401(k) · DOL Form 5500 · 2023

Essential Utilities, Inc. 401(k) Plan

Data updated 2026-08-25

$559M
Total assets Above avg plan size
3,124
Participants Above avg headcount
98th
Percentile by assets National rank
$178,778
Avg per participant Above avg balance/head
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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.

  • #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.

#604
in Utilities (721 peers)
+10.9%
assets growth YoY
5.6×
vs typical plan assets (national mean)

Essential Utilities, Inc. 401(k) Plan's outsized position 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 $2,050,000,000 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

Essential Utilities, Inc. 401(k) 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. Essential Utilities, Inc. 401(k) Plan lands in the large band (3,124 participants).

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 →

Published 5500 schedule card

Filing strip 231702594 · Essential Utilities, Inc. PY 2023 · 401(k)

Essential Utilities, Inc. 401(k) Plan · $559M · 3,124 · 98th

  • 5500 $559M
  • 5500 3,124
  • 5500 98th
  • 5500 401(k)
  • 5500 near Owens Corning Savings and Security Plan
  • 5500 ind #604

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 →

Essential Utilities, Inc. 401(k) Plan in the asset neighbourhood

Essential Utilities, Inc. 401(k) PlanEssential Utilities, Inc. 40…$559MOwens Corning Savings and Security PlanOwens Corning Savings and Se…$558MMarcum LLP 401(k) Plan$558M401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC401(k) Savings and Retiremen…$558MKamehameha Schools 401(k) Retirement Savings PlanKamehameha Schools 401(k) Re…$558M
End-of-year total assets ($M) among Essential Utilities, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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.)

Sponsor-wide plan assets over time

All Essential Utilities, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$923M 7.829601814281283% vs 2022
2024 filing year
$800M$850M$900M$950M 202220232024 $856M $923M ▲ +7.8%
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 ($B) Participants Essential Utilities, Inc. 401(k) Plan, Total assets ($B): 0.558501909 · Participants: 3124Essential Utilities, Inc. 401(k) 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
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 →

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

Outside Pennsylvania, the nearest 401(k) by assets is Owens Corning Savings and Security Plan in OH ($558M); by covered participants it is Guess?, Inc. 401(k) Plan and Trust in CA (3,125 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,124 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 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).
Which 401(k) plans cover a similar participant headcount to Essential Utilities, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Guess?, Inc. 401(k) Plan and Trust in CA (3,125 participants, $99M 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 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.