Volunteer Energy Cooperative 401(k) match, vesting and fees
What Volunteer Energy Cooperative'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.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 289 defined-contribution plans in utilities with 100 to 499 participants.
| Volunteer Energy Cooperative: employer contribution per participant | $6,440 | |
| Peer median | $3,629 |
| Volunteer Energy Cooperative: average balance | $93,469 | |
| Peer median | $86,045 |
| Volunteer Energy Cooperative: admin expenses ÷ assets | 0.05% | |
| Peer median | 0.26% |
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 $6.2M at the end of plan year 2022 to $10.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 115 | $10.7M | $741K | $6,440 | 0.05% | Not published | 5500-SF ↗ |
| 2023 | 104 | $8.6M | $624K | $6,062 | 0.36% | Not published | 5500-SF ↗ |
| 2022 | 87 | $6.2M | $505K | $5,801 | 0.03% | Not published | 5500-SF ↗ |
Other Volunteer Energy Cooperative plans (3)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Volunteer Energy Cooperative Thrift Savings Plan for Union Employees
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 ↗ |
The Volunteer Energy Cooperative Flexible Compensation 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 ↗ |
Pension Plan for Employees of Volunteer Energy Cooperative
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 | Empower Annuity Ins. Co. of America | Schedule C ↗ |
| Independent auditor | Winnett Associates Plc (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Volunteer Energy Cooperative match 401(k) contributions?
The match terms for the The Volunteer Energy Cooperative Enhanced 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $741K in employer contributions, about $6,440 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Volunteer Energy Cooperative 401(k) match vested?
The vesting schedule for the The Volunteer Energy Cooperative Enhanced 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Volunteer Energy Cooperative 401(k)?
The filing names Volunteer Energy Cooperative as plan administrator; it does not list a recordkeeper.
I left Volunteer Energy Cooperative. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Volunteer Energy Cooperative, (423) 334-1020). The Volunteer Energy Cooperative old 401(k) page lists the contacts from every plan filing. Find an old Volunteer Energy Cooperative 401(k)
Data from the public Form 5500 annual reports Volunteer Energy Cooperative 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 Volunteer Energy Cooperative. Not financial advice. Report a correction · Methodology