Essential Utilities 401(k) and pension plans

Essential Utilities, Inc., Bryn Mawr, PA. EIN 23-1702594. Annual reports 2009–2024. Also filed as Aqua America, Inc.

Essential Utilities, Inc. has 2 active retirement plans on file. The largest is the Essential Utilities, Inc. 401(k) Plan, with 4,094 participants and $623 million in assets in 2024. Fidelity has been its recordkeeper since 2023.

Active plans: 2
Participants: 6,146
Plan assets: $923 million
401(k) recordkeeper: Fidelity
Plans on file: 2
Industry: Utilities

All 2 plans

Active plans first

Essential Utilities, Inc. 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 005Employer EIN 23-1702594
Participants (2024): 4,094
Net assets (2024): $623 million
Recordkeeper: FidelityEarlier: T. Rowe Price (2009–2022)
Plan administrator: Essential Utilities, Inc.
762 W. Lancaster Avenue
Bryn Mawr, PA 19010
(610) 645-4221As filed for 2024
In effect since: April 1, 2003

Plans merged into this one: PNG Companies LLC Salaried Savings Plan (2022).

Earlier sponsor: Aqua America, Inc. (2009–2018).

Earlier plan names: Aqua America, Inc. 401(k) Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	4,094	$623 million	Fidelity
2023	4,138	$558 million	Fidelity
2022	4,377	$503 million	T. Rowe Price
2021	2,206	$326 million	T. Rowe Price
2020	2,190	$290 million	T. Rowe Price
2019	2,167	$260 million	T. Rowe Price
2018	2,148	$206 million	T. Rowe Price
2017	2,097	$223 million	T. Rowe Price
2016	2,077	$190 million	T. Rowe Price
2015	2,055	$185 million	T. Rowe Price
2014	1,988	$179 million	T. Rowe Price
2013	1,981	$171 million	T. Rowe Price
2012	2,473	$146 million	T. Rowe Price
2011	2,351	$132 million	T. Rowe Price
2010	2,261	$129 million	T. Rowe Price
2009	1,924	$106 million	T. Rowe Price

Essential Utilities, Inc. Pension Plan

Pension (defined benefit)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 23-1702594
Participants (2024): 2,052
Net assets (2024): $299 million
Plan administrator: Essential Utilities, Inc.
762 West Lancaster Avenue
Bryn Mawr, PA 19010
(610) 525-1400As filed for 2024
In effect since: January 1, 1944

Plans merged into this one: PNG Companies LLC Pension Plan (2020).

Earlier sponsor: Aqua America, Inc. (2009–2019).

Earlier plan names: Retirement Income Plan for Aqua America, Inc. and Subsidiaries; Retirement and Income Plan for Aqua America, Inc. and Subsidiaries.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,052	$299 million	not listed
2023	2,305	$322 million	not listed
2022	2,436	$353 million	not listed
2021	2,533	$458 million	not listed
2020	2,647	$441 million	not listed
2019	1,288	$280 million	not listed
2018	1,347	$247 million	not listed
2017	1,393	$283 million	not listed
2016	1,446	$257 million	not listed
2015	1,493	$246 million	not listed
2014	1,522	$258 million	not listed
2013	1,771	$250 million	not listed
2012	1,798	$206 million	not listed
2011	1,743	$167 million	not listed
2010	1,761	$163 million	not listed
2009	1,775	$139 million	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Essential Utilities, Inc. 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((610) 645-4221). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Essential Utilities, Inc. 401(k) Plan

Essential Utilities, Inc. Pension Plan

If you had money in one of these plans

What these numbers are

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