Baytex Energy USA 401(k) match, vesting and fees
What Baytex Energy USA's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Merrill Lynch, Pierce, Fenner and S | Schedule C ↗ |
| Independent auditor | Bdo USA, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2023 medians for 369 defined-contribution plans in mining, quarrying, and oil and gas extraction with 100 to 499 participants.
| Baytex Energy USA: employer contribution per participant | $6,981 | |
| Peer median | $2,865 |
| Baytex Energy USA: average balance | $130,130 | |
| Peer median | $64,407 |
| Baytex Energy USA: admin expenses ÷ assets | 0.03% | |
| Peer median | 0.32% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $22M at the end of plan year 2023.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2023 | 203 | $22M | $1.2M | $6,981 | 0.03% | Not published | Form 5500 ↗ |
Other Baytex Energy USA plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Baytex Energy USA, Inc. 401(k) Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Bdo USA, P.C. (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Common questions
Does Baytex Energy USA match 401(k) contributions?
The match terms for the Baytex Energy USA, Inc. 401k Plan have not been published from its filing yet. The plan year 2023 filing reports $1.2M in employer contributions, about $6,981 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Baytex Energy USA 401(k) match vested?
The vesting schedule for the Baytex Energy USA, Inc. 401k Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Baytex Energy USA 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Merrill Lynch, Pierce, Fenner and S. The plan administrator is Baytex Energy USA, Inc..
I left Baytex Energy USA. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Baytex Energy USA, Inc., (713) 722-6560) or the recordkeeper, Merrill Lynch, Pierce, Fenner and S. The Baytex Energy USA old 401(k) page lists the contacts from every plan filing. Find an old Baytex Energy USA 401(k)
Data from the public Form 5500 annual reports Baytex Energy USA filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Baytex Energy USA. Not financial advice. Report a correction · Methodology