Plan Ledger DOL Form 5500 · updated monthly

Bloom Energy Corporation401(k)

BLOOM ENERGY CORPORATION 401K PLAN · SAN JOSE, CA · plan year 2024

Reported admin expense ratio · 2024
0.14%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Bloom Energy Corporation reported $175,388 in plan administrative expenses for 2024: 0.14% of average plan assets, below the peer median. Employer contributions averaged $2,197 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.135%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 725th-largest of 9,483 plans among California employers on file, and the 1,460th of 13,661 in manufacturing. In 2024, employees put in $3.37 for every $1.00 the employer contributed; active participation has shrunk from 2,166 to 1,718 since 2022.

Plan summary
Net assets, end of year$144,402,239
Participants with balances1,351
Active participants1,718
Employer contributions$3,774,943
Employee contributions$12,725,045
Employer contribution per active participant$2,197
Average account balance$106,885
Benefits paid to participants$9,876,310
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$144.4M · 1,351 accts · $3.8M emplr
2023$114.7M · 1,172 accts
2022$86.8M · 1,077 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$127,490
Investment management$47,898
Total administrative$175,388
The Bloom Energy Corporation 401(k) match · 2024
Employer contribution per active participant$2,197
Median for plans this size$3,635

Bloom Energy Corporation's 2024 employer contribution ran below the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$47,898
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$175,388 · 0.14%
2023$158,969 · 0.16%
2022$128,049 · 0.14%
Same employer
Similar plansManufacturing · California
Power Integrations, Inc. CA$146.0M · 0.06%
Delicato Vineyards, LLC CA$145.8M · 0.23%
Kia America, Inc. CA$141.6M · 0.25%
Super Store Industries CA$141.1M · 0.08%
Semtech Corporation CA$139.5M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770565408 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.