Civic Intelligence

UNISOURCE ENERGY HOLDINGS, INC.

Plan context: Unisource Energy Inc. 401K Profit Sharing Plan

EIN 37-1038921 • Naperville, IL • 25 filings • 3 plans

40 Shuman Blvd.,Suite 290Naperville, IL 60563
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$295,532

2025 Contributions

$28,692

Historical Graphs

Total Assets Over Time

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

$2,714,554$1,357,277$0200420162025YearValue
$295,532Latest year 2025

Participants Over Time

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

630200120132025YearValue
6Latest year 2025

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
202516$295,532$28,692$4,782iApproximate average salary by contribution assumption: employee only about $119,550 at 4% or $79,700 at 6%; with 50% employer match about $79,700 at 4% or $53,133 at 6%; with 100% employer match about $59,775 at 4% or $39,850 at 6%.
Unisource Energy Inc. 401K Profit Sharing Plan-6$295,532$28,692$4,782iApproximate average salary by contribution assumption: employee only about $119,550 at 4% or $79,700 at 6%; with 50% employer match about $79,700 at 4% or $53,133 at 6%; with 100% employer match about $59,775 at 4% or $39,850 at 6%.
202415$261,970$34,272$6,854iApproximate average salary by contribution assumption: employee only about $171,360 at 4% or $114,240 at 6%; with 50% employer match about $114,240 at 4% or $76,160 at 6%; with 100% employer match about $85,680 at 4% or $57,120 at 6%.
Unisource Energy Inc. 401K Profit Sharing Plan-5$261,970$34,272$6,854iApproximate average salary by contribution assumption: employee only about $171,360 at 4% or $114,240 at 6%; with 50% employer match about $114,240 at 4% or $76,160 at 6%; with 100% employer match about $85,680 at 4% or $57,120 at 6%.
202316$186,911$34,188$5,698iApproximate average salary by contribution assumption: employee only about $142,450 at 4% or $94,967 at 6%; with 50% employer match about $94,967 at 4% or $63,311 at 6%; with 100% employer match about $71,225 at 4% or $47,483 at 6%.
Unisource Energy Inc. 401K Profit Sharing Plan-6$186,911$34,188$5,698iApproximate average salary by contribution assumption: employee only about $142,450 at 4% or $94,967 at 6%; with 50% employer match about $94,967 at 4% or $63,311 at 6%; with 100% employer match about $71,225 at 4% or $47,483 at 6%.
202215$129,803$20,500$4,100iApproximate average salary by contribution assumption: employee only about $102,500 at 4% or $68,333 at 6%; with 50% employer match about $68,333 at 4% or $45,556 at 6%; with 100% employer match about $51,250 at 4% or $34,167 at 6%.
Unisource Energy Inc. 401K Profit Sharing Plan-5$129,803$20,500$4,100iApproximate average salary by contribution assumption: employee only about $102,500 at 4% or $68,333 at 6%; with 50% employer match about $68,333 at 4% or $45,556 at 6%; with 100% employer match about $51,250 at 4% or $34,167 at 6%.
202110$175,835$22,652-
Unisource Energy Inc. 401K Profit Sharing Plan-0$175,835$22,652-
202015$175,377$24,842$4,968iApproximate average salary by contribution assumption: employee only about $124,210 at 4% or $82,807 at 6%; with 50% employer match about $82,807 at 4% or $55,204 at 6%; with 100% employer match about $62,105 at 4% or $41,403 at 6%.
Unisource Energy Inc. 401K Profit Sharing Plan-5$175,377$24,842$4,968iApproximate average salary by contribution assumption: employee only about $124,210 at 4% or $82,807 at 6%; with 50% employer match about $82,807 at 4% or $55,204 at 6%; with 100% employer match about $62,105 at 4% or $41,403 at 6%.
201914$152,487$25,466$6,367iApproximate average salary by contribution assumption: employee only about $159,163 at 4% or $106,108 at 6%; with 50% employer match about $106,108 at 4% or $70,739 at 6%; with 100% employer match about $79,581 at 4% or $53,054 at 6%.
