Defined Benefit (Pension) · DOL Form 5500 · 2023

Aquarion Company Pension Plan

Data updated 2026-08-25

$150M
Total assets Near avg plan size
136
Participants Small participant base
94th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan for Employees of Aquarion Company · Sponsored by Aquarion Company · Connecticut · Utilities

$150M in assets, 136 participants

Aquarion Company's Retirement Plan for Employees of Aquarion Company reported $150M in total assets and 136 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #484 in Utilities (721 peers)

Coverage in Connecticut

Retirement Plan for Employees of Aquarion Company covers 136 participants in Connecticut, about 19% of the average Connecticut filer (state average ~718 per filing). Assets: $150M.

#484
in Utilities (721 peers)
+5.8%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Retirement Plan for Employees of Aquarion Company's outsized position by total assets

Retirement Plan for Employees of Aquarion Company vs every filed plan by assets

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

$150,027,498 Top 6% higher than 94% 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 Plan for Employees of Aquarion Company 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 Plan for Employees of Aquarion Company sits mid-pack in the medium band (136 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan for Employees of Aquarion Company reported net income rose from -$24M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Retirement Plan for Employees of Aquarion Company reported participants fell from 152 in the plan year 2022 filing to 136 in the plan year 2023 filing.
  • Retirement Plan for Employees of Aquarion Company end-of-year assets rose from $142M in the plan year 2022 filing to $150M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 060852232 · Aquarion Company PY 2023 · Defined Benefit (Pension)

Retirement Plan for Employees of Aquarion Company · $150M · 136 · 94th

  • IND $150M
  • EOY 136
  • 5500 94th
  • ASSETS Defined Benefit (Pension)
  • PCT near The Goco Pension Plan
  • EIN ind #484

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 Connecticut →

Retirement Plan for Employees of Aquarion Company in the asset neighbourhood

Cablevision Cash Balance Pension PlanCablevision Cash Balance Pen…$150MRetirement Plan for Employees of Aquarion CompanyRetirement Plan for Employee…$150MThe Goco Pension Plan$150MU. a. Local No. 343 Defined Benefit PlanU. a. Local No. 343 Defined …$150MChromalloy Group Pension Plan$150M
End-of-year total assets ($M) among Retirement Plan for Employees of Aquarion Company and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$142M
Net Assets (End of Year)$150M
Net Income$8M
Employer EIN060852232
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aquarion Company)

Sponsor-wide plan assets over time

All Aquarion Company plans reported in each filing year

Latest sponsor-wide plan assets
$259M 14.702281161771813% vs 2022
2024 filing year
$220M$230M$240M$250M$260M$270M 202220232024 $226M $259M ▲ +14.7%
Year Plans Participants Total Assets
2022 2 502 $226M
2023 2 508 $246M
2024 2 495 $259M

Nearby Defined Benefit (Pension) Plans in Connecticut

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

Retirement Plan for Employees of Aquarion Company vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Retirement Plan for Employees of Aquarion Company, Total assets ($B): 0.150027498 · Participants: 136Retirement Plan for Employees of Aquarion CompanyRtx Consolidated Pension Plan, Total assets ($B): 43.752088232 · Participants: 23823Rtx Consolidated Pension PlanThe Citigroup Pension Plan, Total assets ($B): 10.610367002 · Participants: 17283The Citigroup Pension PlanEversource Pension Plan, Total assets ($B): 5.8761342 · Participants: 3717Eversource Pension PlanRetirement Plan for Employees of Aetna Inc., Total assets ($B): 5.40003759 · Participants: 10546Retirement Plan for Employees of Aetna Inc.The Hartford Retirement Plan for U.S. Employees, Total assets ($B): 3.580099386 · Participants: 7529The Hartford Retirement Plan for U.S. Employees
Retirement Plan for Employees of Aquarion Company vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants
Compare Retirement Plan for Employees of Aquarion Company side-by-side with 3 peers →

Retirement Plan for Employees of Aquarion Company's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Connecticut, the nearest Defined Benefit (Pension) by assets is The Goco Pension Plan in MO ($150M); by covered participants it is Laborers District Council of Virginia Pension Trust Fund in VA (136 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($150M here).

Similar participant headcount

Nearest other-state filings by covered participants (136 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 Plan for Employees of Aquarion Company assets move in 2023? ▼
Retirement Plan for Employees of Aquarion Company grew at a solid clip - up 5.8% during 2023, from $142M to $150M. Reported net income was $8M.
How have Aquarion Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aquarion Company's sponsor-wide assets grew 14.7%, from $226M to $259M.
Where does Retirement Plan for Employees of Aquarion Company rank by assets among Form 5500 filers? ▼
Retirement Plan for Employees of Aquarion Company ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of Aquarion Company? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Goco Pension Plan in MO ($150M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of Aquarion Company? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Laborers District Council of Virginia Pension Trust Fund in VA (136 participants, $24M 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 060852232.

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.