Civic Intelligence

SOUTHERN COMPANY

Plan context: The Southern Company Pension Plan

EIN 63-0274273 • Atlanta, GA • 349 filings • 45 plans

30 Ivan Allen Jr Blvd NWAtlanta, GA 30308
Current Snapshot

Latest Year

2024

2024 Participants

28,147

2024 Assets

$25,357,653,466

2024 Contributions

$584,937,531

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$27,535,683,259$13,767,841,630$0199920122024YearValue
$25,357,653,466Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

32,94916,4750199920122024YearValue
28,147Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024728,147$25,357,653,466$584,937,531$20,782iApproximate average salary by contribution assumption: employee only about $519,538 at 4% or $346,359 at 6%; with 50% employer match about $346,359 at 4% or $230,906 at 6%; with 100% employer match about $259,769 at 4% or $173,179 at 6%.
The Southern Company Pension Plan-26,369$15,319,238,036--
The Southern Company Employee Savings Plan-28,079$9,300,088,498$441,974,697$15,740iApproximate average salary by contribution assumption: employee only about $393,510 at 4% or $262,340 at 6%; with 50% employer match about $262,340 at 4% or $174,893 at 6%; with 100% employer match about $196,755 at 4% or $131,170 at 6%.
Southern Company Services Inc. Health Care Plan for Retirees-0$380,590,137$105,509,414-
Retiree Group Life Insurance Plan for Southern Company Services Inc.-0$225,226,132$14,029,847-
Health and Welfare Plan for Retirees & Inactive Employees of Agl Resources Inc.-0$132,510,663$23,423,573-
Southern Company Services Inc. Health Reimbursement Arrangement for Retirees Plan-0---
Southern Company Services Inc. Health and Welfare Benefits Plan-28,147---
2023727,802$24,684,482,998$577,477,093$20,771iApproximate average salary by contribution assumption: employee only about $519,277 at 4% or $346,184 at 6%; with 50% employer match about $346,184 at 4% or $230,790 at 6%; with 100% employer match about $259,638 at 4% or $173,092 at 6%.
The Southern Company Pension Plan-25,843$15,596,954,837--
The Southern Company Employee Savings Plan-27,802$8,390,479,468$425,033,781$15,288iApproximate average salary by contribution assumption: employee only about $382,197 at 4% or $254,798 at 6%; with 50% employer match about $254,798 at 4% or $169,865 at 6%; with 100% employer match about $191,099 at 4% or $127,399 at 6%.
Southern Company Services Inc. Health Care Plan for Retirees-0$363,218,807$121,646,136-
Retiree Group Life Insurance Plan for Southern Company Services Inc.-16,756$214,321,663$5,993,172$358iApproximate average salary by contribution assumption: employee only about $8,942 at 4% or $5,961 at 6%; with 50% employer match about $5,961 at 4% or $3,974 at 6%; with 100% employer match about $4,471 at 4% or $2,981 at 6%.
Health and Welfare Plan for Retirees & Inactive Employees of Agl Resources Inc.-0$119,508,223$24,804,004-
Southern Company Services Inc. Health Reimbursement Arrangement for Retirees Plan-0---
Southern Company Services Inc. Health and Welfare Benefits Plan-27,791---
2022727,619$23,207,911,151$539,595,297$19,537iApproximate average salary by contribution assumption: employee only about $488,428 at 4% or $325,618 at 6%; with 50% employer match about $325,618 at 4% or $217,079 at 6%; with 100% employer match about $244,214 at 4% or $162,809 at 6%.
The Southern Company Pension Plan-25,179$14,822,086,516--
The Southern Company Employee Savings Plan-27,549$7,767,823,982$395,292,411$14,349iApproximate average salary by contribution assumption: employee only about $358,718 at 4% or $239,145 at 6%; with 50% employer match about $239,145 at 4% or $159,430 at 6%; with 100% employer match about $179,359 at 4% or $119,573 at 6%.
