Puget Sound Energy 401(k) and pension plans

Puget Sound Energy, Inc., Bellevue, WA. EIN 91-0374630. Annual reports 2009–2025.

Puget Sound Energy, Inc. has 2 active retirement plans on file. The largest is the Retirement Plan for Employees of Puget Sound Energy, Inc., with 5,061 participants and $862 million in assets in 2025. Milliman has been its administrator since 2009.

Active plans: 2
Participants: 9,698
Plan assets: $2.4 billion
401(k) recordkeeper: T. Rowe Price
Plans on file: 2
Industry: Utilities

All 2 plans

Active plans first

Retirement Plan for Employees of Puget Sound Energy, Inc.

Cash balance pensionActive

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 001Employer EIN 91-0374630
Participants (2025): 5,061
Net assets (2025): $862 million
Administered by: Milliman2009–2025
Plan administrator: Puget Sound Energy, Inc. Retirement Committee
P.O. Box 97034
Bellevue, WA 98009
(425) 462-3389As filed for 2025
In effect since: January 1, 1958

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	5,061	$862 million	Milliman
2024	5,133	$777 million	Milliman
2023	5,216	$751 million	Milliman
2022	5,268	$664 million	Milliman
2021	5,389	$905 million	Milliman
2020	5,504	$844 million	Milliman
2019	5,556	$759 million	Milliman
2018	5,638	$664 million	Milliman
2017	5,752	$711 million	Milliman
2016	5,790	$647 million	Milliman
2015	5,874	$630 million	Milliman
2014	5,955	$633 million	Milliman
2013	6,023	$622 million	Milliman
2012	6,072	$536 million	Milliman
2011	6,046	$484 million	Milliman
2010	5,991	$531 million	Milliman
2009	5,895	$490 million	Milliman

Investment Plan for Employees of Puget Sound Energy, Inc.

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 002Employer EIN 91-0374630
Participants (2025): 4,637
Net assets (2025): $1.5 billion
Recordkeeper: T. Rowe Price2009–2025
Plan administrator: Investment Plan Administrative Committee for Puget Sound Energy
355 110TH Ave Ne
Bellevue, WA 98004
(425) 456-2585As filed for 2025
In effect since: August 1, 1970

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	4,637	$1.5 billion	T. Rowe Price
2024	4,428	$1.3 billion	T. Rowe Price
2023	4,561	$1.2 billion	T. Rowe Price
2022	4,425	$1.0 billion	T. Rowe Price
2021	4,334	$1.2 billion	T. Rowe Price
2020	4,228	$1.1 billion	T. Rowe Price
2019	4,276	$981 million	T. Rowe Price
2018	4,209	$821 million	T. Rowe Price
2017	4,121	$876 million	T. Rowe Price
2016	3,934	$772 million	T. Rowe Price
2015	3,808	$705 million	T. Rowe Price
2014	3,659	$734 million	T. Rowe Price
2013	3,591	$716 million	T. Rowe Price
2012	3,750	$614 million	T. Rowe Price
2011	3,725	$545 million	T. Rowe Price
2010	3,758	$557 million	T. Rowe Price
2009	3,774	$483 million	T. Rowe Price

If you had money in one of these plans

Call T. Rowe Price (troweprice.com), which runs the Investment Plan for Employees of Puget Sound Energy, Inc.. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((425) 462-3389). That number was filed for 2025; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Retirement Plan for Employees of Puget Sound Energy, Inc.

Investment Plan for Employees of Puget Sound Energy, Inc.

If you had money in one of these plans

What these numbers are

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