Defined Benefit (Pension) · DOL Form 5500 · 2022

Ugi Utilities, Inc. Pension Plan

Data updated 2026-08-25

$484M
Total assets Above avg plan size
639
Participants Below avg headcount
98th
Percentile by assets National rank
$756,811
Avg per participant High balance/head
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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.

  • #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.

#615
in Utilities (738 peers)
-26.3%
assets change YoY
4.9×
vs typical plan assets (national mean)

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.'s outsized position by total assets

Retirement Income Plan for Employees of Ugi Utilities, Inc. vs every filed plan by assets

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

$483,602,142 Top 2% higher than 98% 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

Retirement Income Plan for Employees of Ugi Utilities, Inc. 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. Retirement Income Plan for Employees of Ugi Utilities, Inc. sits mid-pack in the medium band (639 participants).

Plan-year Form 5500 strip

Filing strip 231174060 · Ugi Utilities, Inc. PY 2022 · Defined Benefit (Pension)

Retirement Income Plan for Employees of Ugi Utilities, Inc. · $484M · 639 · 98th

  • BOY $484M
  • SCH 639
  • EBSA 98th
  • PART Defined Benefit (Pension)
  • TYPE near Huntsman Defined Benefit Pension Plan
  • NET ind #615

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 →

Retirement Income Plan for Employees of Ugi Utilities, Inc. in the asset neighbourhood

General Dynamics Retirement Plan (Bath Iron Works)General Dynamics Retirement …$485MRetirement Income Plan for Employees of Ugi Utilities, Inc.Retirement Income Plan for E…$484MHuntsman Defined Benefit Pension PlanHuntsman Defined Benefit Pen…$483MRetirement Plan for Employees of Devon Energy CorporationRetirement Plan for Employee…$482MHelena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative EmployeesHelena Agri-Enterprises, LLC…$481M
End-of-year total assets ($M) among Retirement Income Plan for Employees of Ugi Utilities, Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$656M
Net Assets (End of Year)$483M
Net Income-$173M
Employer EIN231174060
Plan Effective Date1954-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ugi Utilities, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$1.1B 18.185015892820623% vs 2022
2024 filing year
$0.9B$1B$1.1B$1.2B 202220232024 $0.96B $1.13B ▲ +17.7%
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 Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Retirement Income Plan for Employees of Ugi Utilities, Inc., Total assets ($B): 0.483602142 · Participants: 639Retirement Income Plan for Employees of Ugi Utilities, Inc.National 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
Retirement Income Plan for Employees of Ugi Utilities, Inc. vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Retirement Income Plan for Employees of Ugi Utilities, Inc. side-by-side with 3 peers →

Retirement Income Plan for Employees of Ugi Utilities, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Huntsman Defined Benefit Pension Plan in TX ($483M); by covered participants it is Oshkosh Corporation Salaried and Clerical Employees' Retirement Plan in WI (639 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (639 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 Retirement Income Plan for Employees of Ugi Utilities, Inc. assets move in 2022? ▼
Retirement Income Plan for Employees of Ugi Utilities, Inc. declined sharply - down 26.3% during 2022, from $656M to $484M. Reported net income was -$173M.
How have Ugi Utilities, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ugi Utilities, Inc.'s sponsor-wide assets grew 18.2%, from $960M to $1.1B.
Where does Retirement Income Plan for Employees of Ugi Utilities, Inc. rank by assets among Form 5500 filers? ▼
Retirement Income Plan for Employees of Ugi Utilities, Inc. ranks in the 98th 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 Retirement Income Plan for Employees of Ugi Utilities, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Huntsman Defined Benefit Pension Plan in TX ($483M, 687 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Income Plan for Employees of Ugi Utilities, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Oshkosh Corporation Salaried and Clerical Employees' Retirement Plan in WI (639 participants, $533K 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 231174060.

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.