401(k) · DOL Form 5500 · 2022

Ugi Utilities, Inc. 401(k) Plan

Data updated 2026-08-25

$476M
Total assets Above avg plan size
2,360
Participants Above avg headcount
98th
Percentile by assets National rank
$201,731
Avg per participant Above avg balance/head
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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.

  • #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.

#614
in Utilities (738 peers)
-7.7%
assets change YoY
4.8×
vs typical plan assets (national mean)

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.

Ugi Utilities, Inc. Savings Plan's outsized position by total assets

Ugi Utilities, Inc. Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$476,084,333 Top 2% higher than 98% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Ugi Utilities, Inc. Savings Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ugi Utilities, Inc. Savings Plan lands in the large band (2,360 participants).

Plan-year Form 5500 strip

Filing strip 231174060 · Ugi Utilities, Inc. PY 2022 · 401(k)

Ugi Utilities, Inc. Savings Plan · $476M · 2,360 · 98th

  • TYPE $476M
  • NET 2,360
  • BOOK 98th
  • VS-ST 401(k)
  • BOY near Husch Blackwell LLP 401(k) Plan
  • SCH ind #614

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Utilities retirement plans → · Plans in Pennsylvania →

Ugi Utilities, Inc. Savings Plan in the asset neighbourhood

Sanmina Corporation 401(k) PlanSanmina Corporation 401(k) P…$476MUgi Utilities, Inc. Savings PlanUgi Utilities, Inc. Savings …$476MHusch Blackwell LLP 401(k) PlanHusch Blackwell LLP 401(k) P…$476MSimon Property Group and Adopting Entities Matching Savings PlanSimon Property Group and Ado…$476MBeam Suntory Retirement Savings PlanBeam Suntory Retirement Savi…$476M
End-of-year total assets ($M) among Ugi Utilities, Inc. Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$516M
Net Assets (End of Year)$476M
Net Income-$107M
Employer EIN231174060
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ugi Utilities, Inc.)

Sponsor-wide plan assets over time

All Ugi Utilities, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.1B 18.185015892820623% vs 2022
2024 filing year
$0.9B$1B$1.1B$1.2B 202220232024 $0.96B $1.13B ▲ +17.7%
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 Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Ugi Utilities, Inc. Savings Plan, Total assets ($B): 0.476084333 · Participants: 2360Ugi Utilities, Inc. Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Ugi Utilities, Inc. Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Ugi Utilities, Inc. Savings Plan side-by-side with 3 peers →

Ugi Utilities, Inc. Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Husch Blackwell LLP 401(k) Plan in MO ($476M); by covered participants it is Wieland North America, Inc. Retirement Savings Plan in KY (2,360 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($476M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,360 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ugi Utilities, Inc. Savings Plan assets move in 2022? ▼
Ugi Utilities, Inc. Savings Plan pulled back noticeably - down 7.7% during 2022, from $516M to $476M. Reported net income was -$107M.
How have Ugi Utilities, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ugi Utilities, Inc.'s sponsor-wide assets grew 18.2%, from $960M to $1.1B.
Where does Ugi Utilities, Inc. Savings Plan rank by assets among Form 5500 filers? ▼
Ugi Utilities, Inc. Savings Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Ugi Utilities, Inc. Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Husch Blackwell LLP 401(k) Plan in MO ($476M, 1,325 participants).
Which 401(k) plans cover a similar participant headcount to Ugi Utilities, Inc. Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wieland North America, Inc. Retirement Savings Plan in KY (2,360 participants, $300M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 231174060.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.