401(k) · DOL Form 5500 · 2023
Ugi Utilities, Inc. 401(k) Plan
Data updated 2026-08-11
- $552M
- Total assets
- 2,328
- Participants
- 98th
- Percentile by assets
- $237,117
- Avg per participant
Official DOL plan name: Ugi Utilities, Inc. Savings Plan · Sponsored by Ugi Utilities, Inc. · Pennsylvania · Utilities
$552M in assets, 2,328 participants
Ugi Utilities, Inc.'s Ugi Utilities, Inc. Savings Plan reported $552M in total assets and 2,328 participants in its 2023 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 127,072 plans)
- #601 in Utilities (721 peers)
Coverage in Pennsylvania
Ugi Utilities, Inc. Savings Plan covers 2,328 participants in Pennsylvania, 2.8x the typical Pennsylvania plan (state average ~822 per filing). Assets: $552M.
- $552M
- total plan assets (2023 EOY)
- 2,328
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $237,117
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ugi Utilities, Inc. Savings Plan reported net income rose from -$107M in the plan year 2022 filing to $76M in the plan year 2023 filing.
- Ugi Utilities, Inc. Savings Plan end-of-year assets rose from $476M in the plan year 2022 filing to $552M in the plan year 2023 filing.
- Ugi Utilities, Inc. Savings Plan reported participants fell from 2,360 in the plan year 2022 filing to 2,328 in the plan year 2023 filing.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Ugi Utilities, Inc. Savings Plan reports 2,328 participants - 2.8x that state average ($552M EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $476M |
|---|---|
| Net Assets (End of Year) | $552M |
| Net Income | $76M |
| Employer EIN | 231174060 |
| Plan Effective Date | 1985-01-01 |
| 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 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Ugi Utilities, Inc. Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Ugi Utilities, Inc. Savings Plan by total assets, not by location.
- Dfa Dairy Brands Smartchoice Savings Plan (KS) $552M · 6,848
- Ieee, Inc. Savings and Investment Plan (NJ) $552M · 1,144
- Buckeye Pipe Line Services Company Retirement and Savings Plan (TX) $552M · 1,826
- Nidec Motor Corporation Employee Savings Investment Plan (MO) $552M · 4,192
Frequently Asked Questions
How did Ugi Utilities, Inc. Savings Plan assets move in 2023? ▼
How have Ugi Utilities, Inc. plan assets changed over time? ▼
Where does Ugi Utilities, Inc. Savings Plan rank by assets among Form 5500 filers? ▼
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Next read for Ugi Utilities, Inc. Savings Plan
Filing takeaways
Ways to act on Ugi Utilities, Inc. Savings Plan's numbers.
- By total assets, Ugi Utilities, Inc. Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) 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