401(k) · DOL Form 5500 · 2022
Ugi Utilities, Inc. 401(k) Plan
Data updated 2026-08-11
- $476M
- Total assets
- 2,360
- Participants
- 98th
- Percentile by assets
- $201,731
- Avg per participant
Official DOL plan name: Ugi Utilities, Inc. Savings Plan · Sponsored by Ugi Utilities, Inc. · Pennsylvania · Utilities
$476M in assets, 2,360 participants
Ugi Utilities, Inc.'s Ugi Utilities, Inc. Savings Plan reported $476M in total assets and 2,360 participants in its 2022 DOL Form 5500 filing, ranking in the 98th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 98th percentile by assets (of 139,126 plans)
- #614 in Utilities (738 peers)
Coverage in Pennsylvania
Ugi Utilities, Inc. Savings Plan covers 2,360 participants in Pennsylvania, 2.9x the typical Pennsylvania plan (state average ~822 per filing). Assets: $476M.
- $476M
- total plan assets (2022 EOY)
- 2,360
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $201,731
- avg assets per participant
The plan reported a net loss of $107M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Ugi Utilities, Inc. Savings Plan reports 2,360 participants - 2.9x that state average ($476M EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $516M |
|---|---|
| Net Assets (End of Year) | $476M |
| Net Income | -$107M |
| Employer EIN | 231174060 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ugi Utilities, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,999 | $960M |
| 2023 | 2 | 2,892 | $1.1B |
| 2024 | 2 | 3,258 | $1.1B |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Ugi Utilities, Inc. Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
- Comcast Corporation Retirement - Investment Plan $14.8B · 97,769
- Cigna 401(k) Plan $11.5B · 66,147
- The PNC Financial Services Group, Inc. Incentive Savings Plan $8.1B · 59,451
- The Vanguard Retirement and Savings Plan $8.1B · 17,073
- The Bank of New York Mellon Corporation 401(k) Savings Plan $7.8B · 25,071
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Ugi Utilities, Inc. Savings Plan by total assets, not by location.
- Husch Blackwell LLP 401(k) Plan (MO) $476M · 1,325
- Simon Property Group and Adopting Entities Matching Savings Plan (IN) $476M · 3,271
- Sanmina Corporation 401(k) Plan (CA) $476M · 5,556
- Beam Suntory Retirement Savings Plan (IL) $476M · 1,788
Frequently Asked Questions
How did Ugi Utilities, Inc. Savings Plan assets move in 2022? ▼
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Where does Ugi Utilities, Inc. Savings Plan rank by assets among Form 5500 filers? ▼
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Next read for Ugi Utilities, Inc. Savings Plan
Filing takeaways
Ways to act on Ugi Utilities, Inc. Savings Plan's numbers.
- By total assets, Ugi Utilities, Inc. Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
- Ugi Utilities, Inc.'s sponsor-wide assets have grown 18.2% since 2022 across 3 plan years on file. More Utilities plans