Defined Benefit (Pension) · DOL Form 5500 · 2022
Pinnacle West Capital Corporation Pension Plan
Data updated 2026-08-25
- $3.2B
- Total assets Very large vs avg
- 5,840
- Participants Above avg headcount
- 100th
- Percentile by assets National rank
- $551,116
- Avg per participant High balance/head
Official DOL plan name: Pinnacle West Capital Corporation Retirement Plan · Sponsored by Pinnacle West Capital Corporation · Arizona · Management of Enterprises
$3.2B in assets, 5,840 participants
Pinnacle West Capital Corporation's Pinnacle West Capital Corporation Retirement Plan reported $3.2B in total assets and 5,840 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- #1,175 in Management of Enterprises (1,193 peers)
Coverage in Arizona
Pinnacle West Capital Corporation Retirement Plan covers 5,840 participants in Arizona, 10x the typical Arizona plan (state average ~564 per filing). Assets: $3.2B.
- #1,175
- in Management of Enterprises (1,193 peers)
- -25.4%
- assets change YoY
- 32×
- vs typical plan assets (national mean)
The plan reported a net loss of $1.1B for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Pinnacle West Capital Corporation Retirement Plan's outsized position by total assets
Pinnacle West Capital Corporation Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,218,517,042 Highest reported value at or above every one of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Pinnacle West Capital Corporation Retirement 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. Pinnacle West Capital Corporation Retirement Plan lands in the large band (5,840 participants).
Plan-year Form 5500 strip
Filing strip 860512431 · Pinnacle West Capital Corporation PY 2022 · Defined Benefit (Pension)
Pinnacle West Capital Corporation Retirement Plan · $3.2B · 5,840 · 100th
- BOY $3.2B
- SCH 5,840
- EBSA 100th
- PART Defined Benefit (Pension)
- TYPE near Cummins Pension Plan
- NET ind #1175
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 Management of Enterprises retirement plans → · Plans in Arizona →
Pinnacle West Capital Corporation Retirement Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $4.3B |
|---|---|
| Net Assets (End of Year) | $3.2B |
| Net Income | -$1.1B |
| Employer EIN | 860512431 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pinnacle West Capital Corporation)
Sponsor-wide plan assets over time
All Pinnacle West Capital Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $4.7B 4.557298513921737% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 11,684 | $4.5B |
| 2023 | 2 | 11,644 | $4.7B |
| 2024 | 2 | 12,129 | $4.7B |
Nearby Defined Benefit (Pension) Plans in Arizona
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Salt River Project Employees' Retirement Plan $2.5B · 4,802
- Freeport Minerals Corporation Retirement Plan $1.4B · 2,788
- Desert States Employers & Ufcw Unions Pension Plan $960M · 25,673
- Avnet Pension Plan $591M · 2,609
- Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. $417M · 608
Scale composition for Pinnacle West Capital Corporation Retirement Plan
Pinnacle West Capital Corporation Retirement Plan reports $3.2B in end-of-year assets across 5,840 participants (0.026% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $551,116 per participant (4.0x the national average assets-per-participant) . Net income for plan year 2022 was -$1.1B.
This plan identity (EIN 860512431, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.2B to $3.1B (-3.7%) while covered participants moved from 5,840 to 6,044 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,840 | $3.2B | This page |
| 2023 | 5,824 | $3.3B | Open filing |
| 2024 · index core | 6,044 | $3.1B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Pinnacle West Capital Corporation Retirement Plan (Defined Benefit (Pension), $3.1B, 6,044 participants)
- Pinnacle West Capital Corporation Savings Plan (401(k), $1.6B, 6,085 participants)
Pinnacle West Capital Corporation Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Arizona, the nearest Defined Benefit (Pension) by assets is Cummins Pension Plan in IN ($3.2B); by covered participants it is Hotel Industry-Ilwu Pension Plan in HI (5,828 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3.2B here).
- Cummins Pension Plan (IN) $3.2B · 24,119
- Duke Energy Retirement Cash Balance Plan (NC) $3.2B · 16,132
- Carpenters Pension Trust Fund of St. Louis (MO) $3.3B · 8,767
- Entergy Corporation Retirement Plan for Non-Bargaining Employees (LA) $3.2B · 8,484
Similar participant headcount
Nearest other-state filings by covered participants (5,840 participants); asset peers above are excluded.
- Hotel Industry-Ilwu Pension Plan (HI) 5,828 · 12 off
- Ufcw Local 1262 & Employers Pension Fund (NJ) 5,855 · 15 off
- Retirement Benefit Accumulation Plan for Employees of Pwc LLP (FL) 5,861 · 21 off
- The University of Chicago Pension Plan for Staff Employees (IL) 5,866 · 26 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.