Defined Benefit (Pension) · DOL Form 5500 · 2024

Ugi Utilities, Inc. Pension Plan

Data updated 2026-08-25

$517M
Total assets Above avg plan size
508
Participants Below avg headcount
97th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: Retirement Income Plan for Employees of Ugi Utilities, Inc. · Sponsored by Ugi Utilities, Inc. · Pennsylvania · Utilities

$517M in assets, 508 participants

Ugi Utilities, Inc.'s Retirement Income Plan for Employees of Ugi Utilities, Inc. reported $517M in total assets and 508 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.

  • #593 in Utilities (732 peers)

Where Retirement Income Plan for Employees of Ugi Utilities, Inc. sits by assets

Retirement Income Plan for Employees of Ugi Utilities, Inc. sits in the top 5% of all filed plans by assets, $517M for 508 participants (~$1.0M/participant), up 0.5% in 2024.

#593
in Utilities (732 peers)
+0.5%
assets growth YoY
5.2×
vs typical plan assets (national mean)

Retirement Income Plan for Employees of Ugi Utilities, Inc.'s outsized position by total assets

Retirement Income Plan for Employees of Ugi Utilities, Inc. vs every filed plan by assets

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

$516,596,311 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

Retirement Income Plan for Employees of Ugi Utilities, Inc. 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. Retirement Income Plan for Employees of Ugi Utilities, Inc. sits mid-pack in the medium band (508 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Retirement Income Plan for Employees of Ugi Utilities, Inc. reported net income fell from $31M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Retirement Income Plan for Employees of Ugi Utilities, Inc. reported participants fell from 564 in the plan year 2023 filing to 508 in the plan year 2024 filing.
  • Retirement Income Plan for Employees of Ugi Utilities, Inc. end-of-year assets rose from $514M in the plan year 2023 filing to $517M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 231174060 · Ugi Utilities, Inc. PY 2024 · Defined Benefit (Pension)

Retirement Income Plan for Employees of Ugi Utilities, Inc. · $517M · 508 · 97th

  • 5500 $517M
  • 5500 508
  • 5500 97th
  • 5500 Defined Benefit (Pension)
  • 5500 near San Diego County Construction Laborers' Pension Trust Fund
  • 5500 ind #593

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 →

Retirement Income Plan for Employees of Ugi Utilities, Inc. in the asset neighbourhood

Heidelberg Materials US Pension PlanHeidelberg Materials US Pens…$519MKinder Morgan Retirement Plan BKinder Morgan Retirement Pla…$518MRetirement Income Plan for Employees of Ugi Utilities, Inc.Retirement Income Plan for E…$517MSan Diego County Construction Laborers' Pension Trust FundSan Diego County Constructio…$516MArdagh North America Retirement Income PlanArdagh North America Retirem…$516M
End-of-year total assets ($M) among Retirement Income Plan for Employees of Ugi Utilities, Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$514M
Net Assets (End of Year)$516M
Net Income$2M
Employer EIN231174060
Plan Effective Date1954-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ugi Utilities, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$1.1B 18.185015892820623% vs 2022
2024 filing year
$0.9B$1B$1.1B$1.2B 202220232024 $0.96B $1.13B ▲ +17.7%
Year Plans Participants Total Assets
2022 2 2,999 $960M
2023 2 2,892 $1.1B
2024 2 3,258 $1.1B

Nearby Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Income Plan for Employees of Ugi Utilities, Inc. vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Retirement Income Plan for Employees of Ugi Utilities, Inc., Total assets ($B): 0.516596311 · Participants: 508Retirement Income Plan for Employees of Ugi Utilities, Inc.National Elevator Industry Pension Plan, Total assets ($B): 12.213235301 · Participants: 28308National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 7.234971663 · Participants: 46110Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.528998 · Participants: 58779The PNC Financial Services Group, Inc. Pension PlanThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.178651926 · Participants: 6387The Bank of New York Mellon Corporation Pension PlanConstellation Retirement Program, Total assets ($B): 5.003720253 · Participants: 4809Constellation Retirement Program
Retirement Income Plan for Employees of Ugi Utilities, Inc. vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Retirement Income Plan for Employees of Ugi Utilities, Inc. side-by-side with 3 peers →

Retirement Income Plan for Employees of Ugi Utilities, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is San Diego County Construction Laborers' Pension Trust Fund in CA ($516M); by covered participants it is Ericsson US Pension Plan in TX (508 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($517M here).

Similar participant headcount

Nearest other-state filings by covered participants (508 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 Retirement Income Plan for Employees of Ugi Utilities, Inc. assets move in 2024? ▼
Retirement Income Plan for Employees of Ugi Utilities, Inc. held essentially flat - up 0.5% during 2024, from $514M to $517M. Reported net income was $2M.
How have Ugi Utilities, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ugi Utilities, Inc.'s sponsor-wide assets grew 18.2%, from $960M to $1.1B.
Where does Retirement Income Plan for Employees of Ugi Utilities, Inc. rank by assets among Form 5500 filers? ▼
Retirement Income Plan for Employees of Ugi Utilities, Inc. 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 Defined Benefit (Pension) plans are similar in size to Retirement Income Plan for Employees of Ugi Utilities, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is San Diego County Construction Laborers' Pension Trust Fund in CA ($516M, 3,359 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Income Plan for Employees of Ugi Utilities, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ericsson US Pension Plan in TX (508 participants, $526M 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 231174060.

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.