401(k) · DOL Form 5500 · 2024
Unitil Corporation 401(k) Plan
Data updated 2026-08-25
- $156M
- Total assets Near avg plan size
- 521
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $299,870
- Avg per participant High balance/head
Official DOL plan name: Unitil Corporation Tax Deferred Savings and Investment Plan · Sponsored by Unitil Corporation · New Hampshire · Utilities
$156M in assets, 521 participants
Unitil Corporation's Unitil Corporation Tax Deferred Savings and Investment Plan reported $156M in total assets and 521 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #491 in Utilities (732 peers)
Utilities sector rank
Within Utilities, Unitil Corporation Tax Deferred Savings and Investment Plan ranks #491 of 732 2024 filers by assets (344% of the sector average)-$156M for 521 participants.
- #491
- in Utilities (732 peers)
- +12.9%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
Unitil Corporation Tax Deferred Savings and Investment Plan's outsized position by total assets
Unitil Corporation Tax Deferred Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$156,232,052 Top 7% higher than 93% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Unitil Corporation Tax Deferred Savings and Investment Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Unitil Corporation Tax Deferred Savings and Investment Plan sits mid-pack in the medium band (521 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Unitil Corporation Tax Deferred Savings and Investment Plan end-of-year assets rose from $138M in the plan year 2023 filing to $156M in the plan year 2024 filing.
- Unitil Corporation Tax Deferred Savings and Investment Plan reported participants rose from 491 in the plan year 2023 filing to 521 in the plan year 2024 filing.
- Unitil Corporation Tax Deferred Savings and Investment Plan reported net income fell from $18M in the plan year 2023 filing to $18M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 020381573 · Unitil Corporation PY 2024 · 401(k)
Unitil Corporation Tax Deferred Savings and Investment Plan · $156M · 521 · 93rd
- EBSA $156M
- PART 521
- TYPE 93rd
- NET 401(k)
- BOOK near Baupost Group Savings Retirement Plan
- VS-ST ind #491
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 New Hampshire →
Unitil Corporation Tax Deferred Savings and Investment Plan in the asset neighbourhood
Utilities filing particulars
| Total Assets (Beginning of Year) | $138M |
|---|---|
| Net Assets (End of Year) | $156M |
| Net Income | $18M |
| Employer EIN | 020381573 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Unitil Corporation)
Sponsor-wide plan assets over time
All Unitil Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $156M 30.16542906433465% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 495 | $120M |
| 2023 | 1 | 491 | $138M |
| 2024 | 1 | 521 | $156M |
Nearby 401(k) Plans in New Hampshire
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- C&s and Affiliates 401(k) Savings Plan (a) $671M · 11,041
- Ams Osram Savings Plan $487M · 961
- Albany International Corp. Prosperity Plus Savings Plan $481M · 1,909
- Connection Employee 401(k) and Profit Sharing Plan $439M · 2,733
- Coca Cola Beverages Northeast, Inc. Incentive Savings Plan $400M · 2,821
Unitil Corporation Tax Deferred Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside New Hampshire, the nearest 401(k) by assets is Baupost Group Savings Retirement Plan in MA ($156M); by covered participants it is Texas Bank and Trust Company Employee Ps Plan and Trust in TX (521 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($156M here).
- Baupost Group Savings Retirement Plan (MA) $156M · 266
- Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Plan (OR) $156M · 309
- Members 1st Federal Credit Union 401(k) Savings Plan (PA) $156M · 1,227
- Cohen & Steers Capital Management, Inc. 401(k) Employee Savings & Profit Sharing Plan (NY) $156M · 358
Similar participant headcount
Nearest other-state filings by covered participants (521 participants); asset peers above are excluded.
- Texas Bank and Trust Company Employee Ps Plan and Trust (TX) 521 · 0 off
- Dipasqua Teams, LLC Savings Plan (FL) 521 · 0 off
- Kolter Hospitality 401(k) Plan (FL) 521 · 0 off
- Mcconnell Golf 401(k) Profit Sharing Plan (NC) 521 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.