Defined Benefit (Pension) · DOL Form 5500 · 2024

Aquarion Company Pension Plan

Data updated 2026-08-25

$151M
Total assets Near avg plan size
126
Participants Small participant base
93rd
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan for Employees of Aquarion Company · Sponsored by Aquarion Company · Connecticut · Utilities

$151M in assets, 126 participants

Aquarion Company's Retirement Plan for Employees of Aquarion Company reported $151M in total assets and 126 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #487 in Utilities (732 peers)

Coverage in Connecticut

Retirement Plan for Employees of Aquarion Company covers 126 participants in Connecticut, about 18% of the average Connecticut filer (state average ~718 per filing). Assets: $151M.

#487
in Utilities (732 peers)
+0.7%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Retirement Plan for Employees of Aquarion Company's outsized position by total assets

Retirement Plan for Employees of Aquarion Company vs every filed plan by assets

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

$151,054,538 Top 7% higher than 93% 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

Retirement Plan for Employees of Aquarion Company 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. Retirement Plan for Employees of Aquarion Company sits mid-pack in the medium band (126 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Retirement Plan for Employees of Aquarion Company reported net income fell from $8M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Retirement Plan for Employees of Aquarion Company reported participants fell from 136 in the plan year 2023 filing to 126 in the plan year 2024 filing.
  • Retirement Plan for Employees of Aquarion Company end-of-year assets rose from $150M in the plan year 2023 filing to $151M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 060852232 · Aquarion Company PY 2024 · Defined Benefit (Pension)

Retirement Plan for Employees of Aquarion Company · $151M · 126 · 93rd

  • EOY $151M
  • 5500 126
  • ASSETS 93rd
  • PCT Defined Benefit (Pension)
  • EIN near Spx US Pension Plan
  • RANK ind #487

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 Connecticut →

Retirement Plan for Employees of Aquarion Company in the asset neighbourhood

Dana Combined Hourly Employees' Pension PlanDana Combined Hourly Employe…$151MSisecam US Pension Plan$151MSpx US Pension Plan$151MRetirement Plan for Employees of Aquarion CompanyRetirement Plan for Employee…$151MMagna U.S. Consolidated Pension PlanMagna U.S. Consolidated Pens…$151M
End-of-year total assets ($M) among Retirement Plan for Employees of Aquarion Company and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$150M
Net Assets (End of Year)$151M
Net Income$1M
Employer EIN060852232
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aquarion Company)

Sponsor-wide plan assets over time

All Aquarion Company plans reported in each filing year

Latest sponsor-wide plan assets
$259M 14.702281161771813% vs 2022
2024 filing year
$220M$230M$240M$250M$260M$270M 202220232024 $226M $259M ▲ +14.7%
Year Plans Participants Total Assets
2022 2 502 $226M
2023 2 508 $246M
2024 2 495 $259M

Nearby Defined Benefit (Pension) Plans in Connecticut

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

Retirement Plan for Employees of Aquarion Company vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1001020304050 Total assets ($B) Participants Retirement Plan for Employees of Aquarion Company, Total assets ($B): 0.151054538 · Participants: 126Retirement Plan for Employees of Aquarion CompanyRtx Consolidated Pension Plan, Total assets ($B): 41.643558189 · Participants: 36180Rtx Consolidated Pension PlanThe Citigroup Pension Plan, Total assets ($B): 9.993084827 · Participants: 15906The Citigroup Pension PlanEversource Pension Plan, Total assets ($B): 5.763055773 · Participants: 3428Eversource Pension PlanRetirement Plan for Employees of Aetna Inc., Total assets ($B): 5.242514983 · Participants: 9682Retirement Plan for Employees of Aetna Inc.The Hartford Retirement Plan for U.S. Employees, Total assets ($B): 3.395288837 · Participants: 7034The Hartford Retirement Plan for U.S. Employees
Retirement Plan for Employees of Aquarion Company vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants
Compare Retirement Plan for Employees of Aquarion Company side-by-side with 3 peers →

Retirement Plan for Employees of Aquarion Company's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Connecticut, the nearest Defined Benefit (Pension) by assets is Spx US Pension Plan in NC ($151M); by covered participants it is Tempel Employees Pension Plan in IL (126 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($151M here).

Similar participant headcount

Nearest other-state filings by covered participants (126 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 Retirement Plan for Employees of Aquarion Company assets move in 2024? ▼
Retirement Plan for Employees of Aquarion Company held essentially flat - up 0.7% during 2024, from $150M to $151M. Reported net income was $1M.
How have Aquarion Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aquarion Company's sponsor-wide assets grew 14.7%, from $226M to $259M.
Where does Retirement Plan for Employees of Aquarion Company rank by assets among Form 5500 filers? ▼
Retirement Plan for Employees of Aquarion Company ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of Aquarion Company? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Spx US Pension Plan in NC ($151M, 219 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of Aquarion Company? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Tempel Employees Pension Plan in IL (126 participants, $40M 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 060852232.

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.