Defined Benefit (Pension) · DOL Form 5500 · 2022

Tucson Electric Power Company Pension Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
295
Participants Below avg headcount
85th
Percentile by assets National rank
$123,540
Avg per participant Near avg balance/head
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Official DOL plan name: Pension Plan for Employees of Unisource Energy Services · Sponsored by Tucson Electric Power Company · Arizona · Utilities

$36M in assets, 295 participants

Tucson Electric Power Company's Pension Plan for Employees of Unisource Energy Services reported $36M in total assets and 295 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #374 in Utilities (738 peers)

Utilities sector rank

Within Utilities, Pension Plan for Employees of Unisource Energy Services ranks #374 of 738 2022 filers by assets (1473% of the sector average)-$36M for 295 participants.

#374
in Utilities (738 peers)
-24.3%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pension Plan for Employees of Unisource Energy Services's outsized position by total assets

Pension Plan for Employees of Unisource Energy Services vs every filed plan by assets

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

$36,444,249 Top 15% higher than 85% 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

Pension Plan for Employees of Unisource Energy Services among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan for Employees of Unisource Energy Services sits mid-pack in the medium band (295 participants).

Published 5500 schedule card

Filing strip 860062700 · Tucson Electric Power Company PY 2022 · Defined Benefit (Pension)

Pension Plan for Employees of Unisource Energy Services · $36M · 295 · 85th

  • BOY $36M
  • SCH 295
  • EBSA 85th
  • PART Defined Benefit (Pension)
  • TYPE near Halliburton Retirement Plan
  • NET ind #374

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 Arizona →

Pension Plan for Employees of Unisource Energy Services in the asset neighbourhood

Stoel Rives LLP Cash Balance PlanStoel Rives LLP Cash Balance…$36MStaff Employees Pension Plan of the Cpf of the Iuoe & Part. Empl.Staff Employees Pension Plan…$36MPension Plan for Employees of Unisource Energy ServicesPension Plan for Employees o…$36MHalliburton Retirement Plan$36MJamaica Bearings Co., Inc. Pension TrustJamaica Bearings Co., Inc. P…$36M
End-of-year total assets ($M) among Pension Plan for Employees of Unisource Energy Services and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Utilities filing particulars

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$36M
Net Income-$12M
Employer EIN860062700
Plan Effective Date2003-08-11
Filing StatusFILING RECEIVED

Sponsor Plan History (Tucson Electric Power Company)

Sponsor-wide plan assets over time

All Tucson Electric Power Company plans reported in each filing year

Latest sponsor-wide plan assets
$1.0B 25.378954054013242% vs 2022
2024 filing year
$0.7B$0.8B$0.9B$1B$1.1B 202220232024 $0.8B $1B ▲ +25.0%
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.

Pension Plan for Employees of Unisource Energy Services vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Pension Plan for Employees of Unisource Energy Services, Total assets ($B): 0.036444249 · Participants: 295Pension Plan for Employees of Unisource Energy ServicesPinnacle West Capital Corporation Retirement Plan, Total assets ($B): 3.218517042 · Participants: 5840Pinnacle West Capital Corporation Retirement PlanSalt River Project Employees' Retirement Plan, Total assets ($B): 2.527412379 · Participants: 4802Salt River Project Employees' Retirement PlanFreeport Minerals Corporation Retirement Plan, Total assets ($B): 1.392187623 · Participants: 2788Freeport Minerals Corporation Retirement PlanDesert States Employers & Ufcw Unions Pension Plan, Total assets ($B): 0.96033994 · Participants: 25673Desert States Employers & Ufcw Unions Pension PlanAvnet Pension Plan, Total assets ($B): 0.591298167 · Participants: 2609Avnet Pension Plan
Pension Plan for Employees of Unisource Energy Services vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
Compare Pension Plan for Employees of Unisource Energy Services side-by-side with 3 peers →

Pension Plan for Employees of Unisource Energy Services's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Arizona, the nearest Defined Benefit (Pension) by assets is Halliburton Retirement Plan in TX ($36M); by covered participants it is Alliance Coal, LLC & Aff. Pension Plan for Coal Employees in OK (295 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (295 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 Pension Plan for Employees of Unisource Energy Services assets move in 2022? ▼
Pension Plan for Employees of Unisource Energy Services declined sharply - down 24.3% during 2022, from $48M to $36M. Reported net income was -$12M.
How have Tucson Electric Power Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tucson Electric Power Company's sponsor-wide assets grew 25.4%, from $800M to $1.0B.
Where does Pension Plan for Employees of Unisource Energy Services rank by assets among Form 5500 filers? ▼
Pension Plan for Employees of Unisource Energy Services ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Pension Plan for Employees of Unisource Energy Services? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Halliburton Retirement Plan in TX ($36M, 21 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan for Employees of Unisource Energy Services? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Alliance Coal, LLC & Aff. Pension Plan for Coal Employees in OK (295 participants, $92M 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 860062700.

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.