Defined Benefit (Pension) · DOL Form 5500 · 2023

Nisource Inc. Pension Plan

Data updated 2026-08-25

$364M
Total assets Above avg plan size
1,202
Participants Near avg headcount
97th
Percentile by assets National rank
$302,801
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Columbia Energy Group Pension Plan · Sponsored by Nisource Inc. · Indiana · Utilities

$364M in assets, 1,202 participants

Nisource Inc.'s Columbia Energy Group Pension Plan reported $364M in total assets and 1,202 participants in its 2023 DOL Form 5500 filing, ranking in the 97th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #568 in Utilities (721 peers)

Coverage in Indiana

Columbia Energy Group Pension Plan covers 1,202 participants in Indiana, 2.2x the typical Indiana plan (state average ~541 per filing). Assets: $364M.

#568
in Utilities (721 peers)
-2.1%
assets change YoY
3.7×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Columbia Energy Group Pension Plan's outsized position by total assets

Columbia Energy Group Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$363,967,044 Top 3% higher than 97% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Columbia Energy Group Pension Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Columbia Energy Group Pension Plan lands in the large band (1,202 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Columbia Energy Group Pension Plan reported net income rose from -$160M in the plan year 2022 filing to -$8M in the plan year 2023 filing.
  • Columbia Energy Group Pension Plan reported participants fell from 1,325 in the plan year 2022 filing to 1,202 in the plan year 2023 filing.
  • Columbia Energy Group Pension Plan end-of-year assets fell from $372M in the plan year 2022 filing to $364M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 352108964 · Nisource Inc. PY 2023 · Defined Benefit (Pension)

Columbia Energy Group Pension Plan · $364M · 1,202 · 97th

  • NET $364M
  • NET 1,202
  • NET 97th
  • NET Defined Benefit (Pension)
  • NET near Munson Retirement Plan
  • NET ind #568

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Utilities retirement plans → · Plans in Indiana →

Columbia Energy Group Pension Plan in the asset neighbourhood

Retirement Income Plan for the Employees of National Railroad Passenger CorporationRetirement Income Plan for t…$365MMunson Retirement Plan$365MColumbia Energy Group Pension PlanColumbia Energy Group Pensio…$364MThe Hanover Insurance Group Cash Balance Pension PlanThe Hanover Insurance Group …$363MGeneral Dynamics Land Systems Pension AgreementGeneral Dynamics Land System…$363M
End-of-year total assets ($M) among Columbia Energy Group Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$372M
Net Assets (End of Year)$364M
Net Income-$8M
Employer EIN352108964
Plan Effective Date1943-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nisource Inc.)

Sponsor-wide plan assets over time

All Nisource Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2.4B 25.69694315937217% vs 2022
2024 filing year
$1.8B$2B$2.2B$2.4B$2.6B 202220232024 $1.88B $2.37B ▲ +26.1%
Year Plans Participants Total Assets
2022 2 8,886 $1.9B
2023 2 8,727 $2.1B
2024 2 8,722 $2.4B

Nearby Defined Benefit (Pension) Plans in Indiana

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Columbia Energy Group Pension Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -5051015 Total assets ($B) Participants Columbia Energy Group Pension Plan, Total assets ($B): 0.363967044 · Participants: 1202Columbia Energy Group Pension PlanThe Lilly Retirement Plan, Total assets ($B): 11.68755379 · Participants: 19111The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.321162584 · Participants: 26560Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.654720253 · Participants: 10800Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.277905032 · Participants: 8197Elevance Health Cash Balance Plan aNisource Pension Plan, Total assets ($B): 1.063713087 · Participants: 2174Nisource Pension Plan
Columbia Energy Group Pension Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare Columbia Energy Group Pension Plan side-by-side with 3 peers →

Columbia Energy Group Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Indiana, the nearest Defined Benefit (Pension) by assets is Munson Retirement Plan in MI ($365M); by covered participants it is Sheet Metal Workers Local Union No. 80 Pension Fund in MI (1,202 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,202 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Columbia Energy Group Pension Plan assets move in 2023? ▼
Columbia Energy Group Pension Plan edged down modestly - down 2.1% during 2023, from $372M to $364M. Reported net income was -$8M.
How have Nisource Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nisource Inc.'s sponsor-wide assets grew 25.7%, from $1.9B to $2.4B.
Where does Columbia Energy Group Pension Plan rank by assets among Form 5500 filers? ▼
Columbia Energy Group Pension Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Columbia Energy Group Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Munson Retirement Plan in MI ($365M, 924 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Columbia Energy Group Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Sheet Metal Workers Local Union No. 80 Pension Fund in MI (1,202 participants, $393M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 352108964.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.