401(k) · DOL Form 5500 · 2023

Unitil Corporation 401(k) Plan

Data updated 2026-08-25

$138M
Total assets Near avg plan size
491
Participants Below avg headcount
93rd
Percentile by assets National rank
$281,887
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Unitil Corporation Tax Deferred Savings and Investment Plan · Sponsored by Unitil Corporation · New Hampshire · Utilities

$138M in assets, 491 participants

Unitil Corporation's Unitil Corporation Tax Deferred Savings and Investment Plan reported $138M in total assets and 491 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #479 in Utilities (721 peers)

Utilities sector rank

Within Utilities, Unitil Corporation Tax Deferred Savings and Investment Plan ranks #479 of 721 2023 filers by assets (388% of the sector average)-$138M for 491 participants.

#479
in Utilities (721 peers)
+15.3%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Unitil Corporation Tax Deferred Savings and Investment Plan's outsized position by total assets

Unitil Corporation Tax Deferred Savings and Investment Plan vs every filed plan by assets

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

$138,406,673 Top 7% higher than 93% 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

Unitil Corporation Tax Deferred Savings and Investment Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Unitil Corporation Tax Deferred Savings and Investment Plan sits mid-pack in the medium band (491 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Unitil Corporation Tax Deferred Savings and Investment Plan reported net income rose from -$23M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Unitil Corporation Tax Deferred Savings and Investment Plan end-of-year assets rose from $120M in the plan year 2022 filing to $138M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 020381573 · Unitil Corporation PY 2023 · 401(k)

Unitil Corporation Tax Deferred Savings and Investment Plan · $138M · 491 · 93rd

  • TYPE $138M
  • TYPE 491
  • TYPE 93rd
  • TYPE 401(k)
  • TYPE near Sky Lakes Medical Center 401(k)
  • TYPE ind #479

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 New Hampshire →

Unitil Corporation Tax Deferred Savings and Investment Plan in the asset neighbourhood

First Bancorp Employees' 401(k) Savings PlanFirst Bancorp Employees' 401…$138MUnitil Corporation Tax Deferred Savings and Investment PlanUnitil Corporation Tax Defer…$138MSky Lakes Medical Center 401(k)Sky Lakes Medical Center 401…$138MRedstone Federal Credit Union Employees' Savings & Retirement Plan & TrustRedstone Federal Credit Unio…$138MProvider Care Group Mirror 401(k) PlanProvider Care Group Mirror 4…$138M
End-of-year total assets ($M) among Unitil Corporation Tax Deferred Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utilities filing particulars

Total Assets (Beginning of Year)$120M
Net Assets (End of Year)$138M
Net Income$18M
Employer EIN020381573
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Unitil Corporation)

Sponsor-wide plan assets over time

All Unitil Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$156M 30.16542906433465% vs 2022
2024 filing year
$100M$120M$140M$160M 202220232024 $120M $156M ▲ +30.2%
Year Plans Participants Total Assets
2022 1 495 $120M
2023 1 491 $138M
2024 1 521 $156M

Nearby 401(k) Plans in New Hampshire

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Unitil Corporation Tax Deferred Savings and Investment Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 100200300400500600 Total assets ($M) Participants Unitil Corporation Tax Deferred Savings and Investment Plan, Total assets ($M): 138.406673 · Participants: 491Unitil Corporation Tax Deferred Savings and Investment PlanC&s and Affiliates 401(k) Savings Plan (a), Total assets ($M): 574.6136 · Participants: 12135C&s and Affiliates 401(k) Savings Plan (a)Ams Osram Savings Plan, Total assets ($M): 461.503498 · Participants: 977Ams Osram Savings PlanAlbany International Corp. Prosperity Plus Savings Plan, Total assets ($M): 447.510354 · Participants: 1784Albany International Corp. Prosperity Plus Savings PlanConnection Employee 401(k) and Profit Sharing Plan, Total assets ($M): 378.181216 · Participants: 2702Connection Employee 401(k) and Profit Sharing PlanCoca Cola Beverages Northeast, Inc. Incentive Savings Plan, Total assets ($M): 362.577523 · Participants: 2708Coca Cola Beverages Northeast, Inc. Incentive Savings Plan
Unitil Corporation Tax Deferred Savings and Investment Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants
Compare Unitil Corporation Tax Deferred Savings and Investment Plan side-by-side with 3 peers →

Unitil Corporation Tax Deferred Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside New Hampshire, the nearest 401(k) by assets is Sky Lakes Medical Center 401(k) in OR ($138M); by covered participants it is Orthoillinois Profit Sharing/Safe Harbor 401(k) Plan in IL (491 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (491 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 Unitil Corporation Tax Deferred Savings and Investment Plan assets move in 2023? ▼
Unitil Corporation Tax Deferred Savings and Investment Plan grew sharply - up 15.3% during 2023, from $120M to $138M. Reported net income was $18M.
How have Unitil Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Unitil Corporation's sponsor-wide assets grew 30.2%, from $120M to $156M.
Where does Unitil Corporation Tax Deferred Savings and Investment Plan rank by assets among Form 5500 filers? ▼
Unitil Corporation Tax Deferred Savings and Investment Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Unitil Corporation Tax Deferred Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sky Lakes Medical Center 401(k) in OR ($138M, 1,517 participants).
Which 401(k) plans cover a similar participant headcount to Unitil Corporation Tax Deferred Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Orthoillinois Profit Sharing/Safe Harbor 401(k) Plan in IL (491 participants, N/A 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 020381573.

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.