Southern Company Services Inc. Health Care Plan for Retirees-0$318,331,617$115,166,498-
Retiree Group Life Insurance Plan for Southern Company Services Inc.-0$195,391,915$6,285,440-
Health and Welfare Plan for Retirees & Inactive Employees of Agl Resources Inc.-0$104,277,121$22,850,948-
Southern Company Services Inc. Health Reimbursement Arrangement for Retirees Plan-0---
Southern Company Services Inc. Health and Welfare Benefits Plan-27,619---
2021727,069$27,535,683,259$536,535,124$19,821iApproximate average salary by contribution assumption: employee only about $495,525 at 4% or $330,350 at 6%; with 50% employer match about $330,350 at 4% or $220,234 at 6%; with 100% employer match about $247,763 at 4% or $165,175 at 6%.
The Southern Company Pension Plan-25,620$18,023,592,096--
The Southern Company Employee Savings Plan-27,061$8,717,104,122$376,958,884$13,930iApproximate average salary by contribution assumption: employee only about $348,249 at 4% or $232,166 at 6%; with 50% employer match about $232,166 at 4% or $154,777 at 6%; with 100% employer match about $174,125 at 4% or $116,083 at 6%.
Southern Company Services Inc. Health Care Plan for Retirees-0$409,706,061$130,655,267-
Retiree Group Life Insurance Plan for Southern Company Services Inc.-0$254,621,455$8,197,417-
Health and Welfare Plan for Retirees & Inactive Employees of Agl Resources Inc.-0$130,659,525$20,723,556-
Southern Company Services Inc. Health and Welfare Benefits Plan-27,069---
Southern Company Services Inc. Health Reimbursement Arrangement for Retirees Plan-0---
2020927,531$24,983,797,376$532,947,677$19,358iApproximate average salary by contribution assumption: employee only about $483,952 at 4% or $322,635 at 6%; with 50% employer match about $322,635 at 4% or $215,090 at 6%; with 100% employer match about $241,976 at 4% or $161,317 at 6%.
The Southern Company Pension Plan-26,400$16,279,906,481--
The Southern Company Employee Savings Plan-27,454$7,950,556,029$373,369,557$13,600iApproximate average salary by contribution assumption: employee only about $339,996 at 4% or $226,664 at 6%; with 50% employer match about $226,664 at 4% or $151,109 at 6%; with 100% employer match about $169,998 at 4% or $113,332 at 6%.
Southern Company Services Inc. Health Care Plan for Retirees-0$396,144,281$130,361,899-
Retiree Group Life Insurance Plan for Southern Company Services Inc.-0$240,235,952$9,458,020-
Health and Welfare Plan for Retirees & Inactive Employees of Agl Resources Inc.-0$116,954,633$19,758,201-
Southern Company Personal Choice Plan-0---
Southern Company Flexible Benefits Plan-0---
Southern Company Services Inc. Health Reimbursement Arrangement for Retirees Plan-0---
Southern Company Services Inc. Health and Welfare Benefits Plan-27,531---
2019927,771$23,064,306,802$1,650,087,204$59,418iApproximate average salary by contribution assumption: employee only about $1,485,441 at 4% or $990,294 at 6%; with 50% employer match about $990,294 at 4% or $660,196 at 6%; with 100% employer match about $742,720 at 4% or $495,147 at 6%.
The Southern Company Pension Plan-26,201$14,811,286,503$1,135,958,975$43,356iApproximate average salary by contribution assumption: employee only about $1,083,889 at 4% or $722,593 at 6%; with 50% employer match about $722,593 at 4% or $481,728 at 6%; with 100% employer match about $541,944 at 4% or $361,296 at 6%.
The Southern Company Employee Savings Plan-27,679$7,562,542,331$343,718,972$12,418iApproximate average salary by contribution assumption: employee only about $310,451 at 4% or $206,967 at 6%; with 50% employer match about $206,967 at 4% or $137,978 at 6%; with 100% employer match about $155,226 at 4% or $103,484 at 6%.
