Defined Benefit (Pension) · DOL Form 5500 · 2022

Liberty Utilities Co. Pension Plan

Data updated 2026-08-25

$360M
Total assets Above avg plan size
665
Participants Below avg headcount
97th
Percentile by assets National rank
$541,934
Avg per participant High balance/head
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Official DOL plan name: Liberty Utilities Defined Benefit Pension Plan · Sponsored by Liberty Utilities Co. · Arizona · Utilities

$360M in assets, 665 participants

Liberty Utilities Co.'s Liberty Utilities Defined Benefit Pension Plan reported $360M in total assets and 665 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.

  • #591 in Utilities (738 peers)

Where Liberty Utilities Defined Benefit Pension Plan sits by assets

Liberty Utilities Defined Benefit Pension Plan sits in the top 5% of all filed plans by assets, $360M for 665 participants (~$541,934/participant), down 11.3% in 2022.

#591
in Utilities (738 peers)
-11.3%
assets change YoY
3.6×
vs typical plan assets (national mean)

The plan reported a net loss of $94M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Liberty Utilities Defined Benefit Pension Plan's outsized position by total assets

Liberty Utilities Defined Benefit Pension Plan vs every filed plan by assets

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

$360,386,418 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 Defined Benefit Pension Plan 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. Liberty Utilities Defined Benefit Pension Plan sits mid-pack in the medium band (665 participants).

Form 5500 schedule snapshot

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

Liberty Utilities Defined Benefit Pension Plan · $360M · 665 · 97th

  • PCT $360M
  • PCT 665
  • PCT 97th
  • PCT Defined Benefit (Pension)
  • PCT near Rolls-Royce Corporation Hourly-Rate Employees Pension Plan
  • PCT ind #591

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 Defined Benefit Pension Plan in the asset neighbourhood

Rolls-Royce Corporation Hourly-Rate Employees Pension PlanRolls-Royce Corporation Hour…$361MLiberty Utilities Defined Benefit Pension PlanLiberty Utilities Defined Be…$360MAvient Merged Pension Plan$360MRetirement Plan for Employees of Boeing Employees' Credit UnionRetirement Plan for Employee…$360MChicago Area Ib of T Pension Trust FundChicago Area Ib of T Pension…$359M
End-of-year total assets ($M) among Liberty Utilities Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$406M
Net Assets (End of Year)$360M
Net Income-$94M
Employer EIN274444001
Plan Effective Date2012-07-03
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 Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 01234 Total assets ($B) Participants Liberty Utilities Defined Benefit Pension Plan, Total assets ($B): 0.360386418 · Participants: 665Liberty Utilities Defined Benefit 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 Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
Compare Liberty Utilities Defined Benefit Pension Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest Defined Benefit (Pension) by assets is Rolls-Royce Corporation Hourly-Rate Employees Pension Plan in VA ($361M); by covered participants it is Fbl Financial Group Retirement Plan in IA (666 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (665 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 Defined Benefit Pension Plan assets move in 2022? ▼
Liberty Utilities Defined Benefit Pension Plan pulled back noticeably - down 11.3% during 2022, from $406M to $360M. Reported net income was -$94M.
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 Defined Benefit Pension Plan rank by assets among Form 5500 filers? ▼
Liberty Utilities Defined Benefit Pension 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 Defined Benefit (Pension) plans are similar in size to Liberty Utilities Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Rolls-Royce Corporation Hourly-Rate Employees Pension Plan in VA ($361M, 746 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Liberty Utilities Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Fbl Financial Group Retirement Plan in IA (666 participants, $262M 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.