Unisource Energy Inc. 401K Profit Sharing Plan-4$152,487$25,466$6,367iApproximate average salary by contribution assumption: employee only about $159,163 at 4% or $106,108 at 6%; with 50% employer match about $106,108 at 4% or $70,739 at 6%; with 100% employer match about $79,581 at 4% or $53,054 at 6%.
201814$141,813$32,927$8,232iApproximate average salary by contribution assumption: employee only about $205,794 at 4% or $137,196 at 6%; with 50% employer match about $137,196 at 4% or $91,464 at 6%; with 100% employer match about $102,897 at 4% or $68,598 at 6%.
Unisource Energy Inc. 401K Profit Sharing Plan-4$141,813$32,927$8,232iApproximate average salary by contribution assumption: employee only about $205,794 at 4% or $137,196 at 6%; with 50% employer match about $137,196 at 4% or $91,464 at 6%; with 100% employer match about $102,897 at 4% or $68,598 at 6%.
201715$219,737$60,967$12,193iApproximate average salary by contribution assumption: employee only about $304,835 at 4% or $203,223 at 6%; with 50% employer match about $203,223 at 4% or $135,482 at 6%; with 100% employer match about $152,418 at 4% or $101,612 at 6%.
Unisource Energy Inc. 401K Profit Sharing Plan-5$219,737$60,967$12,193iApproximate average salary by contribution assumption: employee only about $304,835 at 4% or $203,223 at 6%; with 50% employer match about $203,223 at 4% or $135,482 at 6%; with 100% employer match about $152,418 at 4% or $101,612 at 6%.
201616$179,319$927$155iApproximate average salary by contribution assumption: employee only about $3,863 at 4% or $2,575 at 6%; with 50% employer match about $2,575 at 4% or $1,717 at 6%; with 100% employer match about $1,931 at 4% or $1,288 at 6%.
Unisource Energy Inc. 401K Profit Sharing Plan-6$179,319$927$155iApproximate average salary by contribution assumption: employee only about $3,863 at 4% or $2,575 at 6%; with 50% employer match about $2,575 at 4% or $1,717 at 6%; with 100% employer match about $1,931 at 4% or $1,288 at 6%.
201516$199,619$36,477$6,080iApproximate average salary by contribution assumption: employee only about $151,988 at 4% or $101,325 at 6%; with 50% employer match about $101,325 at 4% or $67,550 at 6%; with 100% employer match about $75,994 at 4% or $50,663 at 6%.
Unisource Energy Inc. 401K Profit Sharing Plan-6$199,619$36,477$6,080iApproximate average salary by contribution assumption: employee only about $151,988 at 4% or $101,325 at 6%; with 50% employer match about $101,325 at 4% or $67,550 at 6%; with 100% employer match about $75,994 at 4% or $50,663 at 6%.
201416$201,752$36,153$6,026iApproximate average salary by contribution assumption: employee only about $150,638 at 4% or $100,425 at 6%; with 50% employer match about $100,425 at 4% or $66,950 at 6%; with 100% employer match about $75,319 at 4% or $50,213 at 6%.
Unisource Energy Inc. 401K Profit Sharing Plan-6$201,752$36,153$6,026iApproximate average salary by contribution assumption: employee only about $150,638 at 4% or $100,425 at 6%; with 50% employer match about $100,425 at 4% or $66,950 at 6%; with 100% employer match about $75,319 at 4% or $50,213 at 6%.
201316$201,268$46,513$7,752iApproximate average salary by contribution assumption: employee only about $193,804 at 4% or $129,203 at 6%; with 50% employer match about $129,203 at 4% or $86,135 at 6%; with 100% employer match about $96,902 at 4% or $64,601 at 6%.
Unisource Energy Inc. 401K Profit Sharing Plan-6$201,268$46,513$7,752iApproximate average salary by contribution assumption: employee only about $193,804 at 4% or $129,203 at 6%; with 50% employer match about $129,203 at 4% or $86,135 at 6%; with 100% employer match about $96,902 at 4% or $64,601 at 6%.
201216$242,533$49,256$8,209iApproximate average salary by contribution assumption: employee only about $205,233 at 4% or $136,822 at 6%; with 50% employer match about $136,822 at 4% or $91,215 at 6%; with 100% employer match about $102,617 at 4% or $68,411 at 6%.
