Portland General Electric 401(k) match, vesting and fees
What Portland General 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 Inv. Inst. Ops. Co. | Schedule C ↗ |
| Independent auditor | Grant Thornton LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 87 defined-contribution plans in utilities with 1,000 to 4,999 participants.
| Portland General Electric: employer contribution per participant | $9,235 | |
| Peer median | $5,188 |
| Portland General Electric: average balance | $302,243 | |
| Peer median | $183,243 |
| Portland General Electric: admin expenses ÷ assets | 0.11% | |
| Peer median | 0.09% |
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 $1.1B at the end of plan year 2023 to $1.2B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 4,096 | $1.2B | $37.7M | $9,235 | 0.11% | Not published | Form 5500 ↗ |
| 2023 | 4,052 | $1.1B | $33.9M | $8,358 | 0.12% | Not published | Form 5500 ↗ |
Other Portland General Electric plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Portland General Electric Company Pension 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 | Aon Consulting, Inc. | Schedule C ↗ |
| Independent auditor | Grant Thornton LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Portland General Electric match 401(k) contributions?
The match terms for the Portland General Electric Company 401k Plan have not been published from its filing yet. The plan year 2024 filing reports $37.7M in employer contributions, about $9,235 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Portland General Electric 401(k) match vested?
The vesting schedule for the Portland General Electric Company 401k Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Portland General Electric 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Inv. Inst. Ops. Co.. The plan administrator is Portland General Electric Company.
I left Portland General Electric. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Portland General Electric Company, (503) 464-7693) or the recordkeeper, Fidelity Inv. Inst. Ops. Co.. The Portland General Electric old 401(k) page lists the contacts from every plan filing. Find an old Portland General Electric 401(k)
Data from the public Form 5500 annual reports Portland General Electric 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 Portland General Electric. Not financial advice. Report a correction · Methodology