401(k) · DOL Form 5500 · 2024

Liberty Utilities Service Corp. 401(k) Plan

Data updated 2026-08-25

$443M
Total assets Above avg plan size
2,492
Participants Above avg headcount
97th
Percentile by assets National rank
$177,904
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Liberty Utilities National 401(k) Plan · Sponsored by Liberty Utilities Service Corp. · Arizona · Utilities

$443M in assets, 2,492 participants

Liberty Utilities Service Corp.'s Liberty Utilities National 401(k) Plan reported $443M in total assets and 2,492 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

  • #582 in Utilities (732 peers)

Coverage in Arizona

Liberty Utilities National 401(k) Plan covers 2,492 participants in Arizona, 4.4x the typical Arizona plan (state average ~564 per filing). Assets: $443M.

#582
in Utilities (732 peers)
+12.0%
assets growth YoY
4.4×
vs typical plan assets (national mean)

Liberty Utilities National 401(k) Plan's outsized position by total assets

Liberty Utilities National 401(k) Plan vs every filed plan by assets

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

$443,336,870 Top 3% higher than 97% 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

Liberty Utilities National 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. Liberty Utilities National 401(k) Plan lands in the large band (2,492 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Liberty Utilities National 401(k) Plan reported net income fell from $60M in the plan year 2023 filing to $47M in the plan year 2024 filing.
  • Liberty Utilities National 401(k) Plan end-of-year assets rose from $396M in the plan year 2023 filing to $443M in the plan year 2024 filing.
  • Liberty Utilities National 401(k) Plan reported participants rose from 2,460 in the plan year 2023 filing to 2,492 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 331224978 · Liberty Utilities Service Corp. PY 2024 · 401(k)

Liberty Utilities National 401(k) Plan · $443M · 2,492 · 97th

  • PCT $443M
  • PCT 2,492
  • PCT 97th
  • PCT 401(k)
  • PCT near California Iso Retirement Savings Benefits Plan
  • PCT ind #582

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 →

Liberty Utilities National 401(k) Plan in the asset neighbourhood

Airbus Americas, Inc. 401(k) Savings PlanAirbus Americas, Inc. 401(k)…$444MKennedy Krieger Institute Retirement Savings PlanKennedy Krieger Institute Re…$443MLiberty Utilities National 401(k) PlanLiberty Utilities National 4…$443MCalifornia Iso Retirement Savings Benefits PlanCalifornia Iso Retirement Sa…$443MShands Jacksonville Retirement PlanShands Jacksonville Retireme…$443M
End-of-year total assets ($M) among Liberty Utilities National 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Arizona filing particulars

Total Assets (Beginning of Year)$396M
Net Assets (End of Year)$442M
Net Income$47M
Employer EIN331224978
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Liberty Utilities Service Corp.)

Sponsor-wide plan assets over time

All Liberty Utilities Service Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$443M 32.11195021727673% vs 2022
2024 filing year
$300M$350M$400M$450M$500M 202220232024 $336M $443M ▲ +32.1%
Year Plans Participants Total Assets
2022 1 2,210 $336M
2023 1 2,460 $396M
2024 1 2,492 $443M

Nearby 401(k) Plans in Arizona

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

Liberty Utilities National 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 02468 Total assets ($B) Participants Liberty Utilities National 401(k) Plan, Total assets ($B): 0.44333687 · Participants: 2492Liberty Utilities National 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Liberty Utilities National 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Liberty Utilities National 401(k) Plan side-by-side with 3 peers →

Liberty Utilities National 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is California Iso Retirement Savings Benefits Plan in CA ($443M); by covered participants it is Gordon Rees Scully Mansukhani, LLP 401(k) Retirement Plan in CA (2,492 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($443M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,492 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 Liberty Utilities National 401(k) Plan assets move in 2024? ▼
Liberty Utilities National 401(k) Plan grew at a solid clip - up 12.0% during 2024, from $396M to $443M. Reported net income was $47M.
How have Liberty Utilities Service Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Liberty Utilities Service Corp.'s sponsor-wide assets grew 32.1%, from $336M to $443M.
Where does Liberty Utilities National 401(k) Plan rank by assets among Form 5500 filers? ▼
Liberty Utilities National 401(k) Plan ranks in the 97th 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 Liberty Utilities National 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is California Iso Retirement Savings Benefits Plan in CA ($443M, 717 participants).
Which 401(k) plans cover a similar participant headcount to Liberty Utilities National 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gordon Rees Scully Mansukhani, LLP 401(k) Retirement Plan in CA (2,492 participants, $450M 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 331224978.

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.