Defined Benefit (Pension) · DOL Form 5500 · 2022
Ugi Utilities, Inc. Pension Plan
Data updated 2026-08-11
- $484M
- Total assets
- 639
- Participants
- 98th
- Percentile by assets
- $756,811
- Avg per participant
Official DOL plan name: Retirement Income Plan for Employees of Ugi Utilities, Inc. · Sponsored by Ugi Utilities, Inc. · Pennsylvania · Utilities
$484M in assets, 639 participants
Ugi Utilities, Inc.'s Retirement Income Plan for Employees of Ugi Utilities, Inc. reported $484M in total assets and 639 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 139,126 plans)
- #615 in Utilities (738 peers)
Where Retirement Income Plan for Employees of Ugi Utilities, Inc. sits by assets
Retirement Income Plan for Employees of Ugi Utilities, Inc. sits in the top 5% of all filed plans by assets, $484M for 639 participants (~$756,811/participant), down 26.3% in 2022.
- $484M
- total plan assets (2022 EOY)
- 639
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $756,811
- avg assets per participant
The plan reported a net loss of $173M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Retirement Income Plan for Employees of Ugi Utilities, Inc. vs the 2022 asset distribution
By assets, Retirement Income Plan for Employees of Ugi Utilities, Inc. outranks 98% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 4.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $656M |
|---|---|
| Net Assets (End of Year) | $483M |
| Net Income | -$173M |
| Employer EIN | 231174060 |
| Plan Effective Date | 1954-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ugi Utilities, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,999 | $960M |
| 2023 | 2 | 2,892 | $1.1B |
| 2024 | 2 | 3,258 | $1.1B |
Nearby Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Retirement Income Plan for Employees of Ugi Utilities, Inc. 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 Retirement Income Plan for Employees of Ugi Utilities, Inc. by total assets, not by location.
- Huntsman Defined Benefit Pension Plan (TX) $483M · 687
- General Dynamics Retirement Plan (Bath Iron Works) (VA) $485M · 1,662
- Retirement Plan for Employees of Devon Energy Corporation (OK) $482M · 181
- Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees (TN) $481M · 789
Frequently Asked Questions
How did Retirement Income Plan for Employees of Ugi Utilities, Inc. assets move in 2022? ▼
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Ways to act on Retirement Income Plan for Employees of Ugi Utilities, Inc.'s numbers.
- By total assets, Retirement Income Plan for Employees of Ugi Utilities, Inc. 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
- Ugi Utilities, Inc.'s sponsor-wide assets have grown 18.2% since 2022 across 3 plan years on file. More Utilities plans