Unisource Energy Inc. 401K Profit Sharing Plan-6$242,533$49,256$8,209iApproximate average salary by contribution assumption: employee only about $205,233 at 4% or $136,822 at 6%; with 50% employer match about $136,822 at 4% or $91,215 at 6%; with 100% employer match about $102,617 at 4% or $68,411 at 6%.
201116$152,674$49,120$8,187iApproximate average salary by contribution assumption: employee only about $204,667 at 4% or $136,444 at 6%; with 50% employer match about $136,444 at 4% or $90,963 at 6%; with 100% employer match about $102,333 at 4% or $68,222 at 6%.
Unisource Energy Inc. 401K Profit Sharing Plan-6$152,674$49,120$8,187iApproximate average salary by contribution assumption: employee only about $204,667 at 4% or $136,444 at 6%; with 50% employer match about $136,444 at 4% or $90,963 at 6%; with 100% employer match about $102,333 at 4% or $68,222 at 6%.
201015$127,473$40,926$8,185iApproximate average salary by contribution assumption: employee only about $204,630 at 4% or $136,420 at 6%; with 50% employer match about $136,420 at 4% or $90,947 at 6%; with 100% employer match about $102,315 at 4% or $68,210 at 6%.
Unisource Energy Inc. 401K Profit Sharing Plan-5$127,473$40,926$8,185iApproximate average salary by contribution assumption: employee only about $204,630 at 4% or $136,420 at 6%; with 50% employer match about $136,420 at 4% or $90,947 at 6%; with 100% employer match about $102,315 at 4% or $68,210 at 6%.
200916$191,350$51,304$8,551iApproximate average salary by contribution assumption: employee only about $213,767 at 4% or $142,511 at 6%; with 50% employer match about $142,511 at 4% or $95,007 at 6%; with 100% employer match about $106,883 at 4% or $71,256 at 6%.
Unisource Energy Inc. 401K Profit Sharing Plan-6$191,350$51,304$8,551iApproximate average salary by contribution assumption: employee only about $213,767 at 4% or $142,511 at 6%; with 50% employer match about $142,511 at 4% or $95,007 at 6%; with 100% employer match about $106,883 at 4% or $71,256 at 6%.
200715$0$0-
Unisource Energy Inc. 401K Profit Sharing Plan-5---
200615$2,033,984$136,403$27,281iApproximate average salary by contribution assumption: employee only about $682,015 at 4% or $454,677 at 6%; with 50% employer match about $454,677 at 4% or $303,118 at 6%; with 100% employer match about $341,008 at 4% or $227,338 at 6%.
Unisource Energy Inc. 401K Profit Sharing Plan-5$2,033,984$136,403$27,281iApproximate average salary by contribution assumption: employee only about $682,015 at 4% or $454,677 at 6%; with 50% employer match about $454,677 at 4% or $303,118 at 6%; with 100% employer match about $341,008 at 4% or $227,338 at 6%.
200516$2,714,554$125,786$20,964iApproximate average salary by contribution assumption: employee only about $524,108 at 4% or $349,406 at 6%; with 50% employer match about $349,406 at 4% or $232,937 at 6%; with 100% employer match about $262,054 at 4% or $174,703 at 6%.
Unisource Energy Inc. 401K Profit Sharing Plan-6$2,714,554$125,786$20,964iApproximate average salary by contribution assumption: employee only about $524,108 at 4% or $349,406 at 6%; with 50% employer match about $349,406 at 4% or $232,937 at 6%; with 100% employer match about $262,054 at 4% or $174,703 at 6%.
200415$2,378,750$108,464$21,693iApproximate average salary by contribution assumption: employee only about $542,320 at 4% or $361,547 at 6%; with 50% employer match about $361,547 at 4% or $241,031 at 6%; with 100% employer match about $271,160 at 4% or $180,773 at 6%.
Unisource Energy Inc. 401K Profit Sharing Plan-5$2,378,750$108,464$21,693iApproximate average salary by contribution assumption: employee only about $542,320 at 4% or $361,547 at 6%; with 50% employer match about $361,547 at 4% or $241,031 at 6%; with 100% employer match about $271,160 at 4% or $180,773 at 6%.
200315$0$0-
Unisource Energy Inc. 401K Profit Sharing Plan-5---
200215$0$0-
Unisource Energy Inc. 401K Profit Sharing Plan-5---
200124$0$0-
Unisource Energy Inc. 401K Profit Sharing Plan-4---
UNISOURCE ENERGY, INC. PROFIT SHARING PLAN-0---