BWXT Investment 401(k) match, vesting and fees
What BWXT Investment'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 | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Bauknight Pietras & Stormer, P.A. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 135 defined-contribution plans in professional, scientific, and technical services with 5,000 to 9,999 participants.
| BWXT Investment: employer contribution per participant | $4,389 | |
| Peer median | $2,490 |
| BWXT Investment: average balance | $181,151 | |
| Peer median | $122,161 |
| BWXT Investment: admin expenses ÷ assets | 0.04% | |
| Peer median | 0.05% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $1.3B at the end of plan year 2021 to $1.5B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 8,648 | $1.5B | $37.2M | $4,389 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 7,596 | $1.3B | $33.3M | $4,479 | 0.05% | Not published | Form 5500 ↗ |
| 2022 | 7,148 | $1.1B | $29.5M | $4,202 | 0.05% | Not published | Form 5500 ↗ |
| 2021 | 7,045 | $1.3B | $29.2M | $4,223 | 0.05% | Not published | Form 5500 ↗ |
Other BWXT Investment plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Bwxt Retirement 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.
| Independent auditor | Bauknight, Pietras & Stormer, P.A. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does BWXT Investment match 401(k) contributions?
The match terms for the Bwxt Thrift Plan have not been published from its filing yet. The plan year 2024 filing reports $37.2M in employer contributions, about $4,389 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the BWXT Investment 401(k) match vested?
The vesting schedule for the Bwxt Thrift Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the BWXT Investment 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is Bwxt Employee Benefits Committee.
I left BWXT Investment. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Bwxt Employee Benefits Committee, (434) 522-3800) or the recordkeeper, The Vanguard Group, Inc.. The BWXT Investment old 401(k) page lists the contacts from every plan filing. Find an old BWXT Investment 401(k)
Data from the public Form 5500 annual reports BWXT Investment filed with the U.S. Department of Labor (plan years 2021 and 2022 and 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 BWXT Investment. Not financial advice. Report a correction · Methodology