Defined Benefit (Pension) · DOL Form 5500 · 2023

Ugi Utilities, Inc. Pension Plan

Data updated 2026-08-25

$514M
Total assets Above avg plan size
564
Participants Below avg headcount
97th
Percentile by assets National rank
$911,588
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Retirement Income Plan for Employees of Ugi Utilities, Inc. · Sponsored by Ugi Utilities, Inc. · Pennsylvania · Utilities

$514M in assets, 564 participants

Ugi Utilities, Inc.'s Retirement Income Plan for Employees of Ugi Utilities, Inc. reported $514M in total assets and 564 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.

  • #593 in Utilities (721 peers)

Where Retirement Income Plan for Employees of Ugi Utilities, Inc. sits by assets

Retirement Income Plan for Employees of Ugi Utilities, Inc. sits in the top 5% of all filed plans by assets, $514M for 564 participants (~$911,588/participant), up 6.3% in 2023.

#593
in Utilities (721 peers)
+6.3%
assets growth YoY
5.2×
vs typical plan assets (national mean)

Retirement Income Plan for Employees of Ugi Utilities, Inc.'s outsized position by total assets

Retirement Income Plan for Employees of Ugi Utilities, Inc. vs every filed plan by assets

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

$514,135,418 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

Retirement Income Plan for Employees of Ugi Utilities, Inc. 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. Retirement Income Plan for Employees of Ugi Utilities, Inc. sits mid-pack in the medium band (564 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Income Plan for Employees of Ugi Utilities, Inc. reported net income rose from -$173M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Retirement Income Plan for Employees of Ugi Utilities, Inc. reported participants fell from 639 in the plan year 2022 filing to 564 in the plan year 2023 filing.
  • Retirement Income Plan for Employees of Ugi Utilities, Inc. end-of-year assets rose from $484M in the plan year 2022 filing to $514M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 231174060 · Ugi Utilities, Inc. PY 2023 · Defined Benefit (Pension)

Retirement Income Plan for Employees of Ugi Utilities, Inc. · $514M · 564 · 97th

  • EBSA $514M
  • EBSA 564
  • EBSA 97th
  • EBSA Defined Benefit (Pension)
  • EBSA near Elevance Health Cash Balance Plan B
  • EBSA ind #593

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 Pennsylvania →

Retirement Income Plan for Employees of Ugi Utilities, Inc. in the asset neighbourhood

Alaska Teamster-Employer Pension TrustAlaska Teamster-Employer Pen…$516MMidamerican Energy Company Retirement PlanMidamerican Energy Company R…$516MLifespan Corporation Retirement PlanLifespan Corporation Retirem…$515MElevance Health Cash Balance Plan BElevance Health Cash Balance…$515MRetirement Income Plan for Employees of Ugi Utilities, Inc.Retirement Income Plan for E…$514M
End-of-year total assets ($M) among Retirement Income Plan for Employees of Ugi Utilities, Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$484M
Net Assets (End of Year)$514M
Net Income$31M
Employer EIN231174060
Plan Effective Date1954-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ugi Utilities, Inc.)

Sponsor-wide plan assets over time

All Ugi Utilities, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.1B 18.185015892820623% vs 2022
2024 filing year
$0.9B$1B$1.1B$1.2B 202220232024 $0.96B $1.13B ▲ +17.7%
Year Plans Participants Total Assets
2022 2 2,999 $960M
2023 2 2,892 $1.1B
2024 2 3,258 $1.1B

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Retirement Income Plan for Employees of Ugi Utilities, Inc. vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Retirement Income Plan for Employees of Ugi Utilities, Inc., Total assets ($B): 0.514135418 · Participants: 564Retirement Income Plan for Employees of Ugi Utilities, Inc.National Elevator Industry Pension Plan, Total assets ($B): 11.224377797 · Participants: 27434National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 6.602912146 · Participants: 47052Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.63715 · Participants: 63680The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.323012123 · Participants: 5080Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.257223708 · Participants: 7374The Bank of New York Mellon Corporation Pension Plan
Retirement Income Plan for Employees of Ugi Utilities, Inc. vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Retirement Income Plan for Employees of Ugi Utilities, Inc. side-by-side with 3 peers →

Retirement Income Plan for Employees of Ugi Utilities, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Elevance Health Cash Balance Plan B in IN ($515M); by covered participants it is Heat & Frost Insulators and Allied Workers Local 6 Pension Fund in MA (564 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($514M here).

Similar participant headcount

Nearest other-state filings by covered participants (564 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 Retirement Income Plan for Employees of Ugi Utilities, Inc. assets move in 2023? ▼
Retirement Income Plan for Employees of Ugi Utilities, Inc. grew at a solid clip - up 6.3% during 2023, from $484M to $514M. Reported net income was $31M.
How have Ugi Utilities, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ugi Utilities, Inc.'s sponsor-wide assets grew 18.2%, from $960M to $1.1B.
Where does Retirement Income Plan for Employees of Ugi Utilities, Inc. rank by assets among Form 5500 filers? ▼
Retirement Income Plan for Employees of Ugi Utilities, Inc. 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 Retirement Income Plan for Employees of Ugi Utilities, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Elevance Health Cash Balance Plan B in IN ($515M, 652 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Income Plan for Employees of Ugi Utilities, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Heat & Frost Insulators and Allied Workers Local 6 Pension Fund in MA (564 participants, $154M 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 231174060.

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.