Ugi Utilities 401(k) and pension plans

Ugi Utilities, Inc., Denver, PA. EIN 23-1174060. Annual reports 2009–2025.

Ugi Utilities, Inc. has 2 active retirement plans on file. The largest is the Ugi Utilities, Inc. Savings Plan, with 3,662 participants and $714 million in assets in 2025. Fidelity has been its recordkeeper since 2010.

Active plans: 2
Participants: 6,872
Plan assets: $1.2 billion
401(k) recordkeeper: Fidelity
Plans on file: 2
Industry: Utilities

All 2 plans

Active plans first

Ugi Utilities, Inc. Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 008Employer EIN 23-1174060
Participants (2025): 3,662
Net assets (2025): $714 million
Recordkeeper: Fidelity2010–2025
Plan administrator: Ugi Utilities, Inc.
1 Ugi Drive
Denver, PA 17517
(610) 796-3400As filed for 2025
In effect since: January 1, 1985

Plans merged into this one: Mountaineer Gas Company Employee Savings Plan (2022).

Year by year, 2010 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	3,662	$714 million	Fidelity
2024	3,575	$618 million	Fidelity
2023	3,630	$552 million	Fidelity
2022	3,161	$476 million	Fidelity
2021	3,104	$516 million	Fidelity
2020	2,705	$425 million	Fidelity
2019	2,672	$357 million	Fidelity
2018	2,532	$298 million	Fidelity
2017	2,455	$300 million	Fidelity
2016	2,281	$255 million	Fidelity
2015	2,215	$226 million	Fidelity
2014	2,107	$229 million	Fidelity
2013	1,997	$201 million	Fidelity
2012	1,932	$164 million	Fidelity
2011	1,926	$146 million	Fidelity
2010	1,910	$144 million	Fidelity

Retirement Income Plan for Employees of Ugi Utilities, Inc.

Pension (defined benefit)Active

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

Plan number: 001Employer EIN 23-1174060
Participants (2024): 3,210
Net assets (2024): $516 million
Last listed administrator: Berwyn Group2022
Plan administrator: Retirement Committee
1 Ugi Drive
Denver, PA 17517
(610) 796-3400As filed for 2024
In effect since: July 1, 1954

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	3,210	$516 million	not listed
2023	3,269	$514 million	not listed
2022	3,325	$483 million	Berwyn Group
2021	3,421	$656 million	not listed
2020	3,497	$622 million	not listed
2019	3,561	$553 million	not listed
2018	3,617	$489 million	not listed
2017	3,675	$522 million	not listed
2016	3,769	$469 million	not listed
2015	3,833	$444 million	not listed
2014	3,971	$457 million	not listed
2013	3,963	$425 million	not listed
2012	4,034	$359 million	not listed
2011	4,092	$323 million	not listed
2010	4,151	$315 million	not listed
2009	3,451	$238 million	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Ugi Utilities, Inc. Savings 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) 796-3400). That number was filed for 2025; 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

Ugi Utilities, Inc. Savings Plan

Retirement Income Plan for Employees of Ugi Utilities, Inc.

If you had money in one of these plans

What these numbers are

Other utilities employers in PA