401(k) · DOL Form 5500 · 2022
Puget Sound Energy, Inc. 401(k) Plan
Data updated 2026-08-11
- $1.0B
- Total assets
- 3,233
- Participants
- 99th
- Percentile by assets
- $318,061
- Avg per participant
Official DOL plan name: Investment Plan for Employees of Puget Sound Energy, Inc. · Sponsored by Puget Sound Energy, Inc. · Washington · Utilities
$1.0B in assets, 3,233 participants
Puget Sound Energy, Inc.'s Investment Plan for Employees of Puget Sound Energy, Inc. reported $1.0B in total assets and 3,233 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 139,126 plans)
- #661 in Utilities (738 peers)
Coverage in Washington
Investment Plan for Employees of Puget Sound Energy, Inc. covers 3,233 participants in Washington, 2.2x the typical Washington plan (state average ~1,476 per filing). Assets: $1.0B.
- $1.0B
- total plan assets (2022 EOY)
- 3,233
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $318,061
- avg assets per participant
The plan reported a net loss of $212M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Washington filers
In Washington, the average filing covers about 1,476 participants across 2,612 plans. Investment Plan for Employees of Puget Sound Energy, Inc. reports 3,233 participants - 2.2x that state average ($1.0B EOY assets).
Washington filing particulars
| Total Assets (Beginning of Year) | $1.2B |
|---|---|
| Net Assets (End of Year) | $1.0B |
| Net Income | -$212M |
| Employer EIN | 910374630 |
| Plan Effective Date | 1970-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Puget Sound Energy, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 5,223 | $1.7B |
| 2023 | 2 | 5,217 | $2.0B |
| 2024 | 2 | 5,261 | $2.2B |
Nearby 401(k) Plans in Washington
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Investment Plan for Employees of Puget Sound Energy, Inc. vs. nearby 401(k) plans in Washington, assets vs. participants
- The Boeing Company 401(k) Retirement Plan $63.5B · 118,434
- Microsoft Corporation Savings Plus 401(k) Plan $39.6B · 109,797
- Costco 401(k) Retirement Plan $25.9B · 181,505
- Amazon 401(k) Plan $17.7B · 1,230,308
- T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust $7.3B · 75,797
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Investment Plan for Employees of Puget Sound Energy, Inc. by total assets, not by location.
- Technipfmc Retirement Savings Plan (TX) $1.0B · 3,352
- Barrick Retirement Plan (NV) $1.0B · 6,733
- Ineos Retirement Savings Plan (TX) $1.0B · 4,380
- Berry Global Employees 401(k) Retirement Plan (IN) $1.0B · 17,147
Frequently Asked Questions
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Filing takeaways
Ways to act on Investment Plan for Employees of Puget Sound Energy, Inc.'s numbers.
- By total assets, Investment Plan for Employees of Puget Sound Energy, Inc. ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Washington. Compare plans
- Puget Sound Energy, Inc.'s sponsor-wide assets have grown 25.8% since 2022 across 3 plan years on file. More Utilities plans