Defined Benefit (Pension) · DOL Form 5500 · 2022

Liberty Utilities Co. Pension Plan

Data updated 2026-08-11

$360M
Total assets
665
Participants
97th
Percentile by assets
$541,934
Avg per participant
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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.

  • 97th percentile by assets (of 139,126 plans)
  • #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.

$360M
total plan assets (2022 EOY)
665
covered participants
97th
percentile by assets (of 139,126 plans)
$541,934
avg assets per participant

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.

Where Liberty Utilities Defined Benefit Pension Plan sits 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 $2,010,000,000 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

State
Arizona
Industry
Utilities

Liberty Utilities Defined Benefit Pension Plan vs the 2022 asset distribution

By assets, Liberty Utilities Defined Benefit Pension Plan outranks 97% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 3.6x the national average plan size of $100M (721 average participants).

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.)

$400M$420M$440M$460M$480M$500M 202220232024 $414M $480M ▲ +15.8%
Total plan assets by year, all Liberty Utilities Co. plans on file
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 ($B) Participants Liberty Utilities De…, Total assets ($B): 0.360386418 · Participants: 665Liberty Utilities De…Pinnacle West Capita…, Total assets ($B): 3.218517042 · Participants: 5840Pinnacle West Capita…Salt River Project E…, Total assets ($B): 2.527412379 · Participants: 4802Salt River Project E…Freeport Minerals Co…, Total assets ($B): 1.392187623 · Participants: 2788Freeport Minerals Co…Desert States Employ…, Total assets ($B): 0.96033994 · Participants: 25673Desert States Employ…Avnet 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 Pensio… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Liberty Utilities Defined Benefit Pension Plan by total assets, not by location.

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).

Next read for Liberty Utilities Defined Benefit Pensio…

Scale reading

Ways to act on Liberty Utilities Defined Benefit Pension Plan's numbers.

  • By total assets, Liberty Utilities Defined Benefit Pension Plan ranks in the top 5% 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

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.