PENSION PLAN FOR EMPLOYEES OF UNISOURCE ENERGY SERVICES
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
TUCSON ELECTRIC POWER COMPANY
This Defined Benefit (Pension) plan holds $36M in total assets and serves 295 participants as of 2022. It is sponsored by TUCSON ELECTRIC POWER COMPANY in Arizona. The plan reported a net loss of $12M for the year.
What the Filing Says About PENSION PLAN FOR EMPLOYEES OF UNISOURCE ENERGY SERVICES
PENSION PLAN FOR EMPLOYEES OF UNISOURCE ENERGY SERVICES is a Defined Benefit (Pension) retirement plan sponsored by TUCSON ELECTRIC POWER COMPANY, headquartered in Arizona. As of the 2022 Form 5500 filing, the plan reports $36M in total end-of-year assets and covers 295 participants across the Utilities industry. The sponsor's EIN on file with the U.S. Department of Labor is 860062700, and the plan has been effective since 2003-08-11. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $48M at the beginning of 2022 to $36M at year-end — a decline of 24.3%. Net assets (after liabilities) closed the year at $36M, with reported net income of $-11,667,883 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) | $48M |
| Total Assets (End of Year) | $36M |
| Net Assets (End of Year) | $36M |
| Net Income | $-11,667,883 |
| Plan Type | Defined Benefit (Pension) |
| Employer EIN | 860062700 |
| Plan Effective Date | 2003-08-11 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (TUCSON ELECTRIC POWER COMPANY)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 4,087 | $800M |
| 2023 | 4 | 3,999 | $926M |
| 2024 | 4 | 4,149 | $1.0B |
Nearby Defined Benefit (Pension) Plans in Arizona
Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.
- PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN $3.3B · 5,824
- SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN $2.8B · 4,790
- FREEPORT MINERALS CORPORATION RETIREMENT PLAN $1.4B · 2,597
- AVNET PENSION PLAN $501M · 2,483
- LIBERTY UTILITIES DEFINED BENEFIT PENSION PLAN $393M · 618
Related Data
Guides
Related Data on Other Portals
Frequently Asked Questions
How much money is in the PENSION PLAN FOR EMPLOYEES OF UNISOURCE ENERGY SERVICES? ▼
What type of plan is PENSION PLAN FOR EMPLOYEES OF UNISOURCE ENERGY SERVICES? ▼
Who sponsors the PENSION PLAN FOR EMPLOYEES OF UNISOURCE ENERGY SERVICES? ▼
How did PENSION PLAN FOR EMPLOYEES OF UNISOURCE ENERGY SERVICES perform in 2022? ▼
Where can I find official filings for PENSION PLAN FOR EMPLOYEES OF UNISOURCE ENERGY SERVICES? ▼
How does PENSION PLAN FOR EMPLOYEES OF UNISOURCE ENERGY SERVICES compare to other plans? ▼
Explore PlainRetire
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 860062700.
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.
Read our methodology — how this data is sourced, computed, and verified.