401(k) · DOL Form 5500 · 2022

Essential Utilities, Inc. 401(k) Plan

Data updated 2026-08-25

$503M
Total assets Above avg plan size
1,623
Participants Near avg headcount
98th
Percentile by assets National rank
$310,179
Avg per participant High balance/head
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Official DOL plan name: Essential Utilities, Inc. 401(k) Plan · Sponsored by Essential Utilities, Inc. · Pennsylvania · Utilities

$503M in assets, 1,623 participants

Essential Utilities, Inc.'s Essential Utilities, Inc. 401(k) Plan reported $503M in total assets and 1,623 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.

  • #619 in Utilities (738 peers)

Where Essential Utilities, Inc. 401(k) Plan sits by assets

Essential Utilities, Inc. 401(k) Plan sits in the top 5% of all filed plans by assets, $503M for 1,623 participants (~$310,179/participant), up 54.6% in 2022.

#619
in Utilities (738 peers)
+54.6%
assets growth YoY
5.1×
vs typical plan assets (national mean)

The plan reported a net loss of $56M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Essential Utilities, Inc. 401(k) Plan's outsized position by total assets

Essential Utilities, Inc. 401(k) Plan vs every filed plan by assets

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

$503,420,870 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

Essential Utilities, Inc. 401(k) 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. Essential Utilities, Inc. 401(k) Plan lands in the large band (1,623 participants).

Plan-year Form 5500 strip

Filing strip 231702594 · Essential Utilities, Inc. PY 2022 · 401(k)

Essential Utilities, Inc. 401(k) Plan · $503M · 1,623 · 98th

  • PCT $503M
  • PCT 1,623
  • PCT 98th
  • PCT 401(k)
  • PCT near Stagwell Marketing Group 401(k) Plan
  • PCT ind #619

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 →

Essential Utilities, Inc. 401(k) Plan in the asset neighbourhood

Protective Life Corporation 401(k) PlanProtective Life Corporation …$504MBreakthru Beverage Group 401(k) PlanBreakthru Beverage Group 401…$504MEssential Utilities, Inc. 401(k) PlanEssential Utilities, Inc. 40…$503MStagwell Marketing Group 401(k) PlanStagwell Marketing Group 401…$503MIngram 401(k) Plan$503M
End-of-year total assets ($M) among Essential Utilities, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$326M
Net Assets (End of Year)$503M
Net Income-$56M
Employer EIN231702594
Plan Effective Date2003-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Essential Utilities, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$923M 7.829601814281283% vs 2022
2024 filing year
$800M$850M$900M$950M 202220232024 $856M $923M ▲ +7.8%
Year Plans Participants Total Assets
2022 2 2,324 $856M
2023 2 3,703 $880M
2024 2 3,778 $923M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Essential Utilities, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Essential Utilities, Inc. 401(k) Plan, Total assets ($B): 0.50342087 · Participants: 1623Essential Utilities, Inc. 401(k) 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
Essential Utilities, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Essential Utilities, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Stagwell Marketing Group 401(k) Plan in DC ($503M); by covered participants it is Mathis Brothers 401(k) Plan in OK (1,623 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($503M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,623 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 Essential Utilities, Inc. 401(k) Plan assets move in 2022? ▼
Essential Utilities, Inc. 401(k) Plan surged - up 54.6% during 2022, from $326M to $503M. Reported net income was -$56M.
How have Essential Utilities, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Essential Utilities, Inc.'s sponsor-wide assets grew 7.8%, from $856M to $923M.
Where does Essential Utilities, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Essential Utilities, Inc. 401(k) 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 Essential Utilities, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stagwell Marketing Group 401(k) Plan in DC ($503M, 1,833 participants).
Which 401(k) plans cover a similar participant headcount to Essential Utilities, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mathis Brothers 401(k) Plan in OK (1,623 participants, $51M 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 231702594.

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.