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

DTE ELECTRIC COMPANY SAVINGS AND STOCK OWNERSHIP PLAN FOR EMPLOYEES REPRESENTED BY LOCAL 223 OF THE UTILITY WORKERS UNION OF AMERICA

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

DTE ENERGY CORPORATE SERVICES, LLC

This 401(k) plan holds $963M in total assets and serves 3,556 participants as of 2024. It is sponsored by DTE ENERGY CORPORATE SERVICES, LLC in Michigan. The plan reported positive net income of $108M for the year.

Total Assets (2023)
$963M
Participants
3,556
State
Industry
Utilities

What the Filing Says About DTE ELECTRIC COMPANY SAVINGS AND STOCK OWNERSHIP PLAN FOR EMPLOYEES REPRESENTED BY LOCAL 223 OF THE UTILITY WORKERS UNION OF AMERICA

DTE ELECTRIC COMPANY SAVINGS AND STOCK OWNERSHIP PLAN FOR EMPLOYEES REPRESENTED BY LOCAL 223 OF THE UTILITY WORKERS UNION OF AMERICA is a 401(k) retirement plan sponsored by DTE ENERGY CORPORATE SERVICES, LLC, headquartered in Michigan. As of the 2024 Form 5500 filing, the plan reports $963M in total end-of-year assets and covers 3,556 participants across the Utilities industry. The sponsor's EIN on file with the U.S. Department of Labor is 205898509, and the plan has been effective since 1983-06-06. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $858M at the beginning of 2024 to $963M at year-end — a gain of 12.3%. Net assets (after liabilities) closed the year at $963M, with reported net income of $108M 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)$858M
Total Assets (End of Year)$963M
Net Assets (End of Year)$963M
Net Income$108M
Plan Type401(k)
Employer EIN205898509
Plan Effective Date1983-06-06
Filing StatusFILING RECEIVED

Sponsor Plan History (DTE ENERGY CORPORATE SERVICES, LLC)

Year Plans Participants Total Assets
2022 6 15,746 $7.2B
2023 6 15,108 $7.7B
2024 6 14,575 $7.7B

Nearby 401(k) Plans in Michigan

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Frequently Asked Questions

How much money is in the DTE ELECTRIC COMPANY SAVINGS AND STOCK OWNERSHIP PLAN FOR EMPLOYEES REPRESENTED BY LOCAL 223 OF THE UTILITY WORKERS UNION OF AMERICA?
As of the 2024 Form 5500 filing, DTE ELECTRIC COMPANY SAVINGS AND STOCK OWNERSHIP PLAN FOR EMPLOYEES REPRESENTED BY LOCAL 223 OF THE UTILITY WORKERS UNION OF AMERICA holds $963M in total assets with 3,556 participants. It is sponsored by DTE ENERGY CORPORATE SERVICES, LLC.
What type of plan is DTE ELECTRIC COMPANY SAVINGS AND STOCK OWNERSHIP PLAN FOR EMPLOYEES REPRESENTED BY LOCAL 223 OF THE UTILITY WORKERS UNION OF AMERICA?
DTE ELECTRIC COMPANY SAVINGS AND STOCK OWNERSHIP PLAN FOR EMPLOYEES REPRESENTED BY LOCAL 223 OF THE UTILITY WORKERS UNION OF AMERICA is a 401(k) plan. It has been effective since 1983-06-06. The plan is filed with the U.S. Department of Labor under EIN 205898509.
Who sponsors the DTE ELECTRIC COMPANY SAVINGS AND STOCK OWNERSHIP PLAN FOR EMPLOYEES REPRESENTED BY LOCAL 223 OF THE UTILITY WORKERS UNION OF AMERICA?
DTE ELECTRIC COMPANY SAVINGS AND STOCK OWNERSHIP PLAN FOR EMPLOYEES REPRESENTED BY LOCAL 223 OF THE UTILITY WORKERS UNION OF AMERICA is sponsored by DTE ENERGY CORPORATE SERVICES, LLC, located in Michigan. The sponsor's EIN is 205898509 and the plan operates in the Utilities industry.
How did DTE ELECTRIC COMPANY SAVINGS AND STOCK OWNERSHIP PLAN FOR EMPLOYEES REPRESENTED BY LOCAL 223 OF THE UTILITY WORKERS UNION OF AMERICA perform in 2024?
DTE ELECTRIC COMPANY SAVINGS AND STOCK OWNERSHIP PLAN FOR EMPLOYEES REPRESENTED BY LOCAL 223 OF THE UTILITY WORKERS UNION OF AMERICA grew by 12.3% during 2024, moving from $858M to $963M in total assets. Net income was $108M.
Where can I find official filings for DTE ELECTRIC COMPANY SAVINGS AND STOCK OWNERSHIP PLAN FOR EMPLOYEES REPRESENTED BY LOCAL 223 OF THE UTILITY WORKERS UNION OF AMERICA?
Official Form 5500 filings for DTE ELECTRIC COMPANY SAVINGS AND STOCK OWNERSHIP PLAN FOR EMPLOYEES REPRESENTED BY LOCAL 223 OF THE UTILITY WORKERS UNION OF AMERICA are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 205898509 or plan name at efast.dol.gov.
How does DTE ELECTRIC COMPANY SAVINGS AND STOCK OWNERSHIP PLAN FOR EMPLOYEES REPRESENTED BY LOCAL 223 OF THE UTILITY WORKERS UNION OF AMERICA compare to other plans?
You can compare DTE ELECTRIC COMPANY SAVINGS AND STOCK OWNERSHIP PLAN FOR EMPLOYEES REPRESENTED BY LOCAL 223 OF THE UTILITY WORKERS UNION OF AMERICA against other 401(k) plans on the plan type page, or view plans in Michigan 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 205898509.

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.