Civic Intelligence

LIBERTY UTILITIES

Plan context: Liberty Utilities Defined Benefit Pension Plan

EIN 27-4444001 • Avondale, AZ • 76 filings • 17 plans

12725 W. Indian School Rd. D-101Avondale, AZ 85392
Current Snapshot

Latest Year

2024

2024 Participants

2,430

2024 Assets

$526,296,946

2024 Contributions

$22,278,559

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$526,296,946$263,148,473$0201320192024YearValue
$526,296,946Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

2,4301,2150201220182024YearValue
2,430Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202442,430$526,296,946$22,278,559$9,168iApproximate average salary by contribution assumption: employee only about $229,203 at 4% or $152,802 at 6%; with 50% employer match about $152,802 at 4% or $101,868 at 6%; with 100% employer match about $114,602 at 4% or $76,401 at 6%.
Liberty Utilities Defined Benefit Pension Plan-527$405,330,549$9,758,000$18,516iApproximate average salary by contribution assumption: employee only about $462,903 at 4% or $308,602 at 6%; with 50% employer match about $308,602 at 4% or $205,735 at 6%; with 100% employer match about $231,452 at 4% or $154,301 at 6%.
Liberty Utilities Cash Balance Pension Plan-1,749$74,288,851$10,600,493$6,061iApproximate average salary by contribution assumption: employee only about $151,522 at 4% or $101,015 at 6%; with 50% employer match about $101,015 at 4% or $67,343 at 6%; with 100% employer match about $75,761 at 4% or $50,507 at 6%.
Liberty Utilities Health and Welfare Benefit Plan for Retirees-241$46,677,546$1,920,066$7,967iApproximate average salary by contribution assumption: employee only about $199,177 at 4% or $132,785 at 6%; with 50% employer match about $132,785 at 4% or $88,523 at 6%; with 100% employer match about $99,588 at 4% or $66,392 at 6%.
Liberty Utilities Health and Welfare Benefit Plan for Actives-2,430---
202342,406$505,270,176$24,091,366$10,013iApproximate average salary by contribution assumption: employee only about $250,326 at 4% or $166,884 at 6%; with 50% employer match about $166,884 at 4% or $111,256 at 6%; with 100% employer match about $125,163 at 4% or $83,442 at 6%.
Liberty Utilities Defined Benefit Pension Plan-578$392,875,125$10,448,000$18,076iApproximate average salary by contribution assumption: employee only about $451,903 at 4% or $301,269 at 6%; with 50% employer match about $301,269 at 4% or $200,846 at 6%; with 100% employer match about $225,952 at 4% or $150,634 at 6%.
Liberty Utilities Cash Balance Pension Plan-1,704$64,758,271$9,432,859$5,536iApproximate average salary by contribution assumption: employee only about $138,393 at 4% or $92,262 at 6%; with 50% employer match about $92,262 at 4% or $61,508 at 6%; with 100% employer match about $69,196 at 4% or $46,131 at 6%.
Liberty Utilities Health and Welfare Benefit Plan for Retirees-239$47,636,780$4,210,507$17,617iApproximate average salary by contribution assumption: employee only about $440,430 at 4% or $293,620 at 6%; with 50% employer match about $293,620 at 4% or $195,746 at 6%; with 100% employer match about $220,215 at 4% or $146,810 at 6%.
Liberty Utilities Health and Welfare Benefit Plan for Actives-2,406---
202252,342$456,430,465$22,642,768$9,668iApproximate average salary by contribution assumption: employee only about $241,703 at 4% or $161,136 at 6%; with 50% employer match about $161,136 at 4% or $107,424 at 6%; with 100% employer match about $120,852 at 4% or $80,568 at 6%.
Liberty Utilities Defined Benefit Pension Plan-618$360,386,418$11,337,799$18,346iApproximate average salary by contribution assumption: employee only about $458,649 at 4% or $305,766 at 6%; with 50% employer match about $305,766 at 4% or $203,844 at 6%; with 100% employer match about $229,324 at 4% or $152,883 at 6%.
