401(k) · DOL Form 5500 · 2024
Essential Utilities, Inc. 401(k) Plan
Data updated 2026-08-11
- $624M
- Total assets
- 3,270
- Participants
- 98th
- Percentile by assets
- $190,760
- Avg per participant
Official DOL plan name: Essential Utilities, Inc. 401(k) Plan · Sponsored by Essential Utilities, Inc. · Pennsylvania · Utilities
$624M in assets, 3,270 participants
Essential Utilities, Inc.'s Essential Utilities, Inc. 401(k) Plan reported $624M in total assets and 3,270 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.
- 98th percentile by assets (of 123,622 plans)
- #608 in Utilities (732 peers)
Coverage in Pennsylvania
Essential Utilities, Inc. 401(k) Plan covers 3,270 participants in Pennsylvania, 4.0x the typical Pennsylvania plan (state average ~822 per filing). Assets: $624M.
- $624M
- total plan assets (2024 EOY)
- 3,270
- covered participants
- 98th
- percentile by assets (of 123,622 plans)
- $190,760
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Essential Utilities, Inc. 401(k) Plan reported net income rose from $55M in the plan year 2023 filing to $65M in the plan year 2024 filing.
- Essential Utilities, Inc. 401(k) Plan end-of-year assets rose from $559M in the plan year 2023 filing to $624M in the plan year 2024 filing.
- Essential Utilities, Inc. 401(k) Plan reported participants rose from 3,124 in the plan year 2023 filing to 3,270 in the plan year 2024 filing.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Essential Utilities, Inc. 401(k) Plan reports 3,270 participants - 4.0x that state average ($624M EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $559M |
|---|---|
| Net Assets (End of Year) | $623M |
| Net Income | $65M |
| Employer EIN | 231702594 |
| Plan Effective Date | 2003-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Essential Utilities, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,324 | $856M |
| 2023 | 2 | 3,703 | $880M |
| 2024 | 2 | 3,778 | $923M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Essential Utilities, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Essential Utilities, Inc. 401(k) Plan by total assets, not by location.
- Jackson Lewis P.C. Retirement Savings Plan (NY) $624M · 2,100
- FUTUREGUARD (MI) $623M · 4,247
- Avnet 401(k) Plan (AZ) $624M · 3,029
- Hntb Retirement and Savings Plan (MO) $623M · 6,335
Frequently Asked Questions
How did Essential Utilities, Inc. 401(k) Plan assets move in 2024? ▼
How have Essential Utilities, Inc. plan assets changed over time? ▼
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Next read for Essential Utilities, Inc. 401(k) Plan
Filing takeaways
Ways to act on Essential Utilities, Inc. 401(k) Plan's numbers.
- By total assets, Essential Utilities, Inc. 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
- Essential Utilities, Inc.'s sponsor-wide assets have grown 7.8% since 2022 across 3 plan years on file. More Utilities plans