Capital Power Operations USA 401(k) match, vesting and fees
What Capital Power Operations 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 | Oneamerica Retirement Services, LLC | Schedule C ↗ |
| Independent auditor | Warady & Davis LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 289 defined-contribution plans in utilities with 100 to 499 participants.
| Capital Power Operations USA: employer contribution per participant | $6,911 | |
| Peer median | $3,629 |
| Capital Power Operations USA: average balance | $174,940 | |
| Peer median | $86,045 |
| Capital Power Operations USA: admin expenses ÷ assets | 0.15% | |
| Peer median | 0.26% |
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 $24M at the end of plan year 2021 to $24.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 225 | $24.3M | $961K | $6,911 | 0.15% | Not published | Form 5500 ↗ |
| 2023 | 129 | $22.3M | $781K | $6,302 | 0.12% | Not published | Form 5500 ↗ |
| 2022 | 141 | $19.6M | $803K | $5,820 | 0.26% | Not published | Form 5500 ↗ |
| 2021 | 145 | $24M | $1M | $7,472 | 0.12% | Not published | Form 5500 ↗ |
Common questions
Does Capital Power Operations USA match 401(k) contributions?
The match terms for the Capital Power Operations USA Inc. 401k Plan have not been published from its filing yet. The plan year 2024 filing reports $961K in employer contributions, about $6,911 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Capital Power Operations USA 401(k) match vested?
The vesting schedule for the Capital Power Operations USA Inc. 401k Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Capital Power Operations USA 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Oneamerica Retirement Services, LLC. The plan administrator is Capital Power Operations USA Inc..
I left Capital Power Operations USA. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Capital Power Operations USA Inc., (617) 330-1340) or the recordkeeper, Oneamerica Retirement Services, LLC. The Capital Power Operations USA old 401(k) page lists the contacts from every plan filing. Find an old Capital Power Operations USA 401(k)
Data from the public Form 5500 annual reports Capital Power Operations USA 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 Capital Power Operations USA. Not financial advice. Report a correction · Methodology