010Plan #006PY 2024

6363 MAIN STREET, ACCOUNTING DEPT - WILLIAMSVILLE, NY 142215887716-857-7663nationalfuel.comLinkedIn1001-5000 employeesoil & energy

Other plans on this EIN

3 filings

#001Retirement-$861.4M assets #009Retirement-$132.9M assets #003Retirement-$7.4M assets

Prospect flagsHigh assets / participantFailed to provide benefit

Top hat statement on fileNQDC

Filed November 2, 2022

Plan administrator

Plan administrator name— Sign in and upgrade to view

6363 Main Street

Williamsville, NY 14221

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Plans declared (4)

National Fuel Gas Company Deferred Compensation Plan1 emp
National Fuel Gas Company and Participating Subsidiaries Executive Retirement Plan2 emp
National Fuel Gas Company Tophat Plan21 emp
National Fuel Gas Company Deferred Compensation Plan for Directors and Officers10 emp

Total covered: 34 employees

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Total assets (EOY)

$438.4M

+13.2% from 2023

Total participants

1,596

+1.3% from 2023

Average account balance

$276,619

+12.0% from 2023

Annual return

17.19%

+6.82 pp from 2023

Benchmarks

See 154 peers

Peer group

Industry55 - Management of Companies and Enterprises

Plan typeDefined contribution

Participants1,000-4,999

Cohort154 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$438.44M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$277K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

1,585

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

99.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$27.97M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+17.19%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Top 1 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930	Recordkeeping	$11,835

Plan features & details

Pension benefit codes2E2F2G2I2J2K2O2S2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants 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.
2I
Stock bonus
Stock bonus plan.
2J
Code section 401(k) feature
Cash 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.
2K
Code section 401(m) arrangement
Employee 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.
2O
ESOP other than a leveraged ESOP
Employee stock ownership plan that is not leveraged.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

2 tripped

ComplianceFailed to provide benefit
Form 5500 reported that benefits due were not provided when due.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$8K

$6 / participant

Other / not subdivided$8K100.0%

% of EOY assets

0.002%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BONADIO & CO., LLP
Auditor EIN: 161131146
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$276,619

$148,970+85.7%

$136,072+103.3%

$199,960+38.3%

Participation rate

99.1%

79.4%+19.7pp

76.4%+22.7pp

72.0%+27.1pp

Annual return

17.19%

27.07%-9.9pp

580.46%-563.3pp

34.28%-17.1pp

Employer contribution / active EE

$9,581

$3,561+169.0%

$4,216+127.3%

$3,036+215.6%

Participant deferral / active EE

$13,422

$6,140+118.6%

$7,028+91.0%

$5,087+163.9%

Admin fee / account holder

$144-96.5%

$6,718-99.9%

$269-98.2%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.10+ years

Service code 15 · EIN 23-1945930

Recordkeeping

$11,835

NATIONAL FUEL GAS COMPANY TAX DEFERRED SAVINGS PLAN FOR NON-UNION EMPLOYEES

Top hat statement on fileNQDC

Plan administrator

Plans declared (4)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NATIONAL FUEL GAS COMPANY TAX DEFERRED SAVINGS PLAN FOR NON-UNION EMPLOYEES

Top hat statement on fileNQDC

Plan administrator

Plans declared (4)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion