Defined Benefit (Pension) · DOL Form 5500 · 2023

Tucson Electric Power Company Pension Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
291
Participants Below avg headcount
83rd
Percentile by assets National rank
$142,019
Avg per participant Near avg balance/head
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Official DOL plan name: Pension Plan for Employees of Unisource Energy Services · Sponsored by Tucson Electric Power Company · Arizona · Utilities

$41M in assets, 291 participants

Tucson Electric Power Company's Pension Plan for Employees of Unisource Energy Services reported $41M in total assets and 291 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #352 in Utilities (721 peers)

Utilities sector rank

Within Utilities, Pension Plan for Employees of Unisource Energy Services ranks #352 of 721 2023 filers by assets (1299% of the sector average)-$41M for 291 participants.

#352
in Utilities (721 peers)
+13.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Pension Plan for Employees of Unisource Energy Services's outsized position by total assets

Pension Plan for Employees of Unisource Energy Services vs every filed plan by assets

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

$41,327,402 Top 17% higher than 83% 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

Pension Plan for Employees of Unisource Energy Services 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. Pension Plan for Employees of Unisource Energy Services sits mid-pack in the medium band (291 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pension Plan for Employees of Unisource Energy Services reported net income rose from -$12M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Pension Plan for Employees of Unisource Energy Services end-of-year assets rose from $36M in the plan year 2022 filing to $41M in the plan year 2023 filing.
  • Pension Plan for Employees of Unisource Energy Services reported participants fell from 295 in the plan year 2022 filing to 291 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 860062700 · Tucson Electric Power Company PY 2023 · Defined Benefit (Pension)

Pension Plan for Employees of Unisource Energy Services · $41M · 291 · 83rd

  • PCT $41M
  • PCT 291
  • PCT 83rd
  • PCT Defined Benefit (Pension)
  • PCT near Dominion Energy Kewaunee Union Pension Plan
  • PCT ind #352

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 Arizona →

Pension Plan for Employees of Unisource Energy Services in the asset neighbourhood

Pontifical Catholic University of Puerto Rico Pension PlanPontifical Catholic Universi…$41MTexas-New Mexico Power Company Pension PlanTexas-New Mexico Power Compa…$41MPension Plan for Employees of Unisource Energy ServicesPension Plan for Employees o…$41MDominion Energy Kewaunee Union Pension PlanDominion Energy Kewaunee Uni…$41MRetirement Plan for Employees of Ranken Technical CollegeRetirement Plan for Employee…$41M
End-of-year total assets ($M) among Pension Plan for Employees of Unisource Energy Services and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Utilities filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$41M
Net Income$5M
Employer EIN860062700
Plan Effective Date2003-08-11
Filing StatusFILING RECEIVED

Sponsor Plan History (Tucson Electric Power Company)

Sponsor-wide plan assets over time

All Tucson Electric Power Company plans reported in each filing year

Latest sponsor-wide plan assets
$1.0B 25.378954054013242% vs 2022
2024 filing year
$0.7B$0.8B$0.9B$1B$1.1B 202220232024 $0.8B $1B ▲ +25.0%
Year Plans Participants Total Assets
2022 4 4,087 $800M
2023 4 3,999 $926M
2024 4 4,149 $1.0B

Nearby Defined Benefit (Pension) Plans in Arizona

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Pension Plan for Employees of Unisource Energy Services vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -101234 Total assets ($B) Participants Pension Plan for Employees of Unisource Energy Services, Total assets ($B): 0.041327402 · Participants: 291Pension Plan for Employees of Unisource Energy ServicesPinnacle West Capital Corporation Retirement Plan, Total assets ($B): 3.271793253 · Participants: 5824Pinnacle West Capital Corporation Retirement PlanSalt River Project Employees' Retirement Plan, Total assets ($B): 2.784269809 · Participants: 4790Salt River Project Employees' Retirement PlanFreeport Minerals Corporation Retirement Plan, Total assets ($B): 1.443465749 · Participants: 2597Freeport Minerals Corporation Retirement PlanDesert States Employers & Ufcw Unions Pension Plan, Total assets ($B): 1.005171309 · Participants: 19139Desert States Employers & Ufcw Unions Pension PlanAvnet Pension Plan, Total assets ($B): 0.50129138 · Participants: 2483Avnet Pension Plan
Pension Plan for Employees of Unisource Energy Services vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
Compare Pension Plan for Employees of Unisource Energy Services side-by-side with 3 peers →

Pension Plan for Employees of Unisource Energy Services's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Arizona, the nearest Defined Benefit (Pension) by assets is Dominion Energy Kewaunee Union Pension Plan in VA ($41M); by covered participants it is Wagi Cash Balance Plan in WA (291 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (291 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 Pension Plan for Employees of Unisource Energy Services assets move in 2023? ▼
Pension Plan for Employees of Unisource Energy Services grew at a solid clip - up 13.4% during 2023, from $36M to $41M. Reported net income was $5M.
How have Tucson Electric Power Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tucson Electric Power Company's sponsor-wide assets grew 25.4%, from $800M to $1.0B.
Where does Pension Plan for Employees of Unisource Energy Services rank by assets among Form 5500 filers? ▼
Pension Plan for Employees of Unisource Energy Services ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Pension Plan for Employees of Unisource Energy Services? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Dominion Energy Kewaunee Union Pension Plan in VA ($41M, 4 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan for Employees of Unisource Energy Services? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Wagi Cash Balance Plan in WA (291 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 860062700.

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.