Money Purchase · DOL Form 5500 · 2022
South Mesa Water Company Money Purchase Plan
Data updated 2026-08-11
- $287K
- Total assets
- 11
- Participants
- 13th
- Percentile by assets
- $26,090
- Avg per participant
Official DOL plan name: South Mesa Water Company Amended and Restated Money Purchase Plan · Sponsored by South Mesa Water Company · California · Utilities
$287K in assets, 11 participants
South Mesa Water Company's South Mesa Water Company Amended and Restated Money Purchase Plan reported $287K in total assets and 11 participants in its 2022 DOL Form 5500 filing, ranking in the 13th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 13th percentile by assets (of 139,126 plans)
- #18 in Utilities (738 peers)
2022 asset change
South Mesa Water Company Amended and Restated Money Purchase Plan declined sharply 17.6% in 2022 ($348K → $287K) for 11 participants.
- $287K
- total plan assets (2022 EOY)
- 11
- covered participants
- 13th
- percentile by assets (of 139,126 plans)
- $26,090
- avg assets per participant
The plan reported a net loss of $61K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where South Mesa Water Company Amended and Restated Money Purchase Plan sits by total assets
South Mesa Water Company Amended and Restated Money Purchase Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$286,988 13th percentile higher than 13% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
2022 asset move for South Mesa Water Company Amended and Restated Money Purchase Plan
Year over year, total assets declined sharply from $348K at the start of 2022 to $287K at year-end (down 17.6%). Net assets closed at $287K; reported net income -$61K.
South Mesa Water Company years around the 2022 move
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 11 | $287K |
| 2023 | 1 | 7 | $299K |
| 2024 | 1 | N/A | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $348K |
|---|---|
| Net Assets (End of Year) | $287K |
| Net Income | -$61K |
| Employer EIN | 951239350 |
| Plan Effective Date | 1967-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $5.9B · 17,035
- Kaiser Permanente Supplemental Savings and Retirement Plan $4.3B · 36,448
- University of Southern California Defined Contribution Retirement Plan $3.8B · 20,087
- Carpenters Annuity Trust Fund for Northern California $3.0B · 26,442
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.0B · 22,792
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to South Mesa Water Company Amended and Restated Money Purchase Plan by total assets, not by location.
Frequently Asked Questions
How did South Mesa Water Company Amended and Restated Money Purchase Plan assets move in 2022? ▼
Where does South Mesa Water Company Amended and Restated Money Purchase Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to South Mesa Water Company Amended and Restated Money Purchase Plan? ▼
Next read for South Mesa Water Company Amended and Res…
2022 change
Ways to act on South Mesa Water Company Amended and Restated Money Purchase Plan's numbers.
- By total assets, South Mesa Water Company Amended and Restated Money Purchase Plan ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans