Southwest Power Pool 401(k) match, vesting and fees
What Southwest Power Pool'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 | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Landmark, Plc (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,287 defined-contribution plans in professional, scientific, and technical services with 500 to 999 participants.
| Southwest Power Pool: employer contribution per participant | $4,886 | |
| Peer median | $2,600 |
| Southwest Power Pool: average balance | $231,006 | |
| Peer median | $84,124 |
| Southwest Power Pool: admin expenses ÷ assets | 0.07% | |
| Peer median | 0.17% |
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 $183M at the end of plan year 2021 to $225M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 978 | $225M | $4.7M | $4,886 | 0.07% | Not published | Form 5500 ↗ |
| 2023 | 898 | $194M | $4.2M | $4,656 | 0.08% | Not published | Form 5500 ↗ |
| 2022 | 790 | $158M | $3.8M | $4,753 | 0.09% | Not published | Form 5500 ↗ |
| 2021 | 791 | $183M | $3.3M | $4,228 | 0.09% | Not published | Form 5500 ↗ |
Other Southwest Power Pool plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Southwest Power Pool, Inc. 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 | Milliman, Inc. | Schedule C ↗ |
| Independent auditor | Landmark Plc, Cpa (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Southwest Power Pool match 401(k) contributions?
The match terms for the Southwest Power Pool 401(k) Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $4.7M in employer contributions, about $4,886 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Southwest Power Pool 401(k) match vested?
The vesting schedule for the Southwest Power Pool 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Southwest Power Pool 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is Southwest Power Pool, Inc..
I left Southwest Power Pool. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Southwest Power Pool, Inc., (501) 614-3200) or the recordkeeper, Transamerica Retirement Solutions. The Southwest Power Pool old 401(k) page lists the contacts from every plan filing. Find an old Southwest Power Pool 401(k)
Data from the public Form 5500 annual reports Southwest Power Pool filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Southwest Power Pool. Not financial advice. Report a correction · Methodology