401(k) · DOL Form 5500 · 2024

Essential Utilities, Inc. 401(k) Plan

Data updated 2026-08-25

$624M
Total assets Above avg plan size
3,270
Participants Above avg headcount
98th
Percentile by assets National rank
$190,760
Avg per participant Above avg balance/head
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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.

  • #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.

#608
in Utilities (732 peers)
+11.7%
assets growth YoY
6.3×
vs typical plan assets (national mean)

Essential Utilities, Inc. 401(k) Plan's outsized position by total assets

Essential Utilities, Inc. 401(k) Plan vs every filed plan by assets

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

$623,786,494 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

Essential Utilities, Inc. 401(k) 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. Essential Utilities, Inc. 401(k) Plan lands in the large band (3,270 participants).

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.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 231702594 · Essential Utilities, Inc. PY 2024 · 401(k)

Essential Utilities, Inc. 401(k) Plan · $624M · 3,270 · 98th

  • IND $624M
  • IND 3,270
  • IND 98th
  • IND 401(k)
  • IND near Jackson Lewis P.C. Retirement Savings Plan
  • IND ind #608

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 →

Essential Utilities, Inc. 401(k) Plan in the asset neighbourhood

Avnet 401(k) Plan$624MJackson Lewis P.C. Retirement Savings PlanJackson Lewis P.C. Retiremen…$624MEssential Utilities, Inc. 401(k) PlanEssential Utilities, Inc. 40…$624MFUTUREGUARD$623MHntb Retirement and Savings PlanHntb Retirement and Savings …$623M
End-of-year total assets ($M) among Essential Utilities, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$559M
Net Assets (End of Year)$623M
Net Income$65M
Employer EIN231702594
Plan Effective Date2003-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Essential Utilities, Inc.)

Sponsor-wide plan assets over time

All Essential Utilities, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$923M 7.829601814281283% vs 2022
2024 filing year
$800M$850M$900M$950M 202220232024 $856M $923M ▲ +7.8%
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 Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Essential Utilities, Inc. 401(k) Plan, Total assets ($B): 0.623786494 · Participants: 3270Essential Utilities, Inc. 401(k) 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
Essential Utilities, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Essential Utilities, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Jackson Lewis P.C. Retirement Savings Plan in NY ($624M); by covered participants it is Freedom Mortgage 401(k) Plan in NJ (3,270 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($624M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,270 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 Essential Utilities, Inc. 401(k) Plan assets move in 2024? ▼
Essential Utilities, Inc. 401(k) Plan grew at a solid clip - up 11.7% during 2024, from $559M to $624M. Reported net income was $65M.
How have Essential Utilities, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Essential Utilities, Inc.'s sponsor-wide assets grew 7.8%, from $856M to $923M.
Where does Essential Utilities, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Essential Utilities, Inc. 401(k) 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 Essential Utilities, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jackson Lewis P.C. Retirement Savings Plan in NY ($624M, 2,100 participants).
Which 401(k) plans cover a similar participant headcount to Essential Utilities, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Freedom Mortgage 401(k) Plan in NJ (3,270 participants, $200M 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 231702594.

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.