401(k) · DOL Form 5500 · 2022
Liberty Utilities Service Corp. 401(k) Plan
Data updated 2026-08-11
- $336M
- Total assets
- 2,210
- Participants
- 97th
- Percentile by assets
- $151,845
- Avg per participant
Official DOL plan name: Liberty Utilities National 401(k) Plan · Sponsored by Liberty Utilities Service Corp. · Arizona · Utilities
$336M in assets, 2,210 participants
Liberty Utilities Service Corp.'s Liberty Utilities National 401(k) Plan reported $336M in total assets and 2,210 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 139,126 plans)
- #587 in Utilities (738 peers)
Coverage in Arizona
Liberty Utilities National 401(k) Plan covers 2,210 participants in Arizona, 3.9x the typical Arizona plan (state average ~564 per filing). Assets: $336M.
- $336M
- total plan assets (2022 EOY)
- 2,210
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $151,845
- avg assets per participant
The plan reported a net loss of $44M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Arizona filers
In Arizona, the average filing covers about 564 participants across 2,304 plans. Liberty Utilities National 401(k) Plan reports 2,210 participants - 3.9x that state average ($336M EOY assets).
Arizona filing particulars
| Total Assets (Beginning of Year) | $380M |
|---|---|
| Net Assets (End of Year) | $336M |
| Net Income | -$44M |
| Employer EIN | 331224978 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Liberty Utilities Service Corp.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,210 | $336M |
| 2023 | 1 | 2,460 | $396M |
| 2024 | 1 | 2,492 | $443M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Liberty Utilities National 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
- Banner Health Employees 401(k) Plan $3.6B · 50,602
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $1.9B · 12,362
- Republic Services, Inc. 401(k) Plan $1.8B · 28,320
- Stantec 401(k) Plan $1.7B · 8,764
- Reliance Steel & Aluminum Co. Master 401(k) Plan $1.3B · 9,895
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Liberty Utilities National 401(k) Plan by total assets, not by location.
- Itg Holdings USA, Inc. Employee Savings & Retirement Plan (NC) $335M · 1,884
- Midland Retirement Plan (OK) $335M · 3,176
- Pool Corporation 401(k) Plan (LA) $336M · 4,253
- Hawaiian Airlines, Inc. 401(k) Plan for Flight Attendants (HI) $337M · 2,110
Frequently Asked Questions
How did Liberty Utilities National 401(k) Plan assets move in 2022? ▼
How have Liberty Utilities Service Corp. plan assets changed over time? ▼
Where does Liberty Utilities National 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Liberty Utilities National 401(k) Plan? ▼
Next read for Liberty Utilities National 401(k) Plan
Filing takeaways
Ways to act on Liberty Utilities National 401(k) Plan's numbers.
- By total assets, Liberty Utilities National 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 Arizona. Compare plans
- Liberty Utilities Service Corp.'s sponsor-wide assets have grown 32.1% since 2022 across 3 plan years on file. More Utilities plans