Defined Benefit (Pension) · DOL Form 5500 · 2024
Liberty Utilities Co. Pension Plan
Data updated 2026-08-25
- $74M
- Total assets Below avg plan size
- 1,704
- Participants Near avg headcount
- 88th
- Percentile by assets National rank
- $43,597
- Avg per participant Low balance/head
Official DOL plan name: Liberty Utilities Cash Balance Pension Plan · Sponsored by Liberty Utilities Co. · Arizona · Utilities
$74M in assets, 1,704 participants
Liberty Utilities Co.'s Liberty Utilities Cash Balance Pension Plan reported $74M in total assets and 1,704 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- #417 in Utilities (732 peers)
Coverage in Arizona
Liberty Utilities Cash Balance Pension Plan covers 1,704 participants in Arizona, 3.0x the typical Arizona plan (state average ~564 per filing). Assets: $74M.
- #417
- in Utilities (732 peers)
- +14.7%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Liberty Utilities Cash Balance Pension Plan's outsized position by total assets
Liberty Utilities Cash Balance Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$74,288,851 Top 12% higher than 88% 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
Liberty Utilities Cash Balance Pension 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 Cash Balance Pension Plan lands in the large band (1,704 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Liberty Utilities Cash Balance Pension Plan end-of-year assets rose from $65M in the plan year 2023 filing to $74M in the plan year 2024 filing.
- Liberty Utilities Cash Balance Pension Plan reported net income fell from $11M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Liberty Utilities Cash Balance Pension Plan reported participants rose from 1,533 in the plan year 2023 filing to 1,704 in the plan year 2024 filing.
DOL schedule card
Filing strip 274444001 · Liberty Utilities Co. PY 2024 · Defined Benefit (Pension)
Liberty Utilities Cash Balance Pension Plan · $74M · 1,704 · 88th
- PART $74M
- TYPE 1,704
- NET 88th
- BOOK Defined Benefit (Pension)
- VS-ST near Afton Chemical Corporation Pension Plan for Employees Represented by United Food & Commercial Workers International Union/Icwu Loc871c
- BOY ind #417
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 Cash Balance Pension Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $65M |
|---|---|
| Net Assets (End of Year) | $74M |
| Net Income | $9M |
| Employer EIN | 274444001 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Liberty Utilities Co.)
Sponsor-wide plan assets over time
All Liberty Utilities Co. plans reported in each filing year
- Latest sponsor-wide plan assets
- $480M 15.789819067595099% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,070 | $414M |
| 2023 | 2 | 2,151 | $458M |
| 2024 | 2 | 2,282 | $480M |
Nearby Defined Benefit (Pension) Plans in Arizona
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Pinnacle West Capital Corporation Retirement Plan $3.1B · 6,044
- Salt River Project Employees' Retirement Plan $2.9B · 4,989
- Desert States Employers & Ufcw Unions Pension Plan $1.0B · 24,099
- Avnet Pension Plan $472M · 2,732
- Arizona Pipe Trades Pension Plan $419M · 2,281
Liberty Utilities Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Arizona, the nearest Defined Benefit (Pension) by assets is Afton Chemical Corporation Pension Plan for Employees Represented by United Food & Commercial Workers International Union/Icwu Loc871c in VA ($74M); by covered participants it is United States Cold Storage, Inc. Pension Plan in NJ (1,702 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($74M here).
- Afton Chemical Corporation Pension Plan for Employees Represented by United Food & Commercial Workers International Union/Icwu Loc871c (VA) $74M · 155
- Pension Plan of the Employers-Shopmen's Local 516 Pension Trust (OR) $74M · 575
- Plumbers & Pipefitters Local 152 Pension Tr Fund (WV) $74M · 280
- Dr Pepper Snapple Group, Inc. Personal Pension Account Plan (TX) $74M · 297
Similar participant headcount
Nearest other-state filings by covered participants (1,704 participants); asset peers above are excluded.
- United States Cold Storage, Inc. Pension Plan (NJ) 1,702 · 2 off
- St. Clair Hospital Retirement Plan (PA) 1,700 · 4 off
- Diageo North America, Inc. Cash Balance Pension Plan (NY) 1,700 · 4 off
- Kone Inc. Employees' Retirement Plan (IL) 1,709 · 5 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.