Retirement plan

EXELON PENSION PLAN

Name: EXELON CORPORATION - EXELON PENSION PLAN (2024) Form 5500
Creator: EXELON CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EXELON PENSION PLAN, EXELON CORPORATION

EXELON CORPORATIONEIN 23-2990190Plan #016PY 2024

10 S. DEARBORN ST., 51ST FLOOR - CHICAGO, IL 60603779-231-3185exeloncorp.comLinkedIn10001+ employeesutilities

Other plans on this EIN

4 filings

#003Retirement-$6.31B assets #002Retirement-$6.07B assets #022Retirement-$1.87B assets #005Retirement-$152.7M assets

Prospect flagsHigh retiree %Low returns

How to read this page

Total assets (EOY)

$966.8M

-3.6% from 2016

Total participants

5,092

+2.4% from 2016

Average account balance

No prior year

Annual return

0.31%

-9.04 pp from 2016

Benchmarks

See 38 peers

Peer group

Industry22 - Utilities

Plan typeDefined benefit

Participants1,000-4,999

Cohort38 peers

Snapshot2024

Participant deferral / active EE

median $123

Employer contribution / active EE

$12,703

median $9,650

Participation rate

0.0%

median 0.0%

Avg account balance

Admin fee / account holder

Annual return

0.31%

median 5.42%

Overall peer rank

24of 100

24th percentileavg across 6 metrics

Analytics

2015 - 2024

Total assets (EOY)

Plan-year ending balance

$966.82M

Average account balance

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

$190K

Participants with account balance

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

3,124

Eligible Participants and Participation

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

0.0%

Contributions (total)

Employer and participant dollars contributed each year

$25.00M

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+0.31%

Admin fee / account holder

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

Asset composition

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

Mutual / pooled
Stocks
Bonds
Cash
Real estate
Loans

Service providers

Top 10 of 12 by compensation

Provider	Service type	Compensation
ALIGHT SOLUTIONS LLC8 years Filed as: ALIGHT SOLUTIONS, LLC Service code 15 · EIN 82-1061233	Recordkeeping	$530,121
EXELON BUSINESS SERVICES CO9 years Service code 14 · EIN 23-3063219	Plan Administrator	$496,452
NORTHERN TRUST COMPANY10+ years Filed as: NORTHERN TRUST CORPORATION Service code 19 · EIN 36-1561860	Securities Custodian	$183,279
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291	Actuarial	$141,177
BLACKROCK6 years Filed as: BLACKROCK FINANCIAL MANAGEMENT, INC Service code 49 · EIN 13-3806691	Other Services	$42,266
CAISSA LLC2 years Filed as: CAISSA, LLC Service code 49 · EIN 80-0803957	Other Services	$28,085
ALBOURNE AMERICA LLC7 years Service code 16 · EIN 91-2164625	Consulting	$28,069
BLACKROCK10+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180	Investment Management	$24,901
MITCHELL & TITUS, LLP7 years Service code 10 · EIN 13-2781641	Accounting	$23,390
PLANTE & MORAN, PLLC7 years Filed as: PLANTE MORAN Service code 16 10 S RIVERSIDE PLAZA · CHICAGO, IL 60606	Consulting	$11,587

Enrolled actuary

1 attachment

MONICA CRUM

WILLIS TOWERS WATSON US LLC

Enrollment #2307982

233 SOUTH WACKER DRIVE

SUITE 1800

CHICAGO, IL 60606

(312) 525-2500

Signed 2025-09-19

Plan features & details

Pension benefit codes1A1C3F3H

Plan features

1A
Benefits are primarily pay related
Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
1C
Cash balance or similar plan
A cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

Expense breakdown

Schedule H Part II

Admin total

$5.8M

$2941 / participant

Recordkeeping$530K9.2%
Trustee / custodial$183K3.2%
Investment mgmt$117K2.0%
Actuarial$141K2.4%
Salaries / allowances$496K8.6%
Other / not subdivided$4M74.6%

% of EOY assets

0.599%

all-in expense ratio

Categories reported

5 / 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: $23,390
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

Participation rate

0.0%

0.0%0pp

Annual return

0.31%

18.61%-18.3pp

4.95%-4.6pp

9.30%-9.0pp

Employer contribution / active EE

$12,703

$11,871+7.0%

$20,917-39.3%

$12,551+1.2%

Participant deferral / active EE

$119-100.0%

$188-100.0%

$2,867-100.0%

Admin fee / account holder

Provider

Service type

Compensation

ALIGHT SOLUTIONS LLC8 years

Filed as: ALIGHT SOLUTIONS, LLC

Service code 15 · EIN 82-1061233

Recordkeeping

$530,121

EXELON BUSINESS SERVICES CO9 years

Service code 14 · EIN 23-3063219

Plan Administrator

$496,452

NORTHERN TRUST COMPANY10+ years

Filed as: NORTHERN TRUST CORPORATION

Service code 19 · EIN 36-1561860

Securities Custodian

$183,279

WILLIS TOWERS WATSON US LLC6 years

Service code 11 · EIN 53-0181291

Actuarial

$141,177

BLACKROCK6 years

Filed as: BLACKROCK FINANCIAL MANAGEMENT, INC

Service code 49 · EIN 13-3806691

Other Services

$42,266

CAISSA LLC2 years

Filed as: CAISSA, LLC

Service code 49 · EIN 80-0803957

Other Services

$28,085

ALBOURNE AMERICA LLC7 years

Service code 16 · EIN 91-2164625

Consulting

$28,069

BLACKROCK10+ years

Filed as: BLACKROCK INSTITUTIONAL TRUST CO

Service code 28 · EIN 94-3112180

Investment Management

$24,901

MITCHELL & TITUS, LLP7 years

Service code 10 · EIN 13-2781641

Accounting

$23,390

PLANTE & MORAN, PLLC7 years

Filed as: PLANTE MORAN

Service code 16

10 S RIVERSIDE PLAZA · CHICAGO, IL 60606

Consulting

$11,587

EXELON PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

MONICA CRUM

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EXELON PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

MONICA CRUM

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