SPX Enterprises 401(k) match, vesting and fees
What SPX Enterprises' 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 Investments Institutional | Schedule C ↗ |
| Independent auditor | Bdo USA, P.C. (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 91 defined-contribution plans in manufacturing with 5,000 to 9,999 participants.
| SPX Enterprises: employer contribution per participant | $2,000 | |
| Peer median | $2,852 |
| SPX Enterprises: average balance | $186,391 | |
| Peer median | $136,445 |
| SPX Enterprises: admin expenses ÷ assets | 0.05% | |
| Peer median | 0.07% |
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 $687M at the end of plan year 2022 to $1.1B at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 6,818 | $1.1B | $11.8M | $2,000 | 0.05% | Not published | Form 5500 ↗ |
| 2024 | 6,831 | $969M | $11.3M | $1,908 | 0.05% | Not published | Form 5500 ↗ |
| 2023 | 7,001 | $826M | $9.8M | $1,744 | 0.05% | Not published | Form 5500 ↗ |
| 2022 | 6,598 | $687M | $8.1M | $1,450 | 0.06% | Not published | Form 5500 ↗ |
Other SPX Enterprises plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Spx US 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 | Plante & Moran PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Patterson-Kelley 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.
| Independent auditor | Plante & Moran PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does SPX Enterprises match 401(k) contributions?
The match terms for the Spx Retirement Savings and Stock Ownership Plan have not been published from its filing yet. The plan year 2025 filing reports $11.8M in employer contributions, about $2,000 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the SPX Enterprises 401(k) match vested?
The vesting schedule for the Spx Retirement Savings and Stock Ownership Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the SPX Enterprises 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is Administrative Committee - Spx.
I left SPX Enterprises. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Administrative Committee - Spx, (980) 474-3700) or the recordkeeper, Fidelity Investments Institutional. The SPX Enterprises old 401(k) page lists the contacts from every plan filing. Find an old SPX Enterprises 401(k)
Data from the public Form 5500 annual reports SPX Enterprises filed with the U.S. Department of Labor (plan years 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 SPX Enterprises. Not financial advice. Report a correction · Methodology