Liberty Utilities Cash Balance Pension Plan-1,533$53,829,101$8,725,705$5,692iApproximate average salary by contribution assumption: employee only about $142,298 at 4% or $94,865 at 6%; with 50% employer match about $94,865 at 4% or $63,243 at 6%; with 100% employer match about $71,149 at 4% or $47,433 at 6%.
Liberty Utilities Health and Welfare Benefit Plan for Retirees-0$42,214,946$2,579,264-
Liberty Utilities Health and Welfare Benefit Plan for Actives-2,342---
LIBERTY UTILITIES FLEXIBLE SPENDING ACCOUNT-0---
202142,050$503,600,908$25,429,559$12,405iApproximate average salary by contribution assumption: employee only about $310,117 at 4% or $206,744 at 6%; with 50% employer match about $206,744 at 4% or $137,830 at 6%; with 100% employer match about $155,058 at 4% or $103,372 at 6%.
Liberty Utilities Defined Benefit Pension Plan-665$406,392,441$15,525,200$23,346iApproximate average salary by contribution assumption: employee only about $583,654 at 4% or $389,103 at 6%; with 50% employer match about $389,103 at 4% or $259,402 at 6%; with 100% employer match about $291,827 at 4% or $194,551 at 6%.
Liberty Utilities Cash Balance Pension Plan-1,405$55,682,977$7,089,049$5,046iApproximate average salary by contribution assumption: employee only about $126,140 at 4% or $84,093 at 6%; with 50% employer match about $84,093 at 4% or $56,062 at 6%; with 100% employer match about $63,070 at 4% or $42,047 at 6%.
Liberty Utilities Health and Welfare Benefit Plan for Retirees-0$41,525,490$2,815,310-
Liberty Utilities Health and Welfare Benefit Plan for Actives-2,050---
202042,044$489,104,184$24,062,802$11,772iApproximate average salary by contribution assumption: employee only about $294,310 at 4% or $196,207 at 6%; with 50% employer match about $196,207 at 4% or $130,805 at 6%; with 100% employer match about $147,155 at 4% or $98,103 at 6%.
Liberty Utilities Defined Benefit Pension Plan-770$399,758,005$14,526,888$18,866iApproximate average salary by contribution assumption: employee only about $471,652 at 4% or $314,435 at 6%; with 50% employer match about $314,435 at 4% or $209,623 at 6%; with 100% employer match about $235,826 at 4% or $157,217 at 6%.
Liberty Utilities Cash Balance Pension Plan-1,257$49,508,822$6,164,087$4,904iApproximate average salary by contribution assumption: employee only about $122,595 at 4% or $81,730 at 6%; with 50% employer match about $81,730 at 4% or $54,487 at 6%; with 100% employer match about $61,298 at 4% or $40,865 at 6%.
Liberty Utilities Health and Welfare Benefit Plan for Retirees-0$39,837,357$3,371,827-
Liberty Utilities Health and Welfare Benefit Plan for Actives-2,044---
201941,831$442,375,213$9,178,110$5,013iApproximate average salary by contribution assumption: employee only about $125,316 at 4% or $83,544 at 6%; with 50% employer match about $83,544 at 4% or $55,696 at 6%; with 100% employer match about $62,658 at 4% or $41,772 at 6%.
Liberty Utilities Defined Benefit Pension Plan-773$366,770,171$4,138,000$5,353iApproximate average salary by contribution assumption: employee only about $133,829 at 4% or $89,219 at 6%; with 50% employer match about $89,219 at 4% or $59,480 at 6%; with 100% employer match about $66,915 at 4% or $44,610 at 6%.
Liberty Utilities Cash Balance Pension Plan-1,154$40,319,410$2,552,775$2,212iApproximate average salary by contribution assumption: employee only about $55,303 at 4% or $36,869 at 6%; with 50% employer match about $36,869 at 4% or $24,579 at 6%; with 100% employer match about $27,651 at 4% or $18,434 at 6%.
Liberty Utilities Health and Welfare Benefit Plan for Retirees-0$35,285,632$2,487,335-
Liberty Utilities Health and Welfare Benefit Plan for Actives-1,831---
201841,871$210,953,048$6,800,565$3,635iApproximate average salary by contribution assumption: employee only about $90,868 at 4% or $60,579 at 6%; with 50% employer match about $60,579 at 4% or $40,386 at 6%; with 100% employer match about $45,434 at 4% or $30,289 at 6%.
