401(k) · DOL Form 5500 · 2024

Puget Sound Energy, Inc. 401(k) Plan

Data updated 2026-07-24

$1.3B
Total assets: 3,403
Participants: 99th
Percentile by assets: $393,640
Avg per participant

Official DOL plan name: Investment Plan for Employees of Puget Sound Energy, Inc. · Sponsored by Puget Sound Energy, Inc. · Washington · Utilities

$1.3B in assets, 3,403 participants

Puget Sound Energy, Inc.'s Investment Plan for Employees of Puget Sound Energy, Inc. reported $1.3B in total assets and 3,403 participants in its 2024 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 116,472 plans)

Coverage in Washington

Investment Plan for Employees of Puget Sound Energy, Inc. covers 3,403 participants in Washington, 2.3x the typical Washington plan (state average ~1,466 per filing). Assets: $1.3B.

$1.3B
total plan assets (2024 EOY): 3,403
covered participants: 99th
percentile by assets (of 116,472 plans): $393,640
avg assets per participant

Investment Plan for Employees of Puget Sound Energy, Inc. reported net income fell from $178M in the plan year 2023 filing to $134M in the plan year 2024 filing.
Investment Plan for Employees of Puget Sound Energy, Inc. end-of-year assets rose from $1.2B in the plan year 2023 filing to $1.3B in the plan year 2024 filing.
Investment Plan for Employees of Puget Sound Energy, Inc. reported participants rose from 3,306 in the plan year 2023 filing to 3,403 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Washington

Industry

Utilities

Participants vs Washington filers

In Washington, the average filing covers about 1,466 participants across 2,450 plans. Investment Plan for Employees of Puget Sound Energy, Inc. reports 3,403 participants - 2.3x that state average ($1.3B EOY assets).

Washington filing particulars

Total Assets (Beginning of Year)	$1.2B
Net Assets (End of Year)	$1.3B
Net Income	$134M
Employer EIN	910374630
Plan Effective Date	1970-08-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Puget Sound Energy, Inc.)

Total plan assets by year, all Puget Sound Energy, Inc. plans on file

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 $73.9B · 139,394
Microsoft Corporation Savings Plus 401(k) Plan $65.6B · 118,818
Costco 401(k) Retirement Plan $41.0B · 202,468
Amazon 401(k) Plan $34.6B · 1,209,303
401(k) Savings Plan $10.1B · 86,668

Compare Investment Plan for Employees of Puget S… side-by-side with 3 peers →

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.

Xl America, Inc. Employee Savings Plan (CT) $1.3B · 2,309
Barrick Retirement Plan (NV) $1.3B · 7,327
Promedica Health System, Inc. 401(k) Plan (OH) $1.3B · 17,786
Penske Truck Leasing Co., L.P. Savings Retirement Plan (PA) $1.3B · 17,512

Frequently Asked Questions

How did Investment Plan for Employees of Puget Sound Energy, Inc. assets move in 2024? ▼

Investment Plan for Employees of Puget Sound Energy, Inc. grew at a solid clip - up 11.1% during 2024, from $1.2B to $1.3B. Reported net income was $134M.

How have Puget Sound Energy, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Puget Sound Energy, Inc.'s sponsor-wide assets grew 25.8%, from $1.7B to $2.2B.

Where does Investment Plan for Employees of Puget Sound Energy, Inc. rank by assets among Form 5500 filers? ▼

Investment Plan for Employees of Puget Sound Energy, Inc. ranks in the 99th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).

Which 401(k) plans are similar in size to Investment Plan for Employees of Puget Sound Energy, Inc.? ▼

Among 401(k) plans in other states, the closest by assets is Xl America, Inc. Employee Savings Plan in CT ($1.3B, 2,309 participants).

Next read for Investment Plan for Employees of Puget S…

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

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 910374630.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.