Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
ProfitSharing
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LAKE MURRAY UTILITY GROUP, INC. PROFIT SHARING PLAN | ProfitSharing | $1.9M | 20 | 2025 | |
| 002 | LAKE MURRAY UTILITY GROUP, INC. CASH BALANCE PENSION PLAN | CashBalance | $908K | 18 | 2025 |