Defined Benefit (Pension) · DOL Form 5500 · 2024

Liberty Utilities Co. Pension Plan

Data updated 2026-07-24

$405M
Total assets: 578
Participants: 97th
Percentile by assets: $701,264
Avg per participant

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.

97th percentile by assets (of 116,472 plans)

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.

$405M
total plan assets (2024 EOY): 578
covered participants: 97th
percentile by assets (of 116,472 plans): $701,264
avg assets per participant

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 →

State

Arizona

Industry

Utilities

Liberty Utilities Defined Benefit Pension Plan vs the 2024 asset distribution

By assets, Liberty Utilities Defined Benefit Pension Plan outranks 97% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 4.1x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$393M
Net Assets (End of Year)	$405M
Net Income	$12M
Employer EIN	274444001
Plan Effective Date	2012-07-03
Filing Status	FILING RECEIVED

Sponsor Plan History (Liberty Utilities Co.)

Total plan assets by year, all Liberty Utilities Co. plans on file

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

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
Tucson Electric Power Company Salaried Employees Retirement Plan $267M · 846

Compare Liberty Utilities Defined Benefit Pensio… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Liberty Utilities Defined Benefit Pension Plan by total assets, not by location.

Abx Air, Inc Pilots Minimum Monthly Retirement Income Plan (OH) $406M · 108
Retirement Plan for Union Represented Employees (NJ) $406M · 945
Sheet Metal Workers' Local 10 Pension Fund (MN) $406M · 2,616
Retirement Plan for Employees of S.C. Johnson & So (WI) $407M · 557

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 116,472 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).

Next read for Liberty Utilities Defined Benefit Pensio…

Scale reading

Ways to act on Liberty Utilities Defined Benefit Pension Plan's numbers.

By total assets, Liberty Utilities Defined Benefit Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Arizona. Compare plans
Liberty Utilities Co.'s sponsor-wide assets have grown 15.8% since 2022 across 3 plan years on file. More Utilities plans

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.