Liberty Utilities Defined Benefit Pension Plan-348$162,899,633--
Liberty Utilities Cash Balance Pension Plan-890$32,064,371$4,475,680$5,029iApproximate average salary by contribution assumption: employee only about $125,721 at 4% or $83,814 at 6%; with 50% employer match about $83,814 at 4% or $55,876 at 6%; with 100% employer match about $62,861 at 4% or $41,907 at 6%.
Liberty Utilities Health and Welfare Benefit Plan for Retirees-213$15,989,044$2,324,885$10,915iApproximate average salary by contribution assumption: employee only about $272,874 at 4% or $181,916 at 6%; with 50% employer match about $181,916 at 4% or $121,277 at 6%; with 100% employer match about $136,437 at 4% or $90,958 at 6%.
Liberty Utilities Health and Welfare Benefit Plan for Actives-1,871---
201741,155$189,547,312$7,224,583$6,255iApproximate average salary by contribution assumption: employee only about $156,376 at 4% or $104,251 at 6%; with 50% employer match about $104,251 at 4% or $69,501 at 6%; with 100% employer match about $78,188 at 4% or $52,125 at 6%.
Liberty Utilities Defined Benefit Pension Plan-267$143,129,987$2,956,000$11,071iApproximate average salary by contribution assumption: employee only about $276,779 at 4% or $184,519 at 6%; with 50% employer match about $184,519 at 4% or $123,013 at 6%; with 100% employer match about $138,390 at 4% or $92,260 at 6%.
Liberty Utilities Cash Balance Pension Plan-839$29,948,456$4,015,176$4,786iApproximate average salary by contribution assumption: employee only about $119,642 at 4% or $79,761 at 6%; with 50% employer match about $79,761 at 4% or $53,174 at 6%; with 100% employer match about $59,821 at 4% or $39,881 at 6%.
Liberty Utilities Health and Welfare Benefit Plan for Retirees-0$16,468,869$253,407-
Liberty Utilities Health and Welfare Benefit Plan for Actives-1,155---
201661,028$164,899,200$17,353,949$16,881iApproximate average salary by contribution assumption: employee only about $422,032 at 4% or $281,355 at 6%; with 50% employer match about $281,355 at 4% or $187,570 at 6%; with 100% employer match about $211,016 at 4% or $140,677 at 6%.
Liberty Utilities Defined Benefit Pension Plan-277$124,964,622$10,043,337$36,258iApproximate average salary by contribution assumption: employee only about $906,438 at 4% or $604,292 at 6%; with 50% employer match about $604,292 at 4% or $402,861 at 6%; with 100% employer match about $453,219 at 4% or $302,146 at 6%.
Liberty Utilities Cash Balance Pension Plan-738$24,422,048$3,635,800$4,927iApproximate average salary by contribution assumption: employee only about $123,164 at 4% or $82,109 at 6%; with 50% employer match about $82,109 at 4% or $54,740 at 6%; with 100% employer match about $61,582 at 4% or $41,055 at 6%.
Liberty Utilities Health and Welfare Benefit Plan for Retirees-0$15,512,530$3,107,149-
Liberty Utilities Health and Welfare Benefit Plan for Actives-1,028---
Liberty Utilities (New England Gas) Pension Plan for Salaried and Non-Union Hourly Employees-0-$359,463-
Liberty Utilities (New England Gas) Pension Plan for Union Employees-0-$208,200-
201591,072$216,825,488$24,043,293$22,428iApproximate average salary by contribution assumption: employee only about $560,711 at 4% or $373,807 at 6%; with 50% employer match about $373,807 at 4% or $249,205 at 6%; with 100% employer match about $280,356 at 4% or $186,904 at 6%.
Liberty Utilities Defined Benefit Pension Plan-280$66,762,252$7,009,000$25,032iApproximate average salary by contribution assumption: employee only about $625,804 at 4% or $417,202 at 6%; with 50% employer match about $417,202 at 4% or $278,135 at 6%; with 100% employer match about $312,902 at 4% or $208,601 at 6%.
