Defined Benefit (Pension) · DOL Form 5500 · 2023

Liberty Utilities Co. Pension Plan

Data updated 2026-08-25

$65M
Total assets Below avg plan size
1,533
Participants Near avg headcount
88th
Percentile by assets National rank
$42,243
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Liberty Utilities Cash Balance Pension Plan · Sponsored by Liberty Utilities Co. · Arizona · Utilities

$65M in assets, 1,533 participants

Liberty Utilities Co.'s Liberty Utilities Cash Balance Pension Plan reported $65M in total assets and 1,533 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #411 in Utilities (721 peers)

Coverage in Arizona

Liberty Utilities Cash Balance Pension Plan covers 1,533 participants in Arizona, 2.7x the typical Arizona plan (state average ~564 per filing). Assets: $65M.

#411
in Utilities (721 peers)
+20.3%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Liberty Utilities Cash Balance Pension Plan's outsized position by total assets

Liberty Utilities Cash Balance Pension Plan vs every filed plan by assets

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

$64,758,271 Top 12% higher than 88% 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 Cash Balance Pension 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 Cash Balance Pension Plan lands in the large band (1,533 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Liberty Utilities Cash Balance Pension Plan reported net income rose from -$2M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Liberty Utilities Cash Balance Pension Plan end-of-year assets rose from $54M in the plan year 2022 filing to $65M in the plan year 2023 filing.
  • Liberty Utilities Cash Balance Pension Plan reported participants rose from 1,405 in the plan year 2022 filing to 1,533 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 274444001 · Liberty Utilities Co. PY 2023 · Defined Benefit (Pension)

Liberty Utilities Cash Balance Pension Plan · $65M · 1,533 · 88th

  • ASSETS $65M
  • ASSETS 1,533
  • ASSETS 88th
  • ASSETS Defined Benefit (Pension)
  • ASSETS near Laborers Pension Fund
  • ASSETS ind #411

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 Cash Balance Pension Plan in the asset neighbourhood

The Restated Noncontributory Retirement Plan for CooperativesThe Restated Noncontributory…$65MYoung & Rubicam LLC Career Cash Balance Continuation PlanYoung & Rubicam LLC Career C…$65MLiberty Utilities Cash Balance Pension PlanLiberty Utilities Cash Balan…$65MLaborers Pension Fund$65MMichael Best & Friedrich Employees' Pension PlanMichael Best & Friedrich Emp…$65M
End-of-year total assets ($M) among Liberty Utilities Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$65M
Net Income$11M
Employer EIN274444001
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Liberty Utilities Co.)

Sponsor-wide plan assets over time

All Liberty Utilities Co. plans reported in each filing year

Latest sponsor-wide plan assets
$480M 15.789819067595099% vs 2022
2024 filing year
$400M$420M$440M$460M$480M$500M 202220232024 $414M $480M ▲ +15.8%
Year Plans Participants Total Assets
2022 2 2,070 $414M
2023 2 2,151 $458M
2024 2 2,282 $480M

Nearby Defined Benefit (Pension) Plans in Arizona

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

Liberty Utilities Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 -101234 Total assets ($B) Participants Liberty Utilities Cash Balance Pension Plan, Total assets ($B): 0.064758271 · Participants: 1533Liberty Utilities Cash Balance Pension PlanPinnacle 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
Liberty Utilities Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
Compare Liberty Utilities Cash Balance Pension Plan side-by-side with 3 peers →

Liberty Utilities Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Arizona, the nearest Defined Benefit (Pension) by assets is Laborers Pension Fund in VA ($65M); by covered participants it is The Dierbergs Market, Inc and Local 655 Variable Annuity Plan in MO (1,533 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,533 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 Cash Balance Pension Plan assets move in 2023? ▼
Liberty Utilities Cash Balance Pension Plan grew sharply - up 20.3% during 2023, from $54M to $65M. Reported net income was $11M.
How have Liberty Utilities Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Liberty Utilities Co.'s sponsor-wide assets grew 15.8%, from $414M to $480M.
Where does Liberty Utilities Cash Balance Pension Plan rank by assets among Form 5500 filers? ▼
Liberty Utilities Cash Balance Pension Plan ranks in the 88th 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 Liberty Utilities Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Laborers Pension Fund in VA ($65M, 553 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Liberty Utilities Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Dierbergs Market, Inc and Local 655 Variable Annuity Plan in MO (1,533 participants, $9M 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 274444001.

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.