UNITIL CORPORATION RETIREMENT PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
UNITIL SERVICE CORP.
This Defined Benefit (Pension) plan holds $164M in total assets and serves 178 participants as of 2023. It is sponsored by UNITIL SERVICE CORP. in New Hampshire. The plan reported positive net income of $16M for the year.
What the Filing Says About UNITIL CORPORATION RETIREMENT PLAN
UNITIL CORPORATION RETIREMENT PLAN is a Defined Benefit (Pension) retirement plan sponsored by UNITIL SERVICE CORP., headquartered in New Hampshire. As of the 2023 Form 5500 filing, the plan reports $164M in total end-of-year assets and covers 178 participants across the Utilities industry. The sponsor's EIN on file with the U.S. Department of Labor is 020383661, and the plan has been effective since 1985-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $148M at the beginning of 2023 to $164M at year-end — a gain of 10.6%. Net assets (after liabilities) closed the year at $164M, with reported net income of $16M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $148M |
| Total Assets (End of Year) | $164M |
| Net Assets (End of Year) | $164M |
| Net Income | $16M |
| Plan Type | Defined Benefit (Pension) |
| Employer EIN | 020383661 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (UNITIL SERVICE CORP.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 207 | $148M |
| 2023 | 1 | 178 | $164M |
| 2024 | 1 | 167 | $179M |
Nearby Defined Benefit (Pension) Plans in New Hampshire
Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.
- PENSION PLAN FOR EMPLOYEES OF DARTMOUTH-HITCHCOCK $626M · 1,514
- RETIREMENT PLAN FOR EMPLOYEES OF CONCORD HOSPITAL $380M · 3,425
- ELLIOT HEALTH SYSTEM PENSION PLAN $278M · 520
- CATHOLIC MEDICAL CENTER PENSION PLAN $221M · 397
- OSRAM SYLVANIA PENSION PLAN $221M · 275
Related Data
Guides
Related Data on Other Portals
Frequently Asked Questions
How much money is in the UNITIL CORPORATION RETIREMENT PLAN? ▼
What type of plan is UNITIL CORPORATION RETIREMENT PLAN? ▼
Who sponsors the UNITIL CORPORATION RETIREMENT PLAN? ▼
How did UNITIL CORPORATION RETIREMENT PLAN perform in 2023? ▼
Where can I find official filings for UNITIL CORPORATION RETIREMENT PLAN? ▼
How does UNITIL CORPORATION RETIREMENT PLAN compare to other plans? ▼
Explore PlainRetire
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 020383661.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.