401(k) · DOL Form 5500 · 2023

Essential Utilities, Inc. 401(k) Plan

Data updated 2026-08-11

$559M
Total assets
3,124
Participants
98th
Percentile by assets
$178,778
Avg per participant
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Official DOL plan name: Essential Utilities, Inc. 401(k) Plan · Sponsored by Essential Utilities, Inc. · Pennsylvania · Utilities

$559M in assets, 3,124 participants

Essential Utilities, Inc.'s Essential Utilities, Inc. 401(k) Plan reported $559M in total assets and 3,124 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)
  • #604 in Utilities (721 peers)

Coverage in Pennsylvania

Essential Utilities, Inc. 401(k) Plan covers 3,124 participants in Pennsylvania, 3.8x the typical Pennsylvania plan (state average ~822 per filing). Assets: $559M.

$559M
total plan assets (2023 EOY)
3,124
covered participants
98th
percentile by assets (of 127,072 plans)
$178,778
avg assets per participant

Where Essential Utilities, Inc. 401(k) Plan sits by total assets

Essential Utilities, Inc. 401(k) Plan vs every filed plan by assets

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

$558,501,909 Top 2% higher than 98% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Essential Utilities, Inc. 401(k) Plan reported net income rose from -$56M in the plan year 2022 filing to $55M in the plan year 2023 filing.
  • Essential Utilities, Inc. 401(k) Plan reported participants rose from 1,623 in the plan year 2022 filing to 3,124 in the plan year 2023 filing.
  • Essential Utilities, Inc. 401(k) Plan end-of-year assets rose from $503M in the plan year 2022 filing to $559M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Pennsylvania
Industry
Utilities

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Essential Utilities, Inc. 401(k) Plan reports 3,124 participants - 3.8x that state average ($559M EOY assets).

Pennsylvania filing particulars

Total Assets (Beginning of Year)$503M
Net Assets (End of Year)$558M
Net Income$55M
Employer EIN231702594
Plan Effective Date2003-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Essential Utilities, Inc.)

$800M$850M$900M$950M 202220232024 $856M $923M ▲ +7.8%
Total plan assets by year, all Essential Utilities, Inc. plans on file
Year Plans Participants Total Assets
2022 2 2,324 $856M
2023 2 3,703 $880M
2024 2 3,778 $923M

Nearby 401(k) Plans in Pennsylvania

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

Essential Utilities, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -505101520 Total assets ($B) Participants Essential Utilities,…, Total assets ($B): 0.558501909 · Participants: 3124Essential Utilities,…Comcast Corporation …, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation …Cigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirem…, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirem…The PNC Financial Se…, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Se…The Bank of New York…, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York…
Essential Utilities, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Essential Utilities, Inc. 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Essential Utilities, Inc. 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Essential Utilities, Inc. 401(k) Plan assets move in 2023? ▼
Essential Utilities, Inc. 401(k) Plan grew at a solid clip - up 10.9% during 2023, from $503M to $559M. Reported net income was $55M.
How have Essential Utilities, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Essential Utilities, Inc.'s sponsor-wide assets grew 7.8%, from $856M to $923M.
Where does Essential Utilities, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Essential Utilities, Inc. 401(k) 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 Essential Utilities, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Owens Corning Savings and Security Plan in OH ($558M, 5,523 participants).

Next read for Essential Utilities, Inc. 401(k) Plan

Filing takeaways

Ways to act on Essential Utilities, Inc. 401(k) Plan's numbers.

  • By total assets, Essential Utilities, Inc. 401(k) 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
  • Essential Utilities, Inc.'s sponsor-wide assets have grown 7.8% 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 231702594.

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.