Plan Ledger DOL Form 5500 · updated monthly

Brookfield Power US Holding America Co.401(k)

BROOKFIELD RENEWABLE ENERGY GROUP RETIREMENT PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Brookfield Power US Holding America Co. reported $166,686 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $10,665 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 2 years on file its reported administrative ratio rose from 0.06% to 0.07%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other utilities employers. By assets it is the 358th-largest of 5,648 plans among New York employers on file, and the 83rd of 412 in utilities. In 2024, employees put in $1.02 for every $1.00 the employer contributed; active participation has grown from 830 to 1,581 since 2022.

Plan summary
Net assets, end of year$279,131,664
Participants with balances1,911
Active participants1,581
Employer contributions$16,860,762
Employee contributions$17,113,757
Employer contribution per active participant$10,665
Average account balance$146,066
Benefits paid to participants$25,574,801
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$279.1M · 1,911 accts · $16.9M emplr
2023$229.0M · 1,793 accts · $11.7M emplr
2022$170.0M · 1,111 accts · $8.2M emplr
The Brookfield Power US Holding America Co. 401(k) match · 2024
Employer contribution per active participant$10,665
Median for plans this size$4,294
2024$10,665 per active participant
2023$7,708 per active participant
2022$9,910 per active participant

Brookfield Power US Holding America Co.'s 2024 employer contribution ran above the $4,294 median for plans its size, placing it in the top quarter of its peers. 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 · 20241
THE VANGUARD GROUP, INC. · Recordkeeping · Trustee (directed)$173,150

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$166,686 · 0.07%
2023$149,287 · 0.07%
2022$114,188 · 0.06%
Same employer
Similar plansUtilities · New York
Terra-Gen, LLC NY$68.6M · 0.19%
Rev Renewables Ops, LLC NY$26.5M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200834708 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.