Defined Benefit (Pension) · DOL Form 5500 · 2022
Liberty Utilities Co. Pension Plan
Data updated 2026-08-11
- $54M
- Total assets
- 1,405
- Participants
- 89th
- Percentile by assets
- $38,313
- Avg per participant
Official DOL plan name: Liberty Utilities Cash Balance Pension Plan · Sponsored by Liberty Utilities Co. · Arizona · Utilities
$54M in assets, 1,405 participants
Liberty Utilities Co.'s Liberty Utilities Cash Balance Pension Plan reported $54M in total assets and 1,405 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.
- 89th percentile by assets (of 139,126 plans)
- #417 in Utilities (738 peers)
Coverage in Arizona
Liberty Utilities Cash Balance Pension Plan covers 1,405 participants in Arizona, 2.5x the typical Arizona plan (state average ~564 per filing). Assets: $54M.
- $54M
- total plan assets (2022 EOY)
- 1,405
- covered participants
- 89th
- percentile by assets (of 139,126 plans)
- $38,313
- avg assets per participant
The plan reported a net loss of $2M 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 Cash Balance Pension Plan reports 1,405 participants - 2.5x that state average ($54M EOY assets).
Arizona filing particulars
| Total Assets (Beginning of Year) | $56M |
|---|---|
| Net Assets (End of Year) | $54M |
| Net Income | -$2M |
| Employer EIN | 274444001 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Liberty Utilities Co.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,070 | $414M |
| 2023 | 2 | 2,151 | $458M |
| 2024 | 2 | 2,282 | $480M |
Nearby Defined Benefit (Pension) Plans in Arizona
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Liberty Utilities Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
- Pinnacle West Capital Corporation Retirement Plan $3.2B · 5,840
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Liberty Utilities Cash Balance Pension Plan by total assets, not by location.
Frequently Asked Questions
How did Liberty Utilities Cash Balance Pension Plan assets move in 2022? ▼
How have Liberty Utilities Co. plan assets changed over time? ▼
Where does Liberty Utilities Cash Balance Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Liberty Utilities Cash Balance Pension Plan? ▼
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Filing takeaways
Ways to act on Liberty Utilities Cash Balance Pension Plan's numbers.
- By total assets, Liberty Utilities Cash Balance Pension Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Arizona. Compare plans
- Liberty Utilities Co.'s sponsor-wide assets have grown 15.8% since 2022 across 3 plan years on file. More Utilities plans