Ohio Valley Electric 401(k) match, vesting and fees
What Ohio Valley Electric'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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Sikich Cpa LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 46 defined-contribution plans in utilities with 500 to 999 participants.
| Ohio Valley Electric: employer contribution per participant | $4,095 | |
| Peer median | $4,869 |
| Ohio Valley Electric: average balance | $236,153 | |
| Peer median | $141,910 |
| Ohio Valley Electric: admin expenses ÷ assets | 0.02% | |
| Peer median | 0.11% |
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 $163M at the end of plan year 2021 to $150M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 641 | $150M | $2.6M | $4,095 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 609 | $138M | $1.9M | $3,226 | 0.03% | Not published | Form 5500 ↗ |
| 2022 | 607 | $127M | $2M | $3,257 | 0.03% | Not published | Form 5500 ↗ |
| 2021 | 643 | $163M | $1.9M | $3,020 | 0.03% | Not published | Form 5500 ↗ |
Other Ohio Valley Electric plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Retirement Plan for Ees of Ohio Valley Electric Corp/Indiana-Kentucky Electric Corp
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 | Willis Towers Watson | Schedule C ↗ |
| Independent auditor | Sikich Cpa LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Ohio Valley Electric match 401(k) contributions?
The match terms for the Supplemental Pension & Savings Plan for Ees of Ohio Valley Electric Corp and Indiana-Kentucky Electric Corp have not been published from its filing yet. The plan year 2024 filing reports $2.6M in employer contributions, about $4,095 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Ohio Valley Electric 401(k) match vested?
The vesting schedule for the Supplemental Pension & Savings Plan for Ees of Ohio Valley Electric Corp and Indiana-Kentucky Electric Corp is not in the data published so far. Your Summary Plan Description states it.
Who manages the Ohio Valley Electric 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Ohio Valley Electric Corporation.
I left Ohio Valley Electric. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Ohio Valley Electric Corporation, (740) 289-7202) or the recordkeeper, Fidelity Investments Institutional. The Ohio Valley Electric old 401(k) page lists the contacts from every plan filing. Find an old Ohio Valley Electric 401(k)
Data from the public Form 5500 annual reports Ohio Valley Electric 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 Ohio Valley Electric. Not financial advice. Report a correction · Methodology