Defined Benefit (Pension) · DOL Form 5500 · 2024

Ppl Services Corporation Pension Plan

Data updated 2026-08-11

$570M
Total assets
507
Participants
97th
Percentile by assets
$1.1M
Avg per participant
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Official DOL plan name: Rhode Island Energy Retirement Plan · Sponsored by Ppl Services Corporation · Pennsylvania · Utilities

$570M in assets, 507 participants

Ppl Services Corporation's Rhode Island Energy Retirement Plan reported $570M in total assets and 507 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 123,622 plans)
  • #600 in Utilities (732 peers)

Where Rhode Island Energy Retirement Plan sits by assets

Rhode Island Energy Retirement Plan sits in the top 5% of all filed plans by assets, $570M for 507 participants (~$1.1M/participant), down 2.9% in 2024.

$570M
total plan assets (2024 EOY)
507
covered participants
97th
percentile by assets (of 123,622 plans)
$1.1M
avg assets per participant

The plan reported a net loss of $17M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rhode Island Energy Retirement Plan reported net income fell from -$3M in the plan year 2023 filing to -$17M in the plan year 2024 filing.
  • Rhode Island Energy Retirement Plan reported participants fell from 546 in the plan year 2023 filing to 507 in the plan year 2024 filing.
  • Rhode Island Energy Retirement Plan end-of-year assets fell from $587M in the plan year 2023 filing to $570M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Industry

Rhode Island Energy Retirement Plan vs the 2024 asset distribution

By assets, Rhode Island Energy Retirement Plan outranks 97% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 5.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$587M
Net Assets (End of Year)$570M
Net Income-$17M
Employer EIN233041441
Plan Effective Date2022-05-25
Filing StatusFILING RECEIVED

Sponsor Plan History (Ppl Services Corporation)

$3.2B$3.3B$3.4B$3.5B$3.6B 202220232024 $3.24B $3.55B ▲ +9.6%
Total plan assets by year, all Ppl Services Corporation plans on file
Year Plans Participants Total Assets
2022 7 6,621 $3.2B
2023 7 5,488 $3.5B
2024 7 6,800 $3.5B

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Rhode Island Energy Retirement Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants

Rhode Island Energy Retirement Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Rhode Island Energy …National Elevator In…Steelworkers Pension…The PNC Financial Se…The Bank of New York…Constellation Retire…
Rhode Island Energy Retirement Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Rhode Island Energy Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Rhode Island Energy Retirement Plan assets move in 2024?
Rhode Island Energy Retirement Plan edged down modestly - down 2.9% during 2024, from $587M to $570M. Reported net income was -$17M.
How have Ppl Services Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Ppl Services Corporation's sponsor-wide assets grew 9.7%, from $3.2B to $3.5B.
Where does Rhode Island Energy Retirement Plan rank by assets among Form 5500 filers?
Rhode Island Energy Retirement 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 Rhode Island Energy Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is West Virginia Laborers Pension Trust Fund in WV ($570M, 2,390 participants).

Next read for Rhode Island Energy Retirement Plan

Scale reading

Ways to act on Rhode Island Energy Retirement Plan's numbers.

  • By total assets, Rhode Island Energy Retirement 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 Pennsylvania. Compare plans
  • Ppl Services Corporation's sponsor-wide assets have grown 9.7% since 2022 across 3 plan years on file. More Utilities plans