401(k)
2024 plan-year 401(k) DOL Form 5500

NEW CENTURY ENERGIES, INC. EMPLOYEE INVESTMENT PLAN FOR BARGAINING UNIT EMPLOYEES AND FORMER NON-BARGAINING UNIT EMPLOYEES

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

XCEL ENERGY INC.

This 401(k) plan holds $177M in total assets and serves 993 participants as of 2024. It is sponsored by XCEL ENERGY INC. in Minnesota. The plan reported positive net income of $18M for the year.

Total Assets (2023)
$177M
Participants
993
State
Industry
Utilities

What the Filing Says About NEW CENTURY ENERGIES, INC. EMPLOYEE INVESTMENT PLAN FOR BARGAINING UNIT EMPLOYEES AND FORMER NON-BARGAINING UNIT EMPLOYEES

NEW CENTURY ENERGIES, INC. EMPLOYEE INVESTMENT PLAN FOR BARGAINING UNIT EMPLOYEES AND FORMER NON-BARGAINING UNIT EMPLOYEES is a 401(k) retirement plan sponsored by XCEL ENERGY INC., headquartered in Minnesota. As of the 2024 Form 5500 filing, the plan reports $177M in total end-of-year assets and covers 993 participants across the Utilities industry. The sponsor's EIN on file with the U.S. Department of Labor is 410448030, and the plan has been effective since 1985-03-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $159M at the beginning of 2024 to $177M at year-end — a gain of 11.1%. Net assets (after liabilities) closed the year at $177M, with reported net income of $18M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$159M
Total Assets (End of Year)$177M
Net Assets (End of Year)$177M
Net Income$18M
Plan Type401(k)
Employer EIN410448030
Plan Effective Date1985-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (XCEL ENERGY INC.)

Year Plans Participants Total Assets
2022 8 22,725 $6.3B
2023 8 23,520 $6.6B
2024 8 23,238 $6.7B

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Frequently Asked Questions

How much money is in the NEW CENTURY ENERGIES, INC. EMPLOYEE INVESTMENT PLAN FOR BARGAINING UNIT EMPLOYEES AND FORMER NON-BARGAINING UNIT EMPLOYEES?
As of the 2024 Form 5500 filing, NEW CENTURY ENERGIES, INC. EMPLOYEE INVESTMENT PLAN FOR BARGAINING UNIT EMPLOYEES AND FORMER NON-BARGAINING UNIT EMPLOYEES holds $177M in total assets with 993 participants. It is sponsored by XCEL ENERGY INC..
What type of plan is NEW CENTURY ENERGIES, INC. EMPLOYEE INVESTMENT PLAN FOR BARGAINING UNIT EMPLOYEES AND FORMER NON-BARGAINING UNIT EMPLOYEES?
NEW CENTURY ENERGIES, INC. EMPLOYEE INVESTMENT PLAN FOR BARGAINING UNIT EMPLOYEES AND FORMER NON-BARGAINING UNIT EMPLOYEES is a 401(k) plan. It has been effective since 1985-03-01. The plan is filed with the U.S. Department of Labor under EIN 410448030.
Who sponsors the NEW CENTURY ENERGIES, INC. EMPLOYEE INVESTMENT PLAN FOR BARGAINING UNIT EMPLOYEES AND FORMER NON-BARGAINING UNIT EMPLOYEES?
NEW CENTURY ENERGIES, INC. EMPLOYEE INVESTMENT PLAN FOR BARGAINING UNIT EMPLOYEES AND FORMER NON-BARGAINING UNIT EMPLOYEES is sponsored by XCEL ENERGY INC., located in Minnesota. The sponsor's EIN is 410448030 and the plan operates in the Utilities industry.
How did NEW CENTURY ENERGIES, INC. EMPLOYEE INVESTMENT PLAN FOR BARGAINING UNIT EMPLOYEES AND FORMER NON-BARGAINING UNIT EMPLOYEES perform in 2024?
NEW CENTURY ENERGIES, INC. EMPLOYEE INVESTMENT PLAN FOR BARGAINING UNIT EMPLOYEES AND FORMER NON-BARGAINING UNIT EMPLOYEES grew by 11.1% during 2024, moving from $159M to $177M in total assets. Net income was $18M.
Where can I find official filings for NEW CENTURY ENERGIES, INC. EMPLOYEE INVESTMENT PLAN FOR BARGAINING UNIT EMPLOYEES AND FORMER NON-BARGAINING UNIT EMPLOYEES?
Official Form 5500 filings for NEW CENTURY ENERGIES, INC. EMPLOYEE INVESTMENT PLAN FOR BARGAINING UNIT EMPLOYEES AND FORMER NON-BARGAINING UNIT EMPLOYEES are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 410448030 or plan name at efast.dol.gov.
How does NEW CENTURY ENERGIES, INC. EMPLOYEE INVESTMENT PLAN FOR BARGAINING UNIT EMPLOYEES AND FORMER NON-BARGAINING UNIT EMPLOYEES compare to other plans?
You can compare NEW CENTURY ENERGIES, INC. EMPLOYEE INVESTMENT PLAN FOR BARGAINING UNIT EMPLOYEES AND FORMER NON-BARGAINING UNIT EMPLOYEES against other 401(k) plans on the plan type page, or view plans in Minnesota on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 410448030.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.