Defined Benefit (Pension) · DOL Form 5500 · 2024

Essential Utilities, Inc. Pension Plan

Data updated 2026-08-25

$299M
Total assets Above avg plan size
508
Participants Below avg headcount
96th
Percentile by assets National rank
$589,449
Avg per participant High balance/head
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Official DOL plan name: Essential Utilities, Inc. Pension Plan · Sponsored by Essential Utilities, Inc. · Pennsylvania · Utilities

$299M in assets, 508 participants

Essential Utilities, Inc.'s Essential Utilities, Inc. Pension Plan reported $299M in total assets and 508 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • #552 in Utilities (732 peers)

Utilities sector rank

Within Utilities, Essential Utilities, Inc. Pension Plan ranks #552 of 732 2024 filers by assets (179% of the sector average)-$299M for 508 participants.

#552
in Utilities (732 peers)
-6.9%
assets change YoY
3.0×
vs typical plan assets (national mean)

The plan reported a net loss of $22M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Essential Utilities, Inc. Pension Plan's outsized position by total assets

Essential Utilities, Inc. Pension Plan vs every filed plan by assets

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

$299,440,314 Top 4% higher than 96% 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

Essential Utilities, Inc. 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. Essential Utilities, Inc. Pension Plan sits mid-pack in the medium band (508 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Essential Utilities, Inc. Pension Plan reported net income rose from -$31M in the plan year 2023 filing to -$22M in the plan year 2024 filing.
  • Essential Utilities, Inc. Pension Plan reported participants fell from 579 in the plan year 2023 filing to 508 in the plan year 2024 filing.
  • Essential Utilities, Inc. Pension Plan end-of-year assets fell from $322M in the plan year 2023 filing to $299M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 231702594 · Essential Utilities, Inc. PY 2024 · Defined Benefit (Pension)

Essential Utilities, Inc. Pension Plan · $299M · 508 · 96th

  • TYPE $299M
  • NET 508
  • BOOK 96th
  • VS-ST Defined Benefit (Pension)
  • BOY near Inlandboatmen's Union of the Pacific National Pension Plan
  • SCH ind #552

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 →

Essential Utilities, Inc. Pension Plan in the asset neighbourhood

Massachusetts Service Employees' Pension FundMassachusetts Service Employ…$300MVolvo Group North America New River Valley Pension PlanVolvo Group North America Ne…$300MInlandboatmen's Union of the Pacific National Pension PlanInlandboatmen's Union of the…$300MEssential Utilities, Inc. Pension PlanEssential Utilities, Inc. Pe…$299MNorthern Light Health Retirement Partnership PlanNorthern Light Health Retire…$299M
End-of-year total assets ($M) among Essential Utilities, Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Utilities filing particulars

Total Assets (Beginning of Year)$322M
Net Assets (End of Year)$299M
Net Income-$22M
Employer EIN231702594
Plan Effective Date1944-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Essential Utilities, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$923M 7.829601814281283% vs 2022
2024 filing year
$800M$850M$900M$950M 202220232024 $856M $923M ▲ +7.8%
Year Plans Participants Total Assets
2022 2 2,324 $856M
2023 2 3,703 $880M
2024 2 3,778 $923M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Essential Utilities, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Essential Utilities, Inc. Pension Plan, Total assets ($B): 0.299440314 · Participants: 508Essential Utilities, Inc. Pension PlanNational 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
Essential Utilities, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Essential Utilities, Inc. Pension Plan side-by-side with 3 peers →

Essential Utilities, Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Inlandboatmen's Union of the Pacific National Pension Plan in OR ($300M); by covered participants it is Ericsson US Pension Plan in TX (508 participants). Same-state nearby plans are listed separately above.

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 Essential Utilities, Inc. Pension Plan assets move in 2024? ▼
Essential Utilities, Inc. Pension Plan pulled back noticeably - down 6.9% during 2024, from $322M to $299M. Reported net income was -$22M.
How have Essential Utilities, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Essential Utilities, Inc.'s sponsor-wide assets grew 7.8%, from $856M to $923M.
Where does Essential Utilities, Inc. Pension Plan rank by assets among Form 5500 filers? ▼
Essential Utilities, Inc. Pension Plan ranks in the 96th 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 Essential Utilities, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Inlandboatmen's Union of the Pacific National Pension Plan in OR ($300M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Essential Utilities, Inc. Pension Plan? ▼
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 231702594.

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.