Pinnacle West Capital 401(k) match, vesting and fees
What Pinnacle West Capital'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 | Fid Inv Inst Ops Co | Schedule C ↗ |
| Independent auditor | Deloitte & Touche LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 35 defined-contribution plans in management of companies and enterprises with 5,000 to 9,999 participants.
| Pinnacle West Capital: employer contribution per participant | $3,374 | |
| Peer median | $2,915 |
| Pinnacle West Capital: average balance | $201,222 | |
| Peer median | $131,844 |
| Pinnacle West Capital: admin expenses ÷ assets | 0.16% | |
| Peer median | 0.06% |
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 $1.5B at the end of plan year 2023 to $1.6B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 8,163 | $1.6B | $27M | $3,374 | 0.16% | Not published | Form 5500 ↗ |
| 2023 | 7,904 | $1.5B | $24.8M | $3,196 | 0.17% | Not published | Form 5500 ↗ |
Other Pinnacle West Capital plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Pinnacle West Capital Corporation Retirement Plan
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 Inv Inst Ops Co | Schedule C ↗ |
| Independent auditor | Deloitte & Touche (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Pinnacle West Capital match 401(k) contributions?
The match terms for the Pinnacle West Capital Corporation Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $27M in employer contributions, about $3,374 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Pinnacle West Capital 401(k) match vested?
The vesting schedule for the Pinnacle West Capital Corporation Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Pinnacle West Capital 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fid Inv Inst Ops Co. The plan administrator is Pinnacle West Capital Corporation.
I left Pinnacle West Capital. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Pinnacle West Capital Corporation, (602) 250-3235) or the recordkeeper, Fid Inv Inst Ops Co. The Pinnacle West Capital old 401(k) page lists the contacts from every plan filing. Find an old Pinnacle West Capital 401(k)
Data from the public Form 5500 annual reports Pinnacle West Capital filed with the U.S. Department of Labor (plan years 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 Pinnacle West Capital. Not financial advice. Report a correction · Methodology