LIBERTY UTILITIES 401(K) PLAN-855$63,620,603$6,138,155$7,179iApproximate average salary by contribution assumption: employee only about $179,478 at 4% or $119,652 at 6%; with 50% employer match about $119,652 at 4% or $79,768 at 6%; with 100% employer match about $89,739 at 4% or $59,826 at 6%.
Liberty Utilities (New England Gas) Pension Plan for Salaried and Non-Union Hourly Employees-51$29,195,827$1,095,000$21,471iApproximate average salary by contribution assumption: employee only about $536,765 at 4% or $357,843 at 6%; with 50% employer match about $357,843 at 4% or $238,562 at 6%; with 100% employer match about $268,382 at 4% or $178,922 at 6%.
Liberty Utilities Cash Balance Pension Plan-501$19,654,443$3,889,000$7,762iApproximate average salary by contribution assumption: employee only about $194,062 at 4% or $129,375 at 6%; with 50% employer match about $129,375 at 4% or $86,250 at 6%; with 100% employer match about $97,031 at 4% or $64,687 at 6%.
Liberty Utilities (New England Gas) Pension Plan for Union Employees-57$17,032,154$592,000$10,386iApproximate average salary by contribution assumption: employee only about $259,649 at 4% or $173,099 at 6%; with 50% employer match about $173,099 at 4% or $115,400 at 6%; with 100% employer match about $129,825 at 4% or $86,550 at 6%.
Liberty Utilities Health and Welfare Benefit Plan for Retirees-0$12,646,927$3,177,821-
LIBERTY UTILITIES NEW HAMPSHIRE UNION EMPLOYEES 401(K) RETIREMENT PLAN-92$7,913,282$1,570,822$17,074iApproximate average salary by contribution assumption: employee only about $426,854 at 4% or $284,569 at 6%; with 50% employer match about $284,569 at 4% or $189,713 at 6%; with 100% employer match about $213,427 at 4% or $142,285 at 6%.
LIBERTY UTILITIES SERVICE CORP. MASS. UNION 401(K) PLAN-0$0$571,495-
Liberty Utilities Health and Welfare Benefit Plan for Actives-1,072---
2014121,697$217,238,722$9,385,622$5,531iApproximate average salary by contribution assumption: employee only about $138,268 at 4% or $92,179 at 6%; with 50% employer match about $92,179 at 4% or $61,452 at 6%; with 100% employer match about $69,134 at 4% or $46,089 at 6%.
Liberty Utilities Defined Benefit Pension Plan-236$66,113,521$138,500$587iApproximate average salary by contribution assumption: employee only about $14,672 at 4% or $9,781 at 6%; with 50% employer match about $9,781 at 4% or $6,521 at 6%; with 100% employer match about $7,336 at 4% or $4,891 at 6%.
LIBERTY UTILITIES 401(K) PLAN-711$49,880,946$5,011,334$7,048iApproximate average salary by contribution assumption: employee only about $176,207 at 4% or $117,471 at 6%; with 50% employer match about $117,471 at 4% or $78,314 at 6%; with 100% employer match about $88,104 at 4% or $58,736 at 6%.
Liberty Utilities (New England Gas) Pension Plan for Salaried and Non-Union Hourly Employees-54$31,113,850$167,000$3,093iApproximate average salary by contribution assumption: employee only about $77,315 at 4% or $51,543 at 6%; with 50% employer match about $51,543 at 4% or $34,362 at 6%; with 100% employer match about $38,657 at 4% or $25,772 at 6%.
Liberty Utilities Cash Balance Pension Plan-425$19,030,768$355,000$835iApproximate average salary by contribution assumption: employee only about $20,882 at 4% or $13,922 at 6%; with 50% employer match about $13,922 at 4% or $9,281 at 6%; with 100% employer match about $10,441 at 4% or $6,961 at 6%.
Liberty Utilities (New England Gas) Pension Plan for Union Employees-54$18,006,998--
LIBERTY UTILITIES NEW HAMPSHIRE UNION EMPLOYEES 401(K) RETIREMENT PLAN-132$11,891,382$1,480,797$11,218iApproximate average salary by contribution assumption: employee only about $280,454 at 4% or $186,969 at 6%; with 50% employer match about $186,969 at 4% or $124,646 at 6%; with 100% employer match about $140,227 at 4% or $93,485 at 6%.
Liberty Utilities Health and Welfare Benefit Plan for Retirees-0$11,779,652$1,403,310-
