Defined Benefit (Pension) · DOL Form 5500 · 2023

Liberty Utilities Co. Pension Plan

Data updated 2026-08-25

$393M
Total assets Above avg plan size
618
Participants Below avg headcount
97th
Percentile by assets National rank
$635,720
Avg per participant High balance/head
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Official DOL plan name: Liberty Utilities Defined Benefit Pension Plan · Sponsored by Liberty Utilities Co. · Arizona · Utilities

$393M in assets, 618 participants

Liberty Utilities Co.'s Liberty Utilities Defined Benefit Pension Plan reported $393M in total assets and 618 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.

  • #573 in Utilities (721 peers)

Where Liberty Utilities Defined Benefit Pension Plan sits by assets

Liberty Utilities Defined Benefit Pension Plan sits in the top 5% of all filed plans by assets, $393M for 618 participants (~$635,720/participant), up 9.0% in 2023.

#573
in Utilities (721 peers)
+9.0%
assets growth YoY
3.9×
vs typical plan assets (national mean)

Liberty Utilities Defined Benefit Pension Plan's outsized position by total assets

Liberty Utilities Defined Benefit Pension Plan vs every filed plan by assets

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

$392,875,125 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 Defined Benefit Pension Plan 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. Liberty Utilities Defined Benefit Pension Plan sits mid-pack in the medium band (618 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Liberty Utilities Defined Benefit Pension Plan reported net income rose from -$94M in the plan year 2022 filing to $32M in the plan year 2023 filing.
  • Liberty Utilities Defined Benefit Pension Plan end-of-year assets rose from $360M in the plan year 2022 filing to $393M in the plan year 2023 filing.
  • Liberty Utilities Defined Benefit Pension Plan reported participants fell from 665 in the plan year 2022 filing to 618 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

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

Liberty Utilities Defined Benefit Pension Plan · $393M · 618 · 97th

  • BOOK $393M
  • BOOK 618
  • BOOK 97th
  • BOOK Defined Benefit (Pension)
  • BOOK near Sheet Metal Workers Local Union No. 80 Pension Fund
  • BOOK ind #573

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 Defined Benefit Pension Plan in the asset neighbourhood

Syngenta Corporation Pension PlanSyngenta Corporation Pension…$393MSheet Metal Workers Local Union No. 80 Pension FundSheet Metal Workers Local Un…$393MLiberty Utilities Defined Benefit Pension PlanLiberty Utilities Defined Be…$393MDover Corporation Pension PlanDover Corporation Pension Pl…$393MHawaii Laborers' Pension Trust FundHawaii Laborers' Pension Tru…$392M
End-of-year total assets ($M) among Liberty Utilities Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$360M
Net Assets (End of Year)$393M
Net Income$32M
Employer EIN274444001
Plan Effective Date2012-07-03
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 Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 01234 Total assets ($B) Participants Liberty Utilities Defined Benefit Pension Plan, Total assets ($B): 0.392875125 · Participants: 618Liberty Utilities Defined Benefit 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 Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
Compare Liberty Utilities Defined Benefit Pension Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest Defined Benefit (Pension) by assets is Sheet Metal Workers Local Union No. 80 Pension Fund in MI ($393M); by covered participants it is Ohio Bricklayers Pension Plan in MI (618 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($393M here).

Similar participant headcount

Nearest other-state filings by covered participants (618 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 Defined Benefit Pension Plan assets move in 2023? ▼
Liberty Utilities Defined Benefit Pension Plan grew at a solid clip - up 9.0% during 2023, from $360M to $393M. Reported net income was $32M.
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 Defined Benefit Pension Plan rank by assets among Form 5500 filers? ▼
Liberty Utilities Defined Benefit Pension 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 Defined Benefit (Pension) plans are similar in size to Liberty Utilities Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sheet Metal Workers Local Union No. 80 Pension Fund in MI ($393M, 1,202 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Liberty Utilities Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ohio Bricklayers Pension Plan in MI (618 participants, $107M 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.