Find an old Pinnacle West Capital 401(k)

Who to contact about an account in each of the 2 Pinnacle West Capital plans, from the filings. Free, no sign-up, no Social Security number.

Pinnacle West Capital Corporation Savings Plan

Pinnacle West Capital Corporation · Plan 002 · EIN 86-0512431 · Phoenix, AZ

Active · plan year 2024 filing401(k)
Plan administratorPinnacle West Capital Corporation
P.O. Box 53999, Phoenix, AZ 85072-3999
Form 5500 ↗
Recordkeeper (who holds the accounts)Fid Inv Inst Ops CoSchedule C ↗
Former employees with balances1,608 separated participants still had money in the planForm 5500 ↗

Pinnacle West Capital Corporation Retirement Plan

Pinnacle West Capital Corporation · Plan 001 · EIN 86-0512431 · Phoenix, AZ

Active · plan year 2024 filingPension (defined benefit)
Plan administratorPinnacle West Capital Corporation
Benefit Administration Committee, PO Box 53999, Phoenix, AZ 85072-3999
Form 5500 ↗
Recordkeeper (who holds the accounts)Fidelity Inv Inst Ops CoSchedule C ↗
Former employees with balances1,986 separated participants still had money in the planForm 5500 ↗

Pinnacle West Capital 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 Pinnacle West Capital 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Pinnacle West Capital Corporation, (602) 250-3235. The accounts are held by the recordkeeper, Fid Inv Inst Ops Co. Have your Social Security number and dates of employment ready.

What is the Pinnacle West Capital 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (602) 250-3235.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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