Defined Benefit (Pension) · DOL Form 5500 · 2022

Epcor USA, Inc. Pension Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
46
Participants Small participant base
77th
Percentile by assets National rank
$422,308
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Epcor Water (USA), Inc. Pension Plan · Sponsored by Epcor USA, Inc. · Arizona · Utilities

$19M in assets, 46 participants

Epcor USA, Inc.'s Epcor Water (USA), Inc. Pension Plan reported $19M in total assets and 46 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #283 in Utilities (738 peers)

Utilities sector rank

Within Utilities, Epcor Water (USA), Inc. Pension Plan ranks #283 of 738 2022 filers by assets (2764% of the sector average)-$19M for 46 participants.

#283
in Utilities (738 peers)
-17.2%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Epcor Water (USA), Inc. Pension Plan's outsized position by total assets

Epcor Water (USA), Inc. Pension Plan vs every filed plan by assets

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

$19,426,174 Top 23% higher than 77% 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

Epcor Water (USA), Inc. Pension Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Epcor Water (USA), Inc. Pension Plan is a small filing (46 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 460525312 · Epcor USA, Inc. PY 2022 · Defined Benefit (Pension)

Epcor Water (USA), Inc. Pension Plan · $19M · 46 · 77th

  • EOY $19M
  • EOY 46
  • EOY 77th
  • EOY Defined Benefit (Pension)
  • EOY near The M/a/R/C Group Pension Plan
  • EOY ind #283

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 →

Epcor Water (USA), Inc. Pension Plan in the asset neighbourhood

Epcor Water (USA), Inc. Pension PlanEpcor Water (USA), Inc. Pens…$19MThe M/a/R/C Group Pension PlanThe M/a/R/C Group Pension Pl…$19MBrown-Forman Corporation Pension Plan for Hourly EmployeesBrown-Forman Corporation Pen…$19MDarling Ingredients Inc. Hourly Employees' Retirement PlanDarling Ingredients Inc. Hou…$19MHarrisonville Telephone Company Retirement Plan for Management EmployeesHarrisonville Telephone Comp…$19M
End-of-year total assets ($M) among Epcor Water (USA), Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Utilities filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$19M
Net Income-$4M
Employer EIN460525312
Plan Effective Date2011-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Epcor USA, Inc.)

Sponsor-wide plan assets over time

All Epcor USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$73M 26.20226815142457% vs 2022
2024 filing year
$55M$60M$65M$70M$75M 202220232024 $57.7M $72.8M ▲ +26.2%
Year Plans Participants Total Assets
2022 2 453 $58M
2023 2 498 $72M
2024 2 601 $73M

Nearby Defined Benefit (Pension) Plans in Arizona

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Epcor Water (USA), Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Epcor Water (USA), Inc. Pension Plan, Total assets ($B): 0.019426174 · Participants: 46Epcor Water (USA), Inc. 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
Epcor Water (USA), Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
Compare Epcor Water (USA), Inc. Pension Plan side-by-side with 3 peers →

Epcor Water (USA), Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Arizona, the nearest Defined Benefit (Pension) by assets is The M/a/R/C Group Pension Plan in NY ($19M); by covered participants it is Mcdermott Will & Emery Cash Balance Plan for Capital Partners in IL (46 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (46 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 Epcor Water (USA), Inc. Pension Plan assets move in 2022? ▼
Epcor Water (USA), Inc. Pension Plan declined sharply - down 17.2% during 2022, from $23M to $19M. Reported net income was -$4M.
How have Epcor USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Epcor USA, Inc.'s sponsor-wide assets grew 26.2%, from $58M to $73M.
Where does Epcor Water (USA), Inc. Pension Plan rank by assets among Form 5500 filers? ▼
Epcor Water (USA), Inc. Pension Plan ranks in the 77th 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 Epcor Water (USA), Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The M/a/R/C Group Pension Plan in NY ($19M, 44 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Epcor Water (USA), Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Mcdermott Will & Emery Cash Balance Plan for Capital Partners in IL (46 participants, $52K 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 460525312.

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.