Southern Company Services Inc. Health Care Plan for Retirees-0$370,543,438$136,523,775-
Retiree Group Life Insurance Plan for Southern Company Services Inc.-0$215,350,502$10,093,136-
Health and Welfare Plan for Retirees & Inactive Employees of Agl Resources Inc.-0$104,584,028$23,792,346-
Southern Company Personal Choice Plan-349---
Southern Company Services Inc. Health Reimbursement Arrangement for Retirees Plan-0---
Southern Company Flexible Benefits Plan-7,933---
Southern Company Services Inc. Health and Welfare Benefits Plan-27,771---
20181029,145$18,903,571,510$502,843,447$17,253iApproximate average salary by contribution assumption: employee only about $431,329 at 4% or $287,553 at 6%; with 50% employer match about $287,553 at 4% or $191,702 at 6%; with 100% employer match about $215,665 at 4% or $143,776 at 6%.
The Southern Company Pension Plan-26,509$12,047,249,445--
The Southern Company Employee Savings Plan-29,080$6,263,046,470$351,866,784$12,100iApproximate average salary by contribution assumption: employee only about $302,499 at 4% or $201,666 at 6%; with 50% employer match about $201,666 at 4% or $134,444 at 6%; with 100% employer match about $151,249 at 4% or $100,833 at 6%.
Southern Company Services Inc. Health Care Plan for Retirees-0$319,347,542$118,528,580-
Retiree Group Life Insurance Plan for Southern Company Services Inc.-0$184,630,341$9,411,156-
Health and Welfare Plan for Retirees & Inactive Employees of Agl Resources Inc.-0$89,297,712$23,036,927-
Southern Company Personal Choice Plan-502---
Southern Company Flexible Benefits Plan-19,324---
Southern Company Services Inc. Health Reimbursement Arrangement for Retirees Plan-0---
Southern Company Services Inc. Health and Welfare Benefits Plan-29,145---
Nicor Gas Employee Benefit Association-0---
20171430,457$22,128,234,489$524,678,568$17,227iApproximate average salary by contribution assumption: employee only about $430,672 at 4% or $287,114 at 6%; with 50% employer match about $287,114 at 4% or $191,410 at 6%; with 100% employer match about $215,336 at 4% or $143,557 at 6%.
The Southern Company Pension Plan-24,360$13,432,803,479--
The Southern Company Employee Savings Plan-30,457$5,937,890,237$293,609,983$9,640iApproximate average salary by contribution assumption: employee only about $241,004 at 4% or $160,669 at 6%; with 50% employer match about $160,669 at 4% or $107,113 at 6%; with 100% employer match about $120,502 at 4% or $80,335 at 6%.
Agl Resources Inc. Retirement Plan-0$1,079,564,105--
Agl Resources Inc. Retirement Savings Plus Plan-0$798,690,249$42,166,244-
Southern Company Services Inc. Health Care Plan for Retirees-0$361,933,831$145,526,878-
Retiree Group Life Insurance Plan for Southern Company Services Inc.-0$203,696,536$9,880,871-
Nicor Gas Thrift Plan-0$197,888,037$11,305,270-
Health and Welfare Plan for Retirees & Inactive Employees of Agl Resources Inc.-0$115,019,260$22,189,322-
Nicor Gas Employee Benefit Association-1,351$748,755--
Southern Company Services Inc. Health and Welfare Benefits Plan-25,184---
Southern Company Flexible Benefits Plan-19,462---
Southern Company Personal Choice Plan-556---
Southern Company Services Inc. Health Reimbursement Arrangement for Retirees Plan-0---
Agl Resources Inc. Welfare Benefit Plan-0---
20161326,231$19,143,748,744$1,393,997,312$53,143iApproximate average salary by contribution assumption: employee only about $1,328,578 at 4% or $885,719 at 6%; with 50% employer match about $885,719 at 4% or $590,479 at 6%; with 100% employer match about $664,289 at 4% or $442,859 at 6%.
