Ugi Utilities 401(k) match, vesting and fees
What Ugi Utilities' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Wipfli LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 87 defined-contribution plans in utilities with 1,000 to 4,999 participants.
| Ugi Utilities: employer contribution per participant | $3,491 | |
| Peer median | $5,188 |
| Ugi Utilities: average balance | $177,767 | |
| Peer median | $183,243 |
| Ugi Utilities: admin expenses ÷ assets | 0.04% | |
| Peer median | 0.09% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $552M at the end of plan year 2023 to $618M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 3,575 | $618M | $12.1M | $3,491 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 3,630 | $552M | $12.6M | $3,502 | 0.04% | Not published | Form 5500 ↗ |
Other Ugi Utilities plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Retirement Income Plan for Employees of Ugi Utilities, Inc.
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Wipfli LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Ugi Utilities match 401(k) contributions?
The match terms for the Ugi Utilities, Inc. Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $12.1M in employer contributions, about $3,491 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Ugi Utilities 401(k) match vested?
The vesting schedule for the Ugi Utilities, Inc. Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Ugi Utilities 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Ugi Utilities, Inc..
I left Ugi Utilities. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Ugi Utilities, Inc., (610) 796-3400) or the recordkeeper, Fidelity Investments Institutional. The Ugi Utilities old 401(k) page lists the contacts from every plan filing. Find an old Ugi Utilities 401(k)
Data from the public Form 5500 annual reports Ugi Utilities filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Ugi Utilities. Not financial advice. Report a correction · Methodology