Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

TUCSON ELECTRIC POWER COMPANY SALARIED EMPLOYEES RETIREMENT PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

TUCSON ELECTRIC POWER COMPANY

This Defined Benefit (Pension) plan holds $263M in total assets and serves 798 participants as of 2023. It is sponsored by TUCSON ELECTRIC POWER COMPANY in Arizona. The plan reported positive net income of $27M for the year.

Total Assets (2023)
$263M
Participants
798
State
Industry
Utilities

What the Filing Says About TUCSON ELECTRIC POWER COMPANY SALARIED EMPLOYEES RETIREMENT PLAN

TUCSON ELECTRIC POWER COMPANY SALARIED EMPLOYEES RETIREMENT PLAN is a Defined Benefit (Pension) retirement plan sponsored by TUCSON ELECTRIC POWER COMPANY, headquartered in Arizona. As of the 2023 Form 5500 filing, the plan reports $263M in total end-of-year assets and covers 798 participants across the Utilities industry. The sponsor's EIN on file with the U.S. Department of Labor is 860062700, and the plan has been effective since 1953-06-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $235M at the beginning of 2023 to $263M at year-end — a gain of 11.7%. Net assets (after liabilities) closed the year at $263M, with reported net income of $27M 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)$235M
Total Assets (End of Year)$263M
Net Assets (End of Year)$263M
Net Income$27M
Plan TypeDefined Benefit (Pension)
Employer EIN860062700
Plan Effective Date1953-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (TUCSON ELECTRIC POWER COMPANY)

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.

Frequently Asked Questions

How much money is in the TUCSON ELECTRIC POWER COMPANY SALARIED EMPLOYEES RETIREMENT PLAN?
As of the 2023 Form 5500 filing, TUCSON ELECTRIC POWER COMPANY SALARIED EMPLOYEES RETIREMENT PLAN holds $263M in total assets with 798 participants. It is sponsored by TUCSON ELECTRIC POWER COMPANY.
What type of plan is TUCSON ELECTRIC POWER COMPANY SALARIED EMPLOYEES RETIREMENT PLAN?
TUCSON ELECTRIC POWER COMPANY SALARIED EMPLOYEES RETIREMENT PLAN is a Defined Benefit (Pension) plan. It has been effective since 1953-06-01. The plan is filed with the U.S. Department of Labor under EIN 860062700.
Who sponsors the TUCSON ELECTRIC POWER COMPANY SALARIED EMPLOYEES RETIREMENT PLAN?
TUCSON ELECTRIC POWER COMPANY SALARIED EMPLOYEES RETIREMENT PLAN is sponsored by TUCSON ELECTRIC POWER COMPANY, located in Arizona. The sponsor's EIN is 860062700 and the plan operates in the Utilities industry.
How did TUCSON ELECTRIC POWER COMPANY SALARIED EMPLOYEES RETIREMENT PLAN perform in 2023?
TUCSON ELECTRIC POWER COMPANY SALARIED EMPLOYEES RETIREMENT PLAN grew by 11.7% during 2023, moving from $235M to $263M in total assets. Net income was $27M.
Where can I find official filings for TUCSON ELECTRIC POWER COMPANY SALARIED EMPLOYEES RETIREMENT PLAN?
Official Form 5500 filings for TUCSON ELECTRIC POWER COMPANY SALARIED EMPLOYEES RETIREMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 860062700 or plan name at efast.dol.gov.
How does TUCSON ELECTRIC POWER COMPANY SALARIED EMPLOYEES RETIREMENT PLAN compare to other plans?
You can compare TUCSON ELECTRIC POWER COMPANY SALARIED EMPLOYEES RETIREMENT PLAN against other Defined Benefit (Pension) plans on the plan type page, or view plans in Arizona on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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 860062700.

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.

Data sourced from official public datasets. See our methodology for details.