Defined Benefit (Pension) · DOL Form 5500 · 2024

Liberty Utilities Co. Pension Plan

Data updated 2026-08-25

$405M
Total assets Above avg plan size
578
Participants Below avg headcount
97th
Percentile by assets National rank
$701,264
Avg per participant High balance/head
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Official DOL plan name: Liberty Utilities Defined Benefit Pension Plan · Sponsored by Liberty Utilities Co. · Arizona · Utilities

$405M in assets, 578 participants

Liberty Utilities Co.'s Liberty Utilities Defined Benefit Pension Plan reported $405M in total assets and 578 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.

  • #575 in Utilities (732 peers)

Where Liberty Utilities Defined Benefit Pension Plan sits by assets

Liberty Utilities Defined Benefit Pension Plan sits in the top 5% of all filed plans by assets, $405M for 578 participants (~$701,264/participant), up 3.2% in 2024.

#575
in Utilities (732 peers)
+3.2%
assets growth YoY
4.1×
vs typical plan assets (national mean)

Liberty Utilities Defined Benefit Pension Plan's outsized position by total assets

Liberty Utilities Defined Benefit Pension Plan vs every filed plan by assets

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

$405,330,549 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 Defined Benefit Pension Plan 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. Liberty Utilities Defined Benefit Pension Plan sits mid-pack in the medium band (578 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Liberty Utilities Defined Benefit Pension Plan reported net income fell from $32M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Liberty Utilities Defined Benefit Pension Plan reported participants fell from 618 in the plan year 2023 filing to 578 in the plan year 2024 filing.
  • Liberty Utilities Defined Benefit Pension Plan end-of-year assets rose from $393M in the plan year 2023 filing to $405M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 274444001 · Liberty Utilities Co. PY 2024 · Defined Benefit (Pension)

Liberty Utilities Defined Benefit Pension Plan · $405M · 578 · 97th

  • EBSA $405M
  • PART 578
  • TYPE 97th
  • NET Defined Benefit (Pension)
  • BOOK near Abx Air, Inc Pilots Minimum Monthly Retirement Income Plan
  • VS-ST ind #575

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 Defined Benefit Pension Plan in the asset neighbourhood

Retirement Plan for Employees of S.C. Johnson & SoRetirement Plan for Employee…$407MSheet Metal Workers' Local 10 Pension FundSheet Metal Workers' Local 1…$406MRetirement Plan for Union Represented EmployeesRetirement Plan for Union Re…$406MAbx Air, Inc Pilots Minimum Monthly Retirement Income PlanAbx Air, Inc Pilots Minimum …$406MLiberty Utilities Defined Benefit Pension PlanLiberty Utilities Defined Be…$405M
End-of-year total assets ($M) among Liberty Utilities Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$393M
Net Assets (End of Year)$405M
Net Income$12M
Employer EIN274444001
Plan Effective Date2012-07-03
Filing StatusFILING 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
$400M$420M$440M$460M$480M$500M 202220232024 $414M $480M ▲ +15.8%
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.

Liberty Utilities Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 01234 Total assets ($B) Participants Liberty Utilities Defined Benefit Pension Plan, Total assets ($B): 0.405330549 · Participants: 578Liberty Utilities Defined Benefit Pension PlanPinnacle West Capital Corporation Retirement Plan, Total assets ($B): 3.099073138 · Participants: 6044Pinnacle West Capital Corporation Retirement PlanSalt River Project Employees' Retirement Plan, Total assets ($B): 2.908519301 · Participants: 4989Salt River Project Employees' Retirement PlanDesert States Employers & Ufcw Unions Pension Plan, Total assets ($B): 1.037847285 · Participants: 24099Desert States Employers & Ufcw Unions Pension PlanAvnet Pension Plan, Total assets ($B): 0.472409413 · Participants: 2732Avnet Pension PlanArizona Pipe Trades Pension Plan, Total assets ($B): 0.418546411 · Participants: 2281Arizona Pipe Trades Pension Plan
Liberty Utilities Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
Compare Liberty Utilities Defined Benefit Pension Plan side-by-side with 3 peers →

Liberty Utilities Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Arizona, the nearest Defined Benefit (Pension) by assets is Abx Air, Inc Pilots Minimum Monthly Retirement Income Plan in OH ($406M); by covered participants it is The Dun & Bradstreet Corporation Retirement Account in FL (578 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (578 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 Defined Benefit Pension Plan assets move in 2024? ▼
Liberty Utilities Defined Benefit Pension Plan edged up modestly - up 3.2% during 2024, from $393M to $405M. Reported net income was $12M.
How have Liberty Utilities Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Liberty Utilities Co.'s sponsor-wide assets grew 15.8%, from $414M to $480M.
Where does Liberty Utilities Defined Benefit Pension Plan rank by assets among Form 5500 filers? ▼
Liberty Utilities Defined Benefit Pension 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 Defined Benefit (Pension) plans are similar in size to Liberty Utilities Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Abx Air, Inc Pilots Minimum Monthly Retirement Income Plan in OH ($406M, 108 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Liberty Utilities Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Dun & Bradstreet Corporation Retirement Account in FL (578 participants, $1.0B 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 274444001.

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.