Shipley Energy 401(k) match, vesting and fees
What Shipley Energy'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 | Voya Retirement Insurance & Annuity | Schedule C ↗ |
| Independent auditor | Rkl LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,139 defined-contribution plans in retail trade with 100 to 499 participants.
| Shipley Energy: employer contribution per participant | $1,154 | |
| Peer median | $1,216 |
| Shipley Energy: average balance | $61,844 | |
| Peer median | $50,600 |
| Shipley Energy: admin expenses ÷ assets | 0.10% | |
| Peer median | 0.43% |
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 $26.6M at the end of plan year 2023 to $30.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 517 | $30.6M | $570K | $1,154 | 0.10% | Not published | Form 5500 ↗ |
| 2023 | 491 | $26.6M | $425K | $899 | <0.01% | Not published | Form 5500 ↗ |
Other Shipley Energy plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Shipley Servicemen'S Retirement Savings 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 ↗ |
Shipley Energy Company Hourly Employees' 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.
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Shipley Energy match 401(k) contributions?
The match terms for the Shipley Energy 401k Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $570K in employer contributions, about $1,154 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Shipley Energy 401(k) match vested?
The vesting schedule for the Shipley Energy 401k Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Shipley Energy 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Voya Retirement Insurance & Annuity. The plan administrator is Shipley Energy.
I left Shipley Energy. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Shipley Energy, (717) 848-4100) or the recordkeeper, Voya Retirement Insurance & Annuity. The Shipley Energy old 401(k) page lists the contacts from every plan filing. Find an old Shipley Energy 401(k)
Data from the public Form 5500 annual reports Shipley Energy 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 Shipley Energy. Not financial advice. Report a correction · Methodology