The Southern Company Pension Plan-25,347$10,930,063,323$900,000,000$35,507iApproximate average salary by contribution assumption: employee only about $887,679 at 4% or $591,786 at 6%; with 50% employer match about $591,786 at 4% or $394,524 at 6%; with 100% employer match about $443,840 at 4% or $295,893 at 6%.
The Southern Company Employee Savings Plan-26,155$5,700,092,739$291,356,521$11,140iApproximate average salary by contribution assumption: employee only about $278,490 at 4% or $185,660 at 6%; with 50% employer match about $185,660 at 4% or $123,773 at 6%; with 100% employer match about $139,245 at 4% or $92,830 at 6%.
Agl Resources Inc. Retirement Plan-2,702$997,496,762--
Agl Resources Inc. Retirement Savings Plus Plan-3,908$716,800,048$43,908,459$11,236iApproximate average salary by contribution assumption: employee only about $280,888 at 4% or $187,259 at 6%; with 50% employer match about $187,259 at 4% or $124,839 at 6%; with 100% employer match about $140,444 at 4% or $93,629 at 6%.
Southern Company Services Inc. Health Care Plan for Retirees-0$335,000,002$113,167,492-
Nicor Gas Thrift Plan-1,477$183,917,372$10,380,940$7,028iApproximate average salary by contribution assumption: employee only about $175,710 at 4% or $117,140 at 6%; with 50% employer match about $117,140 at 4% or $78,093 at 6%; with 100% employer match about $87,855 at 4% or $58,570 at 6%.
Retiree Group Life Insurance Plan for Southern Company Services Inc.-0$181,614,337$11,861,603-
Health and Welfare Plan for Retirees & Inactive Employees of Agl Resources Inc.-0$97,262,415$22,934,013-
Nicor Gas Employee Benefit Association-1,337$1,501,746$388,284$290iApproximate average salary by contribution assumption: employee only about $7,260 at 4% or $4,840 at 6%; with 50% employer match about $4,840 at 4% or $3,227 at 6%; with 100% employer match about $3,630 at 4% or $2,420 at 6%.
Southern Company Services Inc. Health and Welfare Benefits Plan-26,231---
Southern Company Flexible Benefits Plan-20,529---
Southern Company Personal Choice Plan-706---
Agl Resources Inc. Welfare Benefit Plan-5,289---
2015727,528$15,499,072,486$374,603,299$13,608iApproximate average salary by contribution assumption: employee only about $340,202 at 4% or $226,801 at 6%; with 50% employer match about $226,801 at 4% or $151,201 at 6%; with 100% employer match about $170,101 at 4% or $113,401 at 6%.
The Southern Company Pension Plan-25,591$9,572,244,293--
The Southern Company Employee Savings Plan-27,165$5,395,013,688$277,847,473$10,228iApproximate average salary by contribution assumption: employee only about $255,704 at 4% or $170,469 at 6%; with 50% employer match about $170,469 at 4% or $113,646 at 6%; with 100% employer match about $127,852 at 4% or $85,235 at 6%.
Southern Company Services Inc. Health Care Plan for Retirees-0$352,927,626$88,891,056-
Retiree Group Life Insurance Plan for Southern Company Services Inc.-0$178,886,879$7,864,770-
Southern Company Services Inc. Health and Welfare Benefits Plan-27,528---
Southern Company Flexible Benefits Plan-21,153---
Southern Company Personal Choice Plan-1,064---
2014727,217$16,206,261,416$864,587,126$31,766iApproximate average salary by contribution assumption: employee only about $794,161 at 4% or $529,441 at 6%; with 50% employer match about $529,441 at 4% or $352,960 at 6%; with 100% employer match about $397,080 at 4% or $264,720 at 6%.
The Southern Company Pension Plan-25,474$10,042,078,631$500,000,000$19,628iApproximate average salary by contribution assumption: employee only about $490,696 at 4% or $327,131 at 6%; with 50% employer match about $327,131 at 4% or $218,087 at 6%; with 100% employer match about $245,348 at 4% or $163,565 at 6%.
