401(k)
2022 plan-year 401(k) DOL Form 5500

UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

UNITIL CORPORATION

This 401(k) plan holds $120M in total assets and serves 495 participants as of 2022. It is sponsored by UNITIL CORPORATION in New Hampshire. The plan reported a net loss of $23M for the year.

Total Assets (2023)
$120M
Participants
495
Industry
Utilities

What the Filing Says About UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN

UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN is a 401(k) retirement plan sponsored by UNITIL CORPORATION, headquartered in New Hampshire. As of the 2022 Form 5500 filing, the plan reports $120M in total end-of-year assets and covers 495 participants across the Utilities industry. The sponsor's EIN on file with the U.S. Department of Labor is 020381573, and the plan has been effective since 1985-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $143M at the beginning of 2022 to $120M at year-end — a decline of 15.9%. Net assets (after liabilities) closed the year at $120M, with reported net income of $-22,616,609 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$143M
Total Assets (End of Year)$120M
Net Assets (End of Year)$120M
Net Income$-22,616,609
Plan Type401(k)
Employer EIN020381573
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (UNITIL CORPORATION)

Year Plans Participants Total Assets
2022 1 495 $120M
2023 1 491 $138M
2024 1 521 $156M

Nearby 401(k) Plans in New Hampshire

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

Frequently Asked Questions

How much money is in the UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN?
As of the 2022 Form 5500 filing, UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN holds $120M in total assets with 495 participants. It is sponsored by UNITIL CORPORATION.
What type of plan is UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN?
UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN is a 401(k) plan. It has been effective since 1985-01-01. The plan is filed with the U.S. Department of Labor under EIN 020381573.
Who sponsors the UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN?
UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN is sponsored by UNITIL CORPORATION, located in New Hampshire. The sponsor's EIN is 020381573 and the plan operates in the Utilities industry.
How did UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN perform in 2022?
UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN declined by 15.9% during 2022, moving from $143M to $120M in total assets. Net income was $-22,616,609.
Where can I find official filings for UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN?
Official Form 5500 filings for UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 020381573 or plan name at efast.dol.gov.
How does UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN compare to other plans?
You can compare UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN against other 401(k) plans on the plan type page, or view plans in New Hampshire on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 020381573.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.