Eos Energy Storage retirement plan: assets, participants and fees
What Eos Energy Storage's retirement plan 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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Grossman Yanak & Ford LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,612 defined-contribution plans in manufacturing with 500 to 999 participants.
| Eos Energy Storage: employer contribution per participant | $2,079 | |
| Peer median | $2,038 |
| Eos Energy Storage: average balance | $16,241 | |
| Peer median | $72,907 |
| Eos Energy Storage: admin expenses ÷ assets | 1.77% | |
| Peer median | 0.20% |
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 $4.2M at the end of plan year 2022 to $10.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 656 | $10.7M | $1.4M | $2,079 | 1.77% | Not published | Form 5500 ↗ |
| 2023 | 572 | $7.1M | $999K | $1,750 | 1.84% | Not published | Form 5500 ↗ |
| 2022 | 395 | $4.2M | $811K | $2,069 | 2.48% | Not published | Form 5500 ↗ |
Common questions
Does Eos Energy Storage match 401(k) contributions?
The match terms for the Eos Energy Storage LLC Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $1.4M in employer contributions, about $2,079 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Eos Energy Storage 401(k) match vested?
The vesting schedule for the Eos Energy Storage LLC Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Eos Energy Storage 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Eos Energy Storage LLC.
I left Eos Energy Storage. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Eos Energy Storage LLC, (732) 225-8400) or the recordkeeper, Principal Life Insurance Company. The Eos Energy Storage old 401(k) page lists the contacts from every plan filing. Find an old Eos Energy Storage 401(k)
Data from the public Form 5500 annual reports Eos Energy Storage filed with the U.S. Department of Labor (plan years 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 Eos Energy Storage. Not financial advice. Report a correction · Methodology