Defined Benefit (Pension) · DOL Form 5500 · 2022
Essential Utilities, Inc. Pension Plan
Data updated 2026-08-11
- $353M
- Total assets
- 701
- Participants
- 97th
- Percentile by assets
- $503,238
- Avg per participant
Official DOL plan name: Essential Utilities, Inc. Pension Plan · Sponsored by Essential Utilities, Inc. · Pennsylvania · Utilities
$353M in assets, 701 participants
Essential Utilities, Inc.'s Essential Utilities, Inc. Pension Plan reported $353M in total assets and 701 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)
- #589 in Utilities (738 peers)
Where Essential Utilities, Inc. Pension Plan sits by assets
Essential Utilities, Inc. Pension Plan sits in the top 5% of all filed plans by assets, $353M for 701 participants (~$503,238/participant), down 22.9% in 2022.
- $353M
- total plan assets (2022 EOY)
- 701
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $503,238
- avg assets per participant
The plan reported a net loss of $105M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Essential Utilities, Inc. Pension Plan vs the 2022 asset distribution
By assets, Essential Utilities, Inc. Pension Plan outranks 97% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 3.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $458M |
|---|---|
| Net Assets (End of Year) | $353M |
| Net Income | -$105M |
| Employer EIN | 231702594 |
| Plan Effective Date | 1944-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Essential Utilities, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,324 | $856M |
| 2023 | 2 | 3,703 | $880M |
| 2024 | 2 | 3,778 | $923M |
Nearby Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Essential Utilities, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
- National Elevator Industry Pension Plan $10.4B · 27,097
- Steelworkers Pension Trust $5.9B · 52,395
- The PNC Financial Services Group, Inc. Pension Plan $5.4B · 63,731
- Constellation Retirement Program $5.4B · 5,314
- The Bank of New York Mellon Corporation Pension Plan $5.0B · 8,098
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Essential Utilities, Inc. Pension Plan by total assets, not by location.
- New Century Energies Inc Retirement Plan for Southwestern Public Service Co Bargaining Unit Ees and Former Non-Bargaining Unit Employees (MN) $353M · 851
- Lexmark Retirement Growth Account Plan (KY) $352M · 671
- Timkensteel Corporation Bargaining Unit Pension Plan (OH) $354M · 1,384
- The Hospital for Special Surgery Retirement Plan (NY) $352M · 1,247
Frequently Asked Questions
How did Essential Utilities, Inc. Pension Plan assets move in 2022? ▼
How have Essential Utilities, Inc. plan assets changed over time? ▼
Where does Essential Utilities, Inc. Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Essential Utilities, Inc. Pension Plan? ▼
Next read for Essential Utilities, Inc. Pension Plan
Scale reading
Ways to act on Essential Utilities, Inc. Pension Plan's numbers.
- By total assets, Essential Utilities, Inc. 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 Pennsylvania. Compare plans
- Essential Utilities, Inc.'s sponsor-wide assets have grown 7.8% since 2022 across 3 plan years on file. More Utilities plans