Money Purchase · DOL Form 5500 · 2022

South Mesa Water Company Money Purchase Plan

Data updated 2026-08-25

$287K
Total assets Small plan by assets
11
Participants Small participant base
13th
Percentile by assets National rank
$26,090
Avg per participant Low balance/head
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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.

  • #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.

#18
in Utilities (738 peers)
-17.6%
assets change YoY

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.

South Mesa Water Company Amended and Restated Money Purchase Plan among the smaller filed plans by 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

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

South Mesa Water Company Amended and Restated Money Purchase Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. South Mesa Water Company Amended and Restated Money Purchase Plan is a small filing (11 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 951239350 · South Mesa Water Company PY 2022 · Money Purchase

South Mesa Water Company Amended and Restated Money Purchase Plan · $287K · 11 · 13th

  • PHOTO $287K
  • IND 11
  • EOY 13th
  • 5500 Money Purchase
  • ASSETS near Mart Machine Inc Pension Plan
  • PCT ind #18

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Utilities retirement plans → · Plans in California →

South Mesa Water Company Amended and Restated Money Purchase Plan in the asset neighbourhood

South Mesa Water Company Amended and Restated Money Purchase PlanSouth Mesa Water Company Ame…$287KMart Machine Inc Pension Plan$286KRetirement Plan of Constance B. Mellon 1965 TrustRetirement Plan of Constance…$286KBadger Trading Co. Inc. Profit Sharing TrustBadger Trading Co. Inc. Prof…$288KRevere Enterprises Inc. Money Purchase Pension PlanRevere Enterprises Inc. Mone…$289K
End-of-year total assets ($M) among South Mesa Water Company Amended and Restated Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

South Mesa Water Company years around the 2022 move

Sponsor-wide plan assets over time

All South Mesa Water Company plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.1M$0.2M$0.3M$0.4M 202220232024 $0.29M $0M ▼ -100.0%
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 EIN951239350
Plan Effective Date1967-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in California

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

South Mesa Water Company Amended and Restated Money Purchase Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants South Mesa Water Company Amended and Restated Money Purchase Plan, Total assets ($B): 0.000286988 · Participants: 11South Mesa Water Company Amended and Restated Money Purchase PlanThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 5.882091384 · Participants: 17035The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 4.331783513 · Participants: 36448Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 3.768465559 · Participants: 20087University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 2.976996868 · Participants: 26442Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America-Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.04171549 · Participants: 22792Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan
South Mesa Water Company Amended and Restated Money Purchase Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare South Mesa Water Company Amended and Restated Money Purchase Plan side-by-side with 3 peers →

South Mesa Water Company Amended and Restated Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Mart Machine Inc Pension Plan in NJ ($286K); by covered participants it is Curtis Lumber & Plywood Terminal, Inc Money Purchase Pension Plan in VA (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did South Mesa Water Company Amended and Restated Money Purchase Plan assets move in 2022? ▼
South Mesa Water Company Amended and Restated Money Purchase Plan declined sharply - down 17.6% during 2022, from $348K to $287K. Reported net income was -$61K.
Where does South Mesa Water Company Amended and Restated Money Purchase Plan rank by assets among Form 5500 filers? ▼
South Mesa Water Company Amended and Restated Money Purchase Plan ranks in the 13th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to South Mesa Water Company Amended and Restated Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Mart Machine Inc Pension Plan in NJ ($286K, 1 participant).
Which Money Purchase plans cover a similar participant headcount to South Mesa Water Company Amended and Restated Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Curtis Lumber & Plywood Terminal, Inc Money Purchase Pension Plan in VA (11 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 951239350.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.