Defined Benefit (Pension) · DOL Form 5500 · 2023

Nisource Inc. Pension Plan

Data updated 2026-08-11

$364M
Total assets
1,202
Participants
97th
Percentile by assets
$302,801
Avg per participant
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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.

  • 97th percentile by assets (of 127,072 plans)
  • #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.

$364M
total plan assets (2023 EOY)
1,202
covered participants
97th
percentile by assets (of 127,072 plans)
$302,801
avg assets per participant

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.

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 →

State
Industry

Participants vs Indiana filers

In Indiana, the average filing covers about 541 participants across 2,302 plans. Columbia Energy Group Pension Plan reports 1,202 participants - 2.2x that state average ($364M EOY assets).

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.)

$1.8B$2B$2.2B$2.4B$2.6B 202220232024 $1.88B $2.37B ▲ +26.1%
Total plan assets by year, all Nisource Inc. plans on file
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

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 Grou…The Lilly Retirement…Cummins Pension PlanIndiana Laborers Pen…Elevance Health Cash…Nisource Pension Plan
Columbia Energy Group Pension Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Columbia Energy Group Pension Plan by total assets, not by location.

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).

Next read for Columbia Energy Group Pension Plan

Filing takeaways

Ways to act on Columbia Energy Group Pension Plan's numbers.

  • By total assets, Columbia Energy Group Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Indiana. Compare plans
  • Nisource Inc.'s sponsor-wide assets have grown 25.7% since 2022 across 3 plan years on file. More Utilities plans