Defined Benefit (Pension) · DOL Form 5500 · 2022

Liberty Utilities Co. Pension Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
1,405
Participants Near avg headcount
89th
Percentile by assets National rank
$38,313
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#417
in Utilities (738 peers)
-3.3%
assets change YoY
0.5×
vs typical plan assets (national mean)

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.

Liberty Utilities Cash Balance Pension Plan's outsized position by total assets

Liberty Utilities Cash Balance Pension Plan vs every filed plan by assets

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

$53,829,101 Top 11% higher than 89% 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 Cash Balance Pension 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 Cash Balance Pension Plan lands in the large band (1,405 participants).

Published 5500 schedule card

Filing strip 274444001 · Liberty Utilities Co. PY 2022 · Defined Benefit (Pension)

Liberty Utilities Cash Balance Pension Plan · $54M · 1,405 · 89th

  • TYPE $54M
  • NET 1,405
  • BOOK 89th
  • VS-ST Defined Benefit (Pension)
  • BOY near Amended and Restated Blethen Maine Newspapers, Inc. Pension Plan
  • SCH ind #417

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 Cash Balance Pension Plan in the asset neighbourhood

The Wooster Brush Company Retirement PlanThe Wooster Brush Company Re…$54MWolf & Company, P.C. Defined Benefit Pension PlanWolf & Company, P.C. Defined…$54MAmended and Restated Blethen Maine Newspapers, Inc. Pension PlanAmended and Restated Blethen…$54MLiberty Utilities Cash Balance Pension PlanLiberty Utilities Cash Balan…$54MNuclear Energy Institute, Inc. Employees Pension PlanNuclear Energy Institute, In…$54M
End-of-year total assets ($M) among Liberty Utilities Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Arizona filing particulars

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$54M
Net Income-$2M
Employer EIN274444001
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Liberty Utilities Co.)

Sponsor-wide plan assets over time

All Liberty Utilities Co. plans reported in each filing year

Latest sponsor-wide plan assets
$480M 15.789819067595099% vs 2022
2024 filing year
$400M$420M$440M$460M$480M$500M 202220232024 $414M $480M ▲ +15.8%
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 Scatter plot of 6 data points. 0100002000030000 -101234 Total assets ($B) Participants Liberty Utilities Cash Balance Pension Plan, Total assets ($B): 0.053829101 · Participants: 1405Liberty Utilities Cash Balance Pension PlanPinnacle 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
Liberty Utilities Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
Compare Liberty Utilities Cash Balance Pension Plan side-by-side with 3 peers →

Liberty Utilities Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Arizona, the nearest Defined Benefit (Pension) by assets is Amended and Restated Blethen Maine Newspapers, Inc. Pension Plan in WA ($54M); by covered participants it is Pension Plan of Independence Blue Cross in PA (1,405 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,405 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 Cash Balance Pension Plan assets move in 2022? ▼
Liberty Utilities Cash Balance Pension Plan edged down modestly - down 3.3% during 2022, from $56M to $54M. Reported net income was -$2M.
How have Liberty Utilities Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Liberty Utilities Co.'s sponsor-wide assets grew 15.8%, from $414M to $480M.
Where does Liberty Utilities Cash Balance Pension Plan rank by assets among Form 5500 filers? ▼
Liberty Utilities Cash Balance Pension Plan ranks in the 89th 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 Liberty Utilities Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Amended and Restated Blethen Maine Newspapers, Inc. Pension Plan in WA ($54M, 23 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Liberty Utilities Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan of Independence Blue Cross in PA (1,405 participants, $702M 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 274444001.

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.