401(k) · DOL Form 5500 · 2023

Ugi Utilities, Inc. 401(k) Plan

Data updated 2026-08-25

$552M
Total assets Above avg plan size
2,328
Participants Above avg headcount
98th
Percentile by assets National rank
$237,117
Avg per participant Above avg balance/head
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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.

  • #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.

#601
in Utilities (721 peers)
+15.9%
assets growth YoY
5.5×
vs typical plan assets (national mean)

Ugi Utilities, Inc. Savings Plan's outsized position by total assets

Ugi Utilities, Inc. Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$552,007,336 Top 2% higher than 98% of 127,068 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 2023

Ugi Utilities, Inc. Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ugi Utilities, Inc. Savings Plan lands in the large band (2,328 participants).

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.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 231174060 · Ugi Utilities, Inc. PY 2023 · 401(k)

Ugi Utilities, Inc. Savings Plan · $552M · 2,328 · 98th

  • EBSA $552M
  • EBSA 2,328
  • EBSA 98th
  • EBSA 401(k)
  • EBSA near Dfa Dairy Brands Smartchoice Savings Plan
  • EBSA ind #601

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 →

Ugi Utilities, Inc. Savings Plan in the asset neighbourhood

Buckeye Pipe Line Services Company Retirement and Savings PlanBuckeye Pipe Line Services C…$552MDfa Dairy Brands Smartchoice Savings PlanDfa Dairy Brands Smartchoice…$552MUgi Utilities, Inc. Savings PlanUgi Utilities, Inc. Savings …$552MIeee, Inc. Savings and Investment PlanIeee, Inc. Savings and Inves…$552MNidec Motor Corporation Employee Savings Investment PlanNidec Motor Corporation Empl…$552M
End-of-year total assets ($M) among Ugi Utilities, Inc. Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$476M
Net Assets (End of Year)$552M
Net Income$76M
Employer EIN231174060
Plan Effective Date1985-01-01
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 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 Scatter plot of 6 data points. -20000020000400006000080000100000 -505101520 Total assets ($B) Participants Ugi Utilities, Inc. Savings Plan, Total assets ($B): 0.552007336 · Participants: 2328Ugi Utilities, Inc. Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Ugi Utilities, Inc. Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Ugi Utilities, Inc. Savings Plan side-by-side with 3 peers →

Ugi Utilities, Inc. Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Dfa Dairy Brands Smartchoice Savings Plan in KS ($552M); by covered participants it is Pegasystems Inc. 401(k) Plan in MA (2,328 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,328 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ugi Utilities, Inc. Savings Plan assets move in 2023? ▼
Ugi Utilities, Inc. Savings Plan grew sharply - up 15.9% during 2023, from $476M to $552M. Reported net income was $76M.
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 Ugi Utilities, Inc. Savings Plan rank by assets among Form 5500 filers? ▼
Ugi Utilities, Inc. Savings Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Ugi Utilities, Inc. Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dfa Dairy Brands Smartchoice Savings Plan in KS ($552M, 6,848 participants).
Which 401(k) plans cover a similar participant headcount to Ugi Utilities, Inc. Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pegasystems Inc. 401(k) Plan in MA (2,328 participants, $454M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.