The Southern Company Employee Savings Plan-26,847$5,581,051,978$263,320,497$9,808iApproximate average salary by contribution assumption: employee only about $245,205 at 4% or $163,470 at 6%; with 50% employer match about $163,470 at 4% or $108,980 at 6%; with 100% employer match about $122,602 at 4% or $81,735 at 6%.
Southern Company Services Inc. Health Care Plan for Retirees-0$395,751,953$93,409,719-
Retiree Group Life Insurance Plan for Southern Company Services Inc.-0$187,378,854$7,856,910-
Southern Company Services Inc. Health and Welfare Benefits Plan-27,217---
Southern Company Flexible Benefits Plan-20,773---
Southern Company Personal Choice Plan-1,074---
2013727,197$14,909,031,190$376,866,751$13,857iApproximate average salary by contribution assumption: employee only about $346,423 at 4% or $230,949 at 6%; with 50% employer match about $230,949 at 4% or $153,966 at 6%; with 100% employer match about $173,212 at 4% or $115,474 at 6%.
The Southern Company Pension Plan-25,703$9,280,535,936--
The Southern Company Employee Savings Plan-26,748$5,035,868,981$251,484,446$9,402iApproximate average salary by contribution assumption: employee only about $235,050 at 4% or $156,700 at 6%; with 50% employer match about $156,700 at 4% or $104,467 at 6%; with 100% employer match about $117,525 at 4% or $78,350 at 6%.
Southern Company Services Inc. Health Care Plan for Retirees-0$409,127,340$119,951,815-
Retiree Group Life Insurance Plan for Southern Company Services Inc.-0$183,498,933$5,430,490-
Southern Company Services Inc. Health and Welfare Benefits Plan-27,197---
Southern Company Personal Choice Plan-1,214---
Southern Company Flexible Benefits Plan-20,567---
20121527,135$13,780,409,211$816,714,825$30,098iApproximate average salary by contribution assumption: employee only about $752,455 at 4% or $501,637 at 6%; with 50% employer match about $501,637 at 4% or $334,425 at 6%; with 100% employer match about $376,228 at 4% or $250,818 at 6%.
The Southern Company Pension Plan-25,853$8,429,367,396$445,000,000$17,213iApproximate average salary by contribution assumption: employee only about $430,318 at 4% or $286,878 at 6%; with 50% employer match about $286,878 at 4% or $191,252 at 6%; with 100% employer match about $215,159 at 4% or $143,439 at 6%.
The Southern Company Employee Savings Plan-25,567$4,810,847,681$243,740,656$9,533iApproximate average salary by contribution assumption: employee only about $238,335 at 4% or $158,890 at 6%; with 50% employer match about $158,890 at 4% or $105,927 at 6%; with 100% employer match about $119,168 at 4% or $79,445 at 6%.
Southern Company Services Inc. Health Care Plan for Retirees-0$374,119,009$120,424,791-
Retiree Group Life Insurance Plan for Southern Company Services Inc.-0$166,075,125$7,549,378-
Ad&D Insurance Plan for Employees of Southern Company Services Inc. Et Al-0---
Business Travel Accident Insurance Plan-0---
Southern Co. Services Inc. Separation Pay Plan-89---
Group Life Insurance Plan for Southern Svc. Inc. & Assoc. or Affil.-0---
Southern Company Flexible Benefits Plan-20,555---
Dependent Life Insurance Plan for Southern Company Services Inc.-0---
Southern Company Accident & Sickness Plan-0---
The Southern Company Long Term Disability Plan-0---
Southern Company Personal Choice Plan-3,220---
Southern Company Services Inc. Dental Benefits Plan-0---
Southern Company Services Inc. Health and Welfare Benefits Plan-27,135---
