Defined Benefit (Pension) · DOL Form 5500 · 2024

Epcor USA, Inc. Pension Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
43
Participants Small participant base
65th
Percentile by assets National rank
$351,435
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Epcor Water (USA), Inc. Pension Plan · Sponsored by Epcor USA, Inc. · Arizona · Utilities

$15M in assets, 43 participants

Epcor USA, Inc.'s Epcor Water (USA), Inc. Pension Plan reported $15M in total assets and 43 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #226 in Utilities (732 peers)

Utilities sector rank

Within Utilities, Epcor Water (USA), Inc. Pension Plan ranks #226 of 732 2024 filers by assets (3553% of the sector average)-$15M for 43 participants.

#226
in Utilities (732 peers)
-35.3%
assets change YoY

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Epcor Water (USA), Inc. Pension Plan's mid-pack asset rank among Utilities and all filers

Epcor Water (USA), Inc. Pension Plan vs every filed plan by assets

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

$15,111,697 Top 35% higher than 65% 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

Epcor Water (USA), Inc. Pension Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Epcor Water (USA), Inc. Pension Plan is a small filing (43 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Epcor Water (USA), Inc. Pension Plan reported net income fell from $4M in the plan year 2023 filing to -$8M in the plan year 2024 filing.
  • Epcor Water (USA), Inc. Pension Plan end-of-year assets fell from $23M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Epcor Water (USA), Inc. Pension Plan reported participants fell from 46 in the plan year 2023 filing to 43 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 460525312 · Epcor USA, Inc. PY 2024 · Defined Benefit (Pension)

Epcor Water (USA), Inc. Pension Plan · $15M · 43 · 65th

  • NET $15M
  • NET 43
  • NET 65th
  • NET Defined Benefit (Pension)
  • NET near Barasch & Mcgarry, PC Cash Balance Plan
  • NET ind #226

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 →

Epcor Water (USA), Inc. Pension Plan in the asset neighbourhood

Hunter Douglas Employees' Retirement PlanHunter Douglas Employees' Re…$15MEpcor Water (USA), Inc. Pension PlanEpcor Water (USA), Inc. Pens…$15MBarasch & Mcgarry, PC Cash Balance PlanBarasch & Mcgarry, PC Cash B…$15MPartners' Pension Plan of Hughes Hubbard & ReedPartners' Pension Plan of Hu…$15MOrganichem Corporation Retirement PlanOrganichem Corporation Retir…$15M
End-of-year total assets ($M) among Epcor Water (USA), 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)$23M
Net Assets (End of Year)$15M
Net Income-$8M
Employer EIN460525312
Plan Effective Date2011-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Epcor USA, Inc.)

Sponsor-wide plan assets over time

All Epcor USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$73M 26.20226815142457% vs 2022
2024 filing year
$55M$60M$65M$70M$75M 202220232024 $57.7M $72.8M ▲ +26.2%
Year Plans Participants Total Assets
2022 2 453 $58M
2023 2 498 $72M
2024 2 601 $73M

Nearby Defined Benefit (Pension) Plans in Arizona

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

Epcor Water (USA), Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Epcor Water (USA), Inc. Pension Plan, Total assets ($B): 0.015111697 · Participants: 43Epcor Water (USA), Inc. 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
Epcor Water (USA), Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
Compare Epcor Water (USA), Inc. Pension Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest Defined Benefit (Pension) by assets is Barasch & Mcgarry, PC Cash Balance Plan in NY ($15M); by covered participants it is Employees' Retirement Plan of Sterling Insurance Company in NY (43 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (43 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 Epcor Water (USA), Inc. Pension Plan assets move in 2024? ▼
Epcor Water (USA), Inc. Pension Plan contracted severely - down 35.3% during 2024, from $23M to $15M. Reported net income was -$8M.
How have Epcor USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Epcor USA, Inc.'s sponsor-wide assets grew 26.2%, from $58M to $73M.
Which Defined Benefit (Pension) plans are similar in size to Epcor Water (USA), Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Barasch & Mcgarry, PC Cash Balance Plan in NY ($15M, 143 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Epcor Water (USA), Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Employees' Retirement Plan of Sterling Insurance Company in NY (43 participants, $20M 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 460525312.

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.