Defined Benefit (Pension) · DOL Form 5500 · 2022

Essential Utilities, Inc. Pension Plan

Data updated 2026-08-25

$353M
Total assets Above avg plan size
701
Participants Below avg headcount
97th
Percentile by assets National rank
$503,238
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#589
in Utilities (738 peers)
-22.9%
assets change YoY
3.5×
vs typical plan assets (national mean)

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's outsized position by total assets

Essential Utilities, Inc. Pension Plan vs every filed plan by assets

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

$352,769,631 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

Essential Utilities, Inc. 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. Essential Utilities, Inc. Pension Plan sits mid-pack in the medium band (701 participants).

EBSA filing schedule strip

Filing strip 231702594 · Essential Utilities, Inc. PY 2022 · Defined Benefit (Pension)

Essential Utilities, Inc. Pension Plan · $353M · 701 · 97th

  • ASSETS $353M
  • ASSETS 701
  • ASSETS 97th
  • ASSETS Defined Benefit (Pension)
  • ASSETS near New Century Energies Inc Retirement Plan for Southwestern Public Service Co Bargaining Unit Ees and Former Non-Bargaining Unit Employees
  • ASSETS ind #589

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 Pennsylvania →

Essential Utilities, Inc. Pension Plan in the asset neighbourhood

Timkensteel Corporation Bargaining Unit Pension PlanTimkensteel Corporation Barg…$354MNew Century Energies Inc Retirement Plan for Southwestern Public Service Co Bargaining Unit Ees and Former Non-Bargaining Unit EmployeesNew Century Energies Inc Ret…$353MEssential Utilities, Inc. Pension PlanEssential Utilities, Inc. Pe…$353MLexmark Retirement Growth Account PlanLexmark Retirement Growth Ac…$352MThe Hospital for Special Surgery Retirement PlanThe Hospital for Special Sur…$352M
End-of-year total assets ($M) among Essential Utilities, Inc. 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)$458M
Net Assets (End of Year)$353M
Net Income-$105M
Employer EIN231702594
Plan Effective Date1944-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Essential Utilities, Inc.)

Sponsor-wide plan assets over time

All Essential Utilities, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$923M 7.829601814281283% vs 2022
2024 filing year
$800M$850M$900M$950M 202220232024 $856M $923M ▲ +7.8%
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 Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Essential Utilities, Inc. Pension Plan, Total assets ($B): 0.352769631 · Participants: 701Essential Utilities, Inc. Pension PlanNational Elevator Industry Pension Plan, Total assets ($B): 10.401485458 · Participants: 27097National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 5.908424468 · Participants: 52395Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.402519 · Participants: 63731The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.359207207 · Participants: 5314Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 4.968344232 · Participants: 8098The Bank of New York Mellon Corporation Pension Plan
Essential Utilities, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Essential Utilities, Inc. Pension Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is New Century Energies Inc Retirement Plan for Southwestern Public Service Co Bargaining Unit Ees and Former Non-Bargaining Unit Employees in MN ($353M); by covered participants it is Construction & General Laborers' Local 190 Pension Fund in NY (701 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (701 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 Essential Utilities, Inc. Pension Plan assets move in 2022? ▼
Essential Utilities, Inc. Pension Plan declined sharply - down 22.9% during 2022, from $458M to $353M. Reported net income was -$105M.
How have Essential Utilities, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Essential Utilities, Inc.'s sponsor-wide assets grew 7.8%, from $856M to $923M.
Where does Essential Utilities, Inc. Pension Plan rank by assets among Form 5500 filers? ▼
Essential Utilities, Inc. 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 Essential Utilities, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is New Century Energies Inc Retirement Plan for Southwestern Public Service Co Bargaining Unit Ees and Former Non-Bargaining Unit Employees in MN ($353M, 851 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Essential Utilities, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Construction & General Laborers' Local 190 Pension Fund in NY (701 participants, $132M 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 231702594.

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.