401(k) · DOL Form 5500 · 2022
Essential Utilities, Inc. 401(k) Plan
Data updated 2026-08-11
- $503M
- Total assets
- 1,623
- Participants
- 98th
- Percentile by assets
- $310,179
- Avg per participant
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.
- 98th percentile by assets (of 139,126 plans)
- #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.
- $503M
- total plan assets (2022 EOY)
- 1,623
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $310,179
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Essential Utilities, Inc. 401(k) Plan outranks 98% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 5.1x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $326M |
|---|---|
| Net Assets (End of Year) | $503M |
| Net Income | -$56M |
| Employer EIN | 231702594 |
| Plan Effective Date | 2003-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Essential Utilities, Inc.)
| 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
- 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 Essential Utilities, Inc. 401(k) Plan by total assets, not by location.
- Stagwell Marketing Group 401(k) Plan (DC) $503M · 1,833
- Breakthru Beverage Group 401(k) Plan (NY) $504M · 5,184
- Ingram 401(k) Plan (TN) $503M · 6,311
- Protective Life Corporation 401(k) Plan (AL) $504M · 3,577
Frequently Asked Questions
How did Essential Utilities, Inc. 401(k) Plan assets move in 2022? ▼
How have Essential Utilities, Inc. plan assets changed over time? ▼
Where does Essential Utilities, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Essential Utilities, Inc. 401(k) Plan? ▼
Next read for Essential Utilities, Inc. 401(k) Plan
Scale reading
Ways to act on Essential Utilities, Inc. 401(k) Plan's numbers.
- By total assets, Essential Utilities, Inc. 401(k) 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
- Essential Utilities, Inc.'s sponsor-wide assets have grown 7.8% since 2022 across 3 plan years on file. More Utilities plans