20111526,992$12,566,717,649$329,312,012$12,200iApproximate average salary by contribution assumption: employee only about $305,009 at 4% or $203,339 at 6%; with 50% employer match about $203,339 at 4% or $135,560 at 6%; with 100% employer match about $152,504 at 4% or $101,670 at 6%.
Business Travel Accident Insurance Plan-26,992---
20101526,507$12,117,102,772$952,103,549$35,919iApproximate average salary by contribution assumption: employee only about $897,974 at 4% or $598,649 at 6%; with 50% employer match about $598,649 at 4% or $399,099 at 6%; with 100% employer match about $448,987 at 4% or $299,325 at 6%.
20091527,033$10,464,725,949$342,739,726$12,679iApproximate average salary by contribution assumption: employee only about $316,964 at 4% or $211,309 at 6%; with 50% employer match about $211,309 at 4% or $140,873 at 6%; with 100% employer match about $158,482 at 4% or $105,655 at 6%.
20081527,489$9,753,062,755$350,113,439$12,736iApproximate average salary by contribution assumption: employee only about $318,412 at 4% or $212,275 at 6%; with 50% employer match about $212,275 at 4% or $141,517 at 6%; with 100% employer match about $159,206 at 4% or $106,137 at 6%.
20071527,204$12,861,076,134$558,945,221$20,546iApproximate average salary by contribution assumption: employee only about $513,661 at 4% or $342,441 at 6%; with 50% employer match about $342,441 at 4% or $228,294 at 6%; with 100% employer match about $256,830 at 4% or $171,220 at 6%.
20061626,593$12,159,782,503$510,403,016$19,193iApproximate average salary by contribution assumption: employee only about $479,828 at 4% or $319,886 at 6%; with 50% employer match about $319,886 at 4% or $213,257 at 6%; with 100% employer match about $239,914 at 4% or $159,943 at 6%.
20051826,907$10,938,966,442$508,619,751$18,903iApproximate average salary by contribution assumption: employee only about $472,572 at 4% or $315,048 at 6%; with 50% employer match about $315,048 at 4% or $210,032 at 6%; with 100% employer match about $236,286 at 4% or $157,524 at 6%.
20041926,466$10,341,754,096$473,873,167$17,905iApproximate average salary by contribution assumption: employee only about $447,624 at 4% or $298,416 at 6%; with 50% employer match about $298,416 at 4% or $198,944 at 6%; with 100% employer match about $223,812 at 4% or $149,208 at 6%.
20031926,472$3,606,422,323$404,772,774$15,291iApproximate average salary by contribution assumption: employee only about $382,265 at 4% or $254,843 at 6%; with 50% employer match about $254,843 at 4% or $169,896 at 6%; with 100% employer match about $191,133 at 4% or $127,422 at 6%.
20022026,581$8,061,053,514$414,197,785$15,582iApproximate average salary by contribution assumption: employee only about $389,562 at 4% or $259,708 at 6%; with 50% employer match about $259,708 at 4% or $173,139 at 6%; with 100% employer match about $194,781 at 4% or $129,854 at 6%.
20012226,316$8,810,423,542$374,802,216$14,242iApproximate average salary by contribution assumption: employee only about $356,059 at 4% or $237,373 at 6%; with 50% employer match about $237,373 at 4% or $158,249 at 6%; with 100% employer match about $178,030 at 4% or $118,686 at 6%.
20002232,599$3,325,955,025$212,149,050$6,508iApproximate average salary by contribution assumption: employee only about $162,696 at 4% or $108,464 at 6%; with 50% employer match about $108,464 at 4% or $72,309 at 6%; with 100% employer match about $81,348 at 4% or $54,232 at 6%.
19991932,949$2,639,345,825$166,491,789$5,053iApproximate average salary by contribution assumption: employee only about $126,325 at 4% or $84,217 at 6%; with 50% employer match about $84,217 at 4% or $56,145 at 6%; with 100% employer match about $63,163 at 4% or $42,108 at 6%.