Defined Benefit (Pension) · DOL Form 5500 · 2023
Tucson Electric Power Company Pension Plan
Data updated 2026-08-25
- $179M
- Total assets Near avg plan size
- 919
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $194,564
- Avg per participant Above avg balance/head
Official DOL plan name: Tucson Electric Power Company Pension Trust Plan for Employees Represented by I.B.E.W Local 1116 · Sponsored by Tucson Electric Power Company · Arizona · Utilities
$179M in assets, 919 participants
Tucson Electric Power Company's Tucson Electric Power Company Pension Trust Plan for Employees Represented by I.B.E.W Local 1116 reported $179M in total assets and 919 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.
- #503 in Utilities (721 peers)
Utilities sector rank
Within Utilities, Tucson Electric Power Company Pension Trust Plan for Employees Represented by I.B.E.W Local 1116 ranks #503 of 721 2023 filers by assets (300% of the sector average)-$179M for 919 participants.
- #503
- in Utilities (721 peers)
- +7.2%
- assets growth YoY
- 1.8×
- vs typical plan assets (national mean)
Tucson Electric Power Company Pension Trust Plan for Employees Represented by I.B.E.W Local 1116's outsized position by total assets
Tucson Electric Power Company Pension Trust Plan for Employees Represented by I.B.E.W Local 1116 vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$178,804,157 Top 6% higher than 94% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Tucson Electric Power Company Pension Trust Plan for Employees Represented by I.B.E.W Local 1116 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. Tucson Electric Power Company Pension Trust Plan for Employees Represented by I.B.E.W Local 1116 sits mid-pack in the medium band (919 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Tucson Electric Power Company Pension Trust Plan for Employees Represented by I.B.E.W Local 1116 reported net income rose from -$68M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Tucson Electric Power Company Pension Trust Plan for Employees Represented by I.B.E.W Local 1116 end-of-year assets rose from $167M in the plan year 2022 filing to $179M in the plan year 2023 filing.
- Tucson Electric Power Company Pension Trust Plan for Employees Represented by I.B.E.W Local 1116 reported participants fell from 968 in the plan year 2022 filing to 919 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 860062700 · Tucson Electric Power Company PY 2023 · Defined Benefit (Pension)
Tucson Electric Power Company Pension Trust Plan for Employees Represented by I.B.E.W Local 1116 · $179M · 919 · 94th
- EOY $179M
- EOY 919
- EOY 94th
- EOY Defined Benefit (Pension)
- EOY near Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust
- EOY ind #503
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 →
Tucson Electric Power Company Pension Trust Plan for Employees Represented by I.B.E.W Local 1116 in the asset neighbourhood
Utilities filing particulars
| Total Assets (Beginning of Year) | $167M |
|---|---|
| Net Assets (End of Year) | $179M |
| Net Income | $12M |
| Employer EIN | 860062700 |
| Plan Effective Date | 1955-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tucson Electric Power Company)
Sponsor-wide plan assets over time
All Tucson Electric Power Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.0B 25.378954054013242% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 4,087 | $800M |
| 2023 | 4 | 3,999 | $926M |
| 2024 | 4 | 4,149 | $1.0B |
Nearby Defined Benefit (Pension) Plans in Arizona
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Pinnacle West Capital Corporation Retirement Plan $3.3B · 5,824
- Salt River Project Employees' Retirement Plan $2.8B · 4,790
- Freeport Minerals Corporation Retirement Plan $1.4B · 2,597
- Desert States Employers & Ufcw Unions Pension Plan $1.0B · 19,139
- Avnet Pension Plan $501M · 2,483
Tucson Electric Power Company Pension Trust Plan for Employees Represented by I.B.E.W Local 1116's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Arizona, the nearest Defined Benefit (Pension) by assets is Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust in CA ($179M); by covered participants it is Mcasf Local 725 Pension Plan in FL (920 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($179M here).
- Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust (CA) $179M · 3,531
- Pension Plan for Salaried Employees of Stater Bros. Markets (CA) $179M · 832
- Glen Raven, Inc. Pension Plan (NC) $179M · 1,479
- Southern Ironworkers Pension Fund (PA) $179M · 905
Similar participant headcount
Nearest other-state filings by covered participants (919 participants); asset peers above are excluded.
- Mcasf Local 725 Pension Plan (FL) 920 · 1 off
- Cooper Tire & Rubber Company Spectrum Retirement Plan (OH) 923 · 4 off
- Baptist Health System Retirement Plan (FL) 923 · 4 off
- Aera Energy Services Company Cash Balance Plan (CA) 915 · 4 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.