Find an old Madison Gas and Electric 401(k)

Who to contact about an account in each of the 6 Madison Gas and Electric plans, from the filings. Free, no sign-up, no Social Security number.

Madison Gas and Electric Company Retirement Savings Plan

Madison Gas and Electric Company · Plan 008 · EIN 39-0444025 · Madison, WI

Active · plan year 2024 filing401(k)
Plan administratorMadison Gas and Electric Company
P.O. Box 1231, 133 S. Blair St., Madison, WI 53701-1231
Form 5500 ↗
Recordkeeper (who holds the accounts)The Vanguard Group, Inc.Schedule C ↗
Former employees with balances73 separated participants still had money in the planForm 5500 ↗

Madison Gas & Electric Company Retirement Savings Plan for Bargaining Employees

Madison Gas & Electric Company · Plan 009 · EIN 39-0444025 · Madison, WI

Active · plan year 2024 filing401(k)
Plan administratorMadison Gas & Electric Company
P.O. Box 1231, 133 S Blair St., Madison, WI 53701-1231
Form 5500 ↗
Recordkeeper (who holds the accounts)The Vanguard Group, Inc.Schedule C ↗
Former employees with balances47 separated participants still had money in the planForm 5500 ↗

Madison Gas & Electric Company 401(k) Retirement Accumulation Plan

Madison Gas & Electric Company · Plan 005 · EIN 39-0444025 · Madison, WI

Active · plan year 2024 filing401(k)
Plan administratorMadison Gas & Electric Company
P.O. Box 1231, 133 South Blair Street, Madison, WI 53701-1231
Form 5500 ↗
Recordkeeper (who holds the accounts)The Vanguard Group, Inc.Schedule C ↗
Former employees with balances95 separated participants still had money in the planForm 5500 ↗

Madison Gas and Electric Company 401(k) Retirement Accumulation Plan for Bargaining Employees

Madison Gas and Electric Company · Plan 006 · EIN 39-0444025 · Madison, WI

Active · plan year 2024 filing401(k)
Plan administratorMadison Gas and Electric Company
P.O. Box 1231, 133 S. Blair St., Madison, WI 53701-1231
Form 5500 ↗
Recordkeeper (who holds the accounts)The Vanguard Group, Inc.Schedule C ↗
Former employees with balances61 separated participants still had money in the planForm 5500 ↗

Madison Gas and Electric Company Retirement Plan

Madison Gas and Electric Company · Plan 002 · EIN 39-0444025 · Madison, WI

Active · plan year 2024 filingPension (defined benefit)
Plan administratorMadison Gas and Electric Company
133 South Blair Street, Madison, WI 53701-1231
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances101 separated participants still had money in the planForm 5500 ↗

Madison Gas and Electric Company Retirement Plan for Bargaining Employees

Madison Gas and Electric Company · Plan 001 · EIN 39-0444025 · Madison, WI

Active · plan year 2024 filingPension (defined benefit)
Plan administratorMadison Gas and Electric Company
133 South Blair Street, Madison, WI 53701-1231
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances69 separated participants still had money in the planForm 5500 ↗

Madison Gas and Electric 401(k) match, vesting and fees →

Found it? Your options

Leave itOften allowed if your balance is over $7,000. You keep the plan's investments and fees.
Move it to your new job's planIf the new plan accepts roll-ins. Ask the new plan's recordkeeper.
Roll it into an IRAMore investment choices, and you control it. A direct rollover avoids withholding and penalties.
Cash outUsually taxed, plus a 10% penalty if you are under 59½.

General information, not financial or tax advice. Rules depend on your plan and situation.

How to track down the account

  1. Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
  2. If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
  3. Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.

Common questions

How do I find my old Madison Gas and Electric 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Madison Gas and Electric Company, (608) 252-7101. The accounts are held by the recordkeeper, The Vanguard Group, Inc.. Have your Social Security number and dates of employment ready.

What is the Madison Gas and Electric 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (608) 252-7101.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Madison Gas and Electric and does not hold accounts. Not financial advice. Report a correction