Spire Alabama retirement plan: assets, participants and fees
What Spire Alabama's retirement plan 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 | Fid Inv Inst Ops Co | Schedule C ↗ |
| Independent auditor | Forvis Mazars,llp (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 61 pension plans in utilities with 1,000 to 4,999 participants.
| Spire Alabama: employer contribution per participant | $22,868 | |
| Peer median | $5,235 |
| Spire Alabama: average balance | $83,223 | |
| Peer median | $191,670 |
| Spire Alabama: admin expenses ÷ assets | 1.50% | |
| Peer median | 0.52% |
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 $115M at the end of plan year 2021 to $140M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,677 | $140M | $38.4M | $22,868 | 1.50% | Not published | Form 5500 ↗ |
| 2023 | 1,713 | $106M | $10.7M | $6,252 | 1.02% | Not published | Form 5500 ↗ |
| 2022 | 1,395 | $98M | $26.4M | $18,961 | 0.88% | Not published | Form 5500 ↗ |
| 2021 | 1,369 | $115M | $11.3M | $8,254 | 0.79% | Not published | Form 5500 ↗ |
Other Spire Alabama plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
United Steelworkers Spire Alabama 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.
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Spire Alabama match 401(k) contributions?
The match terms for the Spire Retirement Income Plan have not been published from its filing yet. The plan year 2024 filing reports $38.4M in employer contributions, about $22,868 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Spire Alabama 401(k) match vested?
The vesting schedule for the Spire Retirement Income Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Spire Alabama 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fid Inv Inst Ops Co. The plan administrator is Spire Alabama Inc..
I left Spire Alabama. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Spire Alabama Inc., (314) 342-0739) or the recordkeeper, Fid Inv Inst Ops Co. The Spire Alabama old 401(k) page lists the contacts from every plan filing. Find an old Spire Alabama 401(k)
Data from the public Form 5500 annual reports Spire Alabama 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 Spire Alabama. Not financial advice. Report a correction · Methodology