Defined Benefit (Pension) · DOL Form 5500 · 2023

Epcor USA, Inc. Pension Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
46
Participants Small participant base
75th
Percentile by assets National rank
$507,453
Avg per participant High balance/head
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Official DOL plan name: Epcor Water (USA), Inc. Pension Plan · Sponsored by Epcor USA, Inc. · Arizona · Utilities

$23M in assets, 46 participants

Epcor USA, Inc.'s Epcor Water (USA), Inc. Pension Plan reported $23M in total assets and 46 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #273 in Utilities (721 peers)

Utilities sector rank

Within Utilities, Epcor Water (USA), Inc. Pension Plan ranks #273 of 721 2023 filers by assets (2300% of the sector average)-$23M for 46 participants.

#273
in Utilities (721 peers)
+20.2%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Epcor Water (USA), Inc. Pension Plan's outsized position by total assets

Epcor Water (USA), Inc. Pension Plan vs every filed plan by assets

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

$23,342,858 Top 25% higher than 75% 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

Epcor Water (USA), Inc. Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Epcor Water (USA), Inc. Pension Plan is a small filing (46 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Epcor Water (USA), Inc. Pension Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Epcor Water (USA), Inc. Pension Plan end-of-year assets rose from $19M in the plan year 2022 filing to $23M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 460525312 · Epcor USA, Inc. PY 2023 · Defined Benefit (Pension)

Epcor Water (USA), Inc. Pension Plan · $23M · 46 · 75th

  • 5500 $23M
  • ASSETS 46
  • PCT 75th
  • EIN Defined Benefit (Pension)
  • RANK near The Fiesta Tableware Company Salaried Employees Pension Plan
  • PHOTO ind #273

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 →

Epcor Water (USA), Inc. Pension Plan in the asset neighbourhood

The Fiesta Tableware Company Salaried Employees Pension PlanThe Fiesta Tableware Company…$23MEpcor Water (USA), Inc. Pension PlanEpcor Water (USA), Inc. Pens…$23MJersey Shore State Bank Retirement PlanJersey Shore State Bank Reti…$23MAnaren Microwave, Inc. Pension PlanAnaren Microwave, Inc. Pensi…$23MThe Pension Plan for Members of the Mount Sinai Hospital Pharmacy AssociationThe Pension Plan for Members…$23M
End-of-year total assets ($M) among Epcor Water (USA), Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Utilities filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$23M
Net Income$4M
Employer EIN460525312
Plan Effective Date2011-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Epcor USA, Inc.)

Sponsor-wide plan assets over time

All Epcor USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$73M 26.20226815142457% vs 2022
2024 filing year
$55M$60M$65M$70M$75M 202220232024 $57.7M $72.8M ▲ +26.2%
Year Plans Participants Total Assets
2022 2 453 $58M
2023 2 498 $72M
2024 2 601 $73M

Nearby Defined Benefit (Pension) Plans in Arizona

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

Epcor Water (USA), Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -101234 Total assets ($B) Participants Epcor Water (USA), Inc. Pension Plan, Total assets ($B): 0.023342858 · Participants: 46Epcor Water (USA), Inc. 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
Epcor Water (USA), Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
Compare Epcor Water (USA), Inc. Pension Plan side-by-side with 3 peers →

Epcor Water (USA), Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Arizona, the nearest Defined Benefit (Pension) by assets is The Fiesta Tableware Company Salaried Employees Pension Plan in WV ($23M); by covered participants it is Furst-Mcness Company Pension Plan in IL (46 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (46 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 Epcor Water (USA), Inc. Pension Plan assets move in 2023? ▼
Epcor Water (USA), Inc. Pension Plan grew sharply - up 20.2% during 2023, from $19M to $23M. Reported net income was $4M.
How have Epcor USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Epcor USA, Inc.'s sponsor-wide assets grew 26.2%, from $58M to $73M.
Where does Epcor Water (USA), Inc. Pension Plan rank by assets among Form 5500 filers? ▼
Epcor Water (USA), Inc. Pension Plan ranks in the 75th 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 Epcor Water (USA), Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Fiesta Tableware Company Salaried Employees Pension Plan in WV ($23M, 75 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Epcor Water (USA), Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Furst-Mcness Company Pension Plan in IL (46 participants, $10M 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 460525312.

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.