Edison Electric Institute 401(k) match, vesting and fees
What Edison Electric Institute'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 | Cliftonlarsonallen 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 2025 medians for 942 defined-contribution plans in other services with 100 to 499 participants.
| Edison Electric Institute: employer contribution per participant | $8,778 | |
| Peer median | $1,890 |
| Edison Electric Institute: average balance | $345,309 | |
| Peer median | $56,033 |
| Edison Electric Institute: admin expenses ÷ assets | 0.04% | |
| Peer median | 0.37% |
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 $103M at the end of plan year 2021 to $104M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 306 | $104M | $2.7M | $8,778 | 0.04% | Not published | Form 5500 ↗ |
| 2024 | 312 | $103M | $2.9M | $9,501 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 315 | $98.1M | $2.9M | $9,212 | 0.04% | Not published | Form 5500 ↗ |
| 2022 | 304 | $85M | $2.6M | $8,499 | 0.06% | Not published | Form 5500 ↗ |
| 2021 | 300 | $103M | $2.5M | $8,428 | 0.06% | Not published | Form 5500 ↗ |
Other Edison Electric Institute plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Retirement Income Plan for Employees of Edison Electric Institute
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 | Cliftonlarsonallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Edison Electric Institute match 401(k) contributions?
The match terms for the Edison Electric Institute Cooperative Savings Plan have not been published from its filing yet. The plan year 2025 filing reports $2.7M in employer contributions, about $8,778 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Edison Electric Institute 401(k) match vested?
The vesting schedule for the Edison Electric Institute Cooperative Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Edison Electric Institute 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is The Vanguard Group, Inc.. The plan administrator is Edison Electric Institute.
I left Edison Electric Institute. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Edison Electric Institute, (202) 508-5000) or the recordkeeper, The Vanguard Group, Inc.. The Edison Electric Institute old 401(k) page lists the contacts from every plan filing. Find an old Edison Electric Institute 401(k)
Data from the public Form 5500 annual reports Edison Electric Institute filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Edison Electric Institute. Not financial advice. Report a correction · Methodology