401(k) · DOL Form 5500 · 2023

Liberty Utilities Service Corp. 401(k) Plan

Data updated 2026-08-25

$396M
Total assets Above avg plan size
2,460
Participants Above avg headcount
97th
Percentile by assets National rank
$160,932
Avg per participant Above avg balance/head
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Official DOL plan name: Liberty Utilities National 401(k) Plan · Sponsored by Liberty Utilities Service Corp. · Arizona · Utilities

$396M in assets, 2,460 participants

Liberty Utilities Service Corp.'s Liberty Utilities National 401(k) Plan reported $396M in total assets and 2,460 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #574 in Utilities (721 peers)

Coverage in Arizona

Liberty Utilities National 401(k) Plan covers 2,460 participants in Arizona, 4.4x the typical Arizona plan (state average ~564 per filing). Assets: $396M.

#574
in Utilities (721 peers)
+18.0%
assets growth YoY
4.0×
vs typical plan assets (national mean)

Liberty Utilities National 401(k) Plan's outsized position by total assets

Liberty Utilities National 401(k) Plan vs every filed plan by assets

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

$395,891,621 Top 3% higher than 97% 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

Liberty Utilities National 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. Liberty Utilities National 401(k) Plan lands in the large band (2,460 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Liberty Utilities National 401(k) Plan reported net income rose from -$44M in the plan year 2022 filing to $60M in the plan year 2023 filing.
  • Liberty Utilities National 401(k) Plan end-of-year assets rose from $336M in the plan year 2022 filing to $396M in the plan year 2023 filing.
  • Liberty Utilities National 401(k) Plan reported participants rose from 2,210 in the plan year 2022 filing to 2,460 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 331224978 · Liberty Utilities Service Corp. PY 2023 · 401(k)

Liberty Utilities National 401(k) Plan · $396M · 2,460 · 97th

  • TYPE $396M
  • TYPE 2,460
  • TYPE 97th
  • TYPE 401(k)
  • TYPE near M. C. Dean, Inc. 401(k) Plan
  • TYPE ind #574

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 →

Liberty Utilities National 401(k) Plan in the asset neighbourhood

Phi Group, Inc. 401(k) Retirement PlanPhi Group, Inc. 401(k) Retir…$396MShands Jacksonville Retirement PlanShands Jacksonville Retireme…$396MLoeb & Loeb LLP Profit Sharing and 401(k) PlanLoeb & Loeb LLP Profit Shari…$396MM. C. Dean, Inc. 401(k) Plan$396MLiberty Utilities National 401(k) PlanLiberty Utilities National 4…$396M
End-of-year total assets ($M) among Liberty Utilities National 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$336M
Net Assets (End of Year)$396M
Net Income$60M
Employer EIN331224978
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Liberty Utilities Service Corp.)

Sponsor-wide plan assets over time

All Liberty Utilities Service Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$443M 32.11195021727673% vs 2022
2024 filing year
$300M$350M$400M$450M$500M 202220232024 $336M $443M ▲ +32.1%
Year Plans Participants Total Assets
2022 1 2,210 $336M
2023 1 2,460 $396M
2024 1 2,492 $443M

Nearby 401(k) Plans in Arizona

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

Liberty Utilities National 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 0246 Total assets ($B) Participants Liberty Utilities National 401(k) Plan, Total assets ($B): 0.395891621 · Participants: 2460Liberty Utilities National 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Liberty Utilities National 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Liberty Utilities National 401(k) Plan side-by-side with 3 peers →

Liberty Utilities National 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is M. C. Dean, Inc. 401(k) Plan in VA ($396M); by covered participants it is Kamehameha Schools 401(k) Retirement Savings Plan in HI (2,460 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($396M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,460 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 Liberty Utilities National 401(k) Plan assets move in 2023? ▼
Liberty Utilities National 401(k) Plan grew sharply - up 18.0% during 2023, from $336M to $396M. Reported net income was $60M.
How have Liberty Utilities Service Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Liberty Utilities Service Corp.'s sponsor-wide assets grew 32.1%, from $336M to $443M.
Where does Liberty Utilities National 401(k) Plan rank by assets among Form 5500 filers? ▼
Liberty Utilities National 401(k) Plan ranks in the 97th 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 Liberty Utilities National 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is M. C. Dean, Inc. 401(k) Plan in VA ($396M, 4,832 participants).
Which 401(k) plans cover a similar participant headcount to Liberty Utilities National 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kamehameha Schools 401(k) Retirement Savings Plan in HI (2,460 participants, $558M 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 331224978.

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.