401(k) · DOL Form 5500 · 2022

Liberty Utilities Service Corp. 401(k) Plan

Data updated 2026-08-25

$336M
Total assets Above avg plan size
2,210
Participants Above avg headcount
97th
Percentile by assets National rank
$151,845
Avg per participant Above avg balance/head
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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.

  • #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.

#587
in Utilities (738 peers)
-11.7%
assets change YoY
3.4×
vs typical plan assets (national mean)

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.

Liberty Utilities National 401(k) Plan's outsized position by total assets

Liberty Utilities National 401(k) Plan vs every filed plan by assets

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

$335,576,660 Top 3% higher than 97% 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

Liberty Utilities National 401(k) 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. Liberty Utilities National 401(k) Plan lands in the large band (2,210 participants).

EBSA filing schedule strip

Filing strip 331224978 · Liberty Utilities Service Corp. PY 2022 · 401(k)

Liberty Utilities National 401(k) Plan · $336M · 2,210 · 97th

  • VS-ST $336M
  • VS-ST 2,210
  • VS-ST 97th
  • VS-ST 401(k)
  • VS-ST near Itg Holdings USA, Inc. Employee Savings & Retirement Plan
  • VS-ST ind #587

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 →

Liberty Utilities National 401(k) Plan in the asset neighbourhood

Hawaiian Airlines, Inc. 401(k) Plan for Flight AttendantsHawaiian Airlines, Inc. 401(…$337MPool Corporation 401(k) Plan$336MLiberty Utilities National 401(k) PlanLiberty Utilities National 4…$336MItg Holdings USA, Inc. Employee Savings & Retirement PlanItg Holdings USA, Inc. Emplo…$335MMidland Retirement Plan$335M
End-of-year total assets ($M) among Liberty Utilities National 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Arizona filing particulars

Total Assets (Beginning of Year)$380M
Net Assets (End of Year)$336M
Net Income-$44M
Employer EIN331224978
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Liberty Utilities Service Corp.)

Sponsor-wide plan assets over time

All Liberty Utilities Service Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$443M 32.11195021727673% vs 2022
2024 filing year
$300M$350M$400M$450M$500M 202220232024 $336M $443M ▲ +32.1%
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 Scatter plot of 6 data points. -200000200004000060000 01234 Total assets ($B) Participants Liberty Utilities National 401(k) Plan, Total assets ($B): 0.33557666 · Participants: 2210Liberty Utilities National 401(k) PlanBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
Liberty Utilities National 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Liberty Utilities National 401(k) Plan side-by-side with 3 peers →

Liberty Utilities National 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Itg Holdings USA, Inc. Employee Savings & Retirement Plan in NC ($335M); by covered participants it is Pacwest Bancorp 401(k) Plan in CA (2,211 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($336M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,210 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 Liberty Utilities National 401(k) Plan assets move in 2022? ▼
Liberty Utilities National 401(k) Plan pulled back noticeably - down 11.7% during 2022, from $380M to $336M. Reported net income was -$44M.
How have Liberty Utilities Service Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Liberty Utilities Service Corp.'s sponsor-wide assets grew 32.1%, from $336M to $443M.
Where does Liberty Utilities National 401(k) Plan rank by assets among Form 5500 filers? ▼
Liberty Utilities National 401(k) Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Liberty Utilities National 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Itg Holdings USA, Inc. Employee Savings & Retirement Plan in NC ($335M, 1,884 participants).
Which 401(k) plans cover a similar participant headcount to Liberty Utilities National 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pacwest Bancorp 401(k) Plan in CA (2,211 participants, $231M 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 331224978.

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.