LIBERTY UTILITIES SERVICE CORP. MASS. UNION 401(K) PLAN-67$9,421,605$829,681$12,383iApproximate average salary by contribution assumption: employee only about $309,582 at 4% or $206,388 at 6%; with 50% employer match about $206,388 at 4% or $137,592 at 6%; with 100% employer match about $154,791 at 4% or $103,194 at 6%.
SOUTHERN UNION COMPANY RETIREMENT TRUST-----
Liberty Utilities Health and Welfare Benefit Plan for Actives-1,697---
FALL RIVER GAS COMPANY EMPLOYEE WELFARE BENEFIT PLAN FOR NON-UNION EMPLOYEES-0---
FALL RIVER GAS COMPANY EMPLOYEE WELFARE BENEFIT PLAN FOR MEMBERS OF LOCAL 431 OF THE UTILITY WORKERS OF AMERICA-0---
2013141,346$235,860,651$21,097,812$15,674iApproximate average salary by contribution assumption: employee only about $391,861 at 4% or $261,241 at 6%; with 50% employer match about $261,241 at 4% or $174,161 at 6%; with 100% employer match about $195,931 at 4% or $130,620 at 6%.
Liberty Utilities Defined Benefit Pension Plan-201$67,339,690$3,180,000$15,821iApproximate average salary by contribution assumption: employee only about $395,522 at 4% or $263,682 at 6%; with 50% employer match about $263,682 at 4% or $175,788 at 6%; with 100% employer match about $197,761 at 4% or $131,841 at 6%.
SOUTHERN UNION COMPANY RETIREMENT TRUST--$47,081,514--
Liberty Utilities (New England Gas) Pension Plan for Salaried and Non-Union Hourly Employees-57$31,182,756$3,026,977$53,105iApproximate average salary by contribution assumption: employee only about $1,327,621 at 4% or $885,081 at 6%; with 50% employer match about $885,081 at 4% or $590,054 at 6%; with 100% employer match about $663,811 at 4% or $442,540 at 6%.
LIBERTY UTILITIES 401(K) PLAN-371$28,233,414$9,557,088$25,760iApproximate average salary by contribution assumption: employee only about $644,009 at 4% or $429,339 at 6%; with 50% employer match about $429,339 at 4% or $286,226 at 6%; with 100% employer match about $322,004 at 4% or $214,670 at 6%.
NEG 401(K) PLAN ( LIBERTY UTILITIES SERVICE CORP MASS UNION 401(K) PLAN)-156$21,101,186$442,306$2,835iApproximate average salary by contribution assumption: employee only about $70,882 at 4% or $47,255 at 6%; with 50% employer match about $47,255 at 4% or $31,503 at 6%; with 100% employer match about $35,441 at 4% or $23,627 at 6%.
Liberty Utilities (New England Gas) Pension Plan for Union Employees-57$17,943,758$1,537,832$26,980iApproximate average salary by contribution assumption: employee only about $674,488 at 4% or $449,658 at 6%; with 50% employer match about $449,658 at 4% or $299,772 at 6%; with 100% employer match about $337,244 at 4% or $224,829 at 6%.
Liberty Utilities Health and Welfare Benefit Plan for Retirees--$11,750,830$1,248,423-
LIBERTY UTILITIES NEW HAMPSHIRE UNION EMPLOYEES 401(K) RETIREMENT PLAN-121$10,654,787$1,785,186$14,754iApproximate average salary by contribution assumption: employee only about $368,840 at 4% or $245,893 at 6%; with 50% employer match about $245,893 at 4% or $163,929 at 6%; with 100% employer match about $184,420 at 4% or $122,947 at 6%.
Liberty Utilities Cash Balance Pension Plan-108$325,136$320,000$2,963iApproximate average salary by contribution assumption: employee only about $74,074 at 4% or $49,383 at 6%; with 50% employer match about $49,383 at 4% or $32,922 at 6%; with 100% employer match about $37,037 at 4% or $24,691 at 6%.
FALL RIVER GAS COMPANY EMPLOYEE WELFARE BENEFIT PLAN FOR MEMBERS OF LOCAL 431 OF THE UTILITY WORKERS OF AMERICA--$177,847--
FALL RIVER GAS COMPANY EMPLOYEE WELFARE BENEFIT PLAN FOR NON-UNION EMPLOYEES--$69,733--
FALL RIVER GAS COMPANY EMPLOYEE WELFARE BENEFIT PLAN-0---
MASTER MEDICAL & DENTAL PLAN FOR EMPLOYEES OF FALL RIVER GAS COMPANY-0---
Liberty Utilities Health and Welfare Benefit Plan for Actives-1,346---
20122729$0$0-
Liberty Utilities Health and Welfare Benefit Plan for Retirees-0---
Liberty Utilities Health and Welfare Benefit Plan for Actives-729---