401(k) · DOL Form 5500 · 2024

Ugi Utilities, Inc. 401(k) Plan

Data updated 2026-08-25

$618M
Total assets Above avg plan size
2,750
Participants Above avg headcount
98th
Percentile by assets National rank
$224,585
Avg per participant Above avg balance/head
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Official DOL plan name: Ugi Utilities, Inc. Savings Plan · Sponsored by Ugi Utilities, Inc. · Pennsylvania · Utilities

$618M in assets, 2,750 participants

Ugi Utilities, Inc.'s Ugi Utilities, Inc. Savings Plan reported $618M in total assets and 2,750 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

  • #606 in Utilities (732 peers)

Coverage in Pennsylvania

Ugi Utilities, Inc. Savings Plan covers 2,750 participants in Pennsylvania, 3.3x the typical Pennsylvania plan (state average ~822 per filing). Assets: $618M.

#606
in Utilities (732 peers)
+11.9%
assets growth YoY
6.2×
vs typical plan assets (national mean)

Ugi Utilities, Inc. Savings Plan's outsized position by total assets

Ugi Utilities, Inc. Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$617,609,302 Top 2% higher than 98% of 123,620 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 2024

Ugi Utilities, Inc. Savings Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ugi Utilities, Inc. Savings Plan lands in the large band (2,750 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ugi Utilities, Inc. Savings Plan reported participants rose from 2,328 in the plan year 2023 filing to 2,750 in the plan year 2024 filing.
  • Ugi Utilities, Inc. Savings Plan reported net income fell from $76M in the plan year 2023 filing to $64M in the plan year 2024 filing.
  • Ugi Utilities, Inc. Savings Plan end-of-year assets rose from $552M in the plan year 2023 filing to $618M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 231174060 · Ugi Utilities, Inc. PY 2024 · 401(k)

Ugi Utilities, Inc. Savings Plan · $618M · 2,750 · 98th

  • TYPE $618M
  • NET 2,750
  • BOOK 98th
  • VS-ST 401(k)
  • BOY near A O Smith Retirement Security Plan
  • SCH ind #606

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 →

Ugi Utilities, Inc. Savings Plan in the asset neighbourhood

Epicor Software 401(k) Savings PlanEpicor Software 401(k) Savin…$619MChildren's of Alabama 401(k) PlanChildren's of Alabama 401(k)…$618MA O Smith Retirement Security PlanA O Smith Retirement Securit…$618MUgi Utilities, Inc. Savings PlanUgi Utilities, Inc. Savings …$618MSogeti USA 401(k) Profit Sharing PlanSogeti USA 401(k) Profit Sha…$617M
End-of-year total assets ($M) among Ugi Utilities, Inc. Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$552M
Net Assets (End of Year)$618M
Net Income$64M
Employer EIN231174060
Plan Effective Date1985-01-01
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 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Ugi Utilities, Inc. Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Ugi Utilities, Inc. Savings Plan, Total assets ($B): 0.617609302 · Participants: 2750Ugi Utilities, Inc. Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Ugi Utilities, Inc. Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Ugi Utilities, Inc. Savings Plan side-by-side with 3 peers →

Ugi Utilities, Inc. Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is A O Smith Retirement Security Plan in WI ($618M); by covered participants it is Big 5 Sporting Goods Savings and Profit Sharing Plan in CA (2,752 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($618M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,750 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ugi Utilities, Inc. Savings Plan assets move in 2024? ▼
Ugi Utilities, Inc. Savings Plan grew at a solid clip - up 11.9% during 2024, from $552M to $618M. Reported net income was $64M.
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 Ugi Utilities, Inc. Savings Plan rank by assets among Form 5500 filers? ▼
Ugi Utilities, Inc. Savings Plan ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Ugi Utilities, Inc. Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is A O Smith Retirement Security Plan in WI ($618M, 4,837 participants).
Which 401(k) plans cover a similar participant headcount to Ugi Utilities, Inc. Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Big 5 Sporting Goods Savings and Profit Sharing Plan in CA (2,752 participants, $141M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.