Samson Tug and Barge 401(k) match, vesting and fees
What Samson Tug and Barge'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 | Northwest Plan Services | Schedule C ↗ |
| Independent auditor | Elgee Rehfeld (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,836 defined-contribution plans in transportation and warehousing with 100 to 499 participants.
| Samson Tug and Barge: employer contribution per participant | $1,397 | |
| Peer median | $1,076 |
| Samson Tug and Barge: average balance | $57,237 | |
| Peer median | $31,804 |
| Samson Tug and Barge: admin expenses ÷ assets | 0.66% | |
| Peer median | 0.46% |
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 $6.5M at the end of plan year 2021 to $8.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 147 | $8.4M | $205K | $1,397 | 0.66% | Not published | Form 5500 ↗ |
| 2023 | 159 | $7.5M | $192K | $1,442 | 0.18% | Not published | 5500-SF ↗ |
| 2022 | 119 | $6M | $130K | $1,132 | — | Not published | 5500-SF ↗ |
| 2021 | 114 | $6.5M | $80K | $751 | 0.04% | Not published | 5500-SF ↗ |
Other Samson Tug and Barge plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Samson Tug and Barge, Inc. Union Employees 401(k) 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.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Samson Tug & Barge Company Supplemental 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.
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Samson Tug and Barge match 401(k) contributions?
The match terms for the Samson Tug and Barge, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $205K in employer contributions, about $1,397 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Samson Tug and Barge 401(k) match vested?
The vesting schedule for the Samson Tug and Barge, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Samson Tug and Barge 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Northwest Plan Services. The plan administrator is Samson Tug and Barge, Inc..
I left Samson Tug and Barge. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Samson Tug and Barge, Inc., (907) 747-8559) or the recordkeeper, Northwest Plan Services. The Samson Tug and Barge old 401(k) page lists the contacts from every plan filing. Find an old Samson Tug and Barge 401(k)
Data from the public Form 5500 annual reports Samson Tug and Barge 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 Samson Tug and Barge. Not financial advice. Report a correction · Methodology