401(k) · DOL Form 5500 · 2023

Unitil Corporation 401(k) Plan

Data updated 2026-08-11

$138M
Total assets: 491
Participants: 93rd
Percentile by assets: $281,887
Avg per participant

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.

93rd percentile by assets (of 127,072 plans)
#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.

$138M
total plan assets (2023 EOY): 491
covered participants: 93rd
percentile by assets (of 127,072 plans): $281,887
avg assets per participant

Where Unitil Corporation Tax Deferred Savings and Investment Plan sits 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

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 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 →

State

New Hampshire

Industry

Utilities

Rank #479 in Utilities

Among 721 Utilities plans that filed a Form 5500 for plan year 2023, Unitil Corporation Tax Deferred Savings and Investment Plan ranks #479 by end-of-year assets - about 388% of the sector average of $537M. Nationally it sits in the 93rd percentile, a weaker position within its industry than across all filers.

Utilities filing particulars

Total Assets (Beginning of Year)	$120M
Net Assets (End of Year)	$138M
Net Income	$18M
Employer EIN	020381573
Plan Effective Date	1985-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Unitil Corporation)

Total plan assets by year, all Unitil Corporation plans on file

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

C&s and Affiliates 401(k) Savings Plan (a) $575M · 12,135
Ams Osram Savings Plan $462M · 977
Albany International Corp. Prosperity Plus Savings Plan $448M · 1,784
Connection Employee 401(k) and Profit Sharing Plan $378M · 2,702
Coca Cola Beverages Northeast, Inc. Incentive Savings Plan $363M · 2,708

Compare Unitil Corporation Tax Deferred Savings … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Unitil Corporation Tax Deferred Savings and Investment Plan by total assets, not by location.

Sky Lakes Medical Center 401(k) (OR) $138M · 1,517
Redstone Federal Credit Union Employees' Savings & Retirement Plan & Trust (AL) $138M · 1,234
Provider Care Group Mirror 401(k) Plan (TN) $138M · 1,116
First Bancorp Employees' 401(k) Savings Plan (NC) $138M · 1,169

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).

Next read for Unitil Corporation Tax Deferred Savings …

Filing takeaways

Ways to act on Unitil Corporation Tax Deferred Savings and Investment Plan's numbers.

By total assets, Unitil Corporation Tax Deferred Savings and Investment Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in New Hampshire. Compare plans
Unitil Corporation's sponsor-wide assets have grown 30.2% since 2022 across 3 plan years on file. More Utilities plans

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.