401(k) · DOL Form 5500 · 2022
Puget Sound Energy, Inc. 401(k) Plan
Data updated 2026-08-25
- $1.0B
- Total assets Very large vs avg
- 3,233
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $318,061
- Avg per participant High balance/head
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.
- #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.
- #661
- in Utilities (738 peers)
- -17.1%
- assets change YoY
- 10×
- vs typical plan assets (national mean)
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.
Investment Plan for Employees of Puget Sound Energy, Inc.'s outsized position by total assets
Investment Plan for Employees of Puget Sound Energy, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,028,290,467 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Investment Plan for Employees of Puget Sound Energy, Inc.'s large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Investment Plan for Employees of Puget Sound Energy, Inc. lands in the large band (3,233 participants).
Plan-year Form 5500 strip
Filing strip 910374630 · Puget Sound Energy, Inc. PY 2022 · 401(k)
Investment Plan for Employees of Puget Sound Energy, Inc. · $1.0B · 3,233 · 99th
- PCT $1.0B
- PCT 3,233
- PCT 99th
- PCT 401(k)
- PCT near Technipfmc Retirement Savings Plan
- PCT ind #661
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 Washington →
Investment Plan for Employees of Puget Sound Energy, Inc. in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Puget Sound Energy, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.2B 25.75939147092969% vs 2022
- 2024 filing year
| 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.
- 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
Investment Plan for Employees of Puget Sound Energy, Inc.'s out-of-state 401(k) peers by assets and headcount
Outside Washington, the nearest 401(k) by assets is Technipfmc Retirement Savings Plan in TX ($1.0B); by covered participants it is Dine Brands Global, Inc. 401(k) Plan in CA (3,233 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.0B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (3,233 participants); asset peers above are excluded.
- Dine Brands Global, Inc. 401(k) Plan (CA) 3,233 · 0 off
- Bg Staff Services Inc. Retirement Savings Plan (TX) 3,235 · 2 off
- Western Pennsylvania Electrical Employees Deferred Compensation Plan (PA) 3,236 · 3 off
- J & J Snack Foods Corp. 401(k) Profit Sharing Plan (NJ) 3,237 · 4 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.