401(k) · DOL Form 5500 · 2022

California Independent System Operator Corporation 401(k) Plan

Data updated 2026-08-11

$332M
Total assets
640
Participants
97th
Percentile by assets
$519,372
Avg per participant
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Official DOL plan name: California Iso Retirement Savings Benefits Plan · Sponsored by California Independent System Operator Corporation · California · Utilities

$332M in assets, 640 participants

California Independent System Operator Corporation's California Iso Retirement Savings Benefits Plan reported $332M in total assets and 640 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • 97th percentile by assets (of 139,126 plans)
  • #584 in Utilities (738 peers)

Where California Iso Retirement Savings Benefits Plan sits by assets

California Iso Retirement Savings Benefits Plan sits in the top 5% of all filed plans by assets, $332M for 640 participants (~$519,372/participant), down 16.5% in 2022.

$332M
total plan assets (2022 EOY)
640
covered participants
97th
percentile by assets (of 139,126 plans)
$519,372
avg assets per participant

The plan reported a net loss of $66M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State
Industry

California Iso Retirement Savings Benefits Plan vs the 2022 asset distribution

By assets, California Iso Retirement Savings Benefits Plan outranks 97% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 3.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$398M
Net Assets (End of Year)$332M
Net Income-$66M
Employer EIN943274043
Plan Effective Date1997-05-05
Filing StatusFILING RECEIVED

Sponsor Plan History (California Independent System Operator Corporation)

$300M$350M$400M$450M$500M 202220232024 $332M $443M ▲ +33.4%
Total plan assets by year, all California Independent System Operator Corporation plans on file
Year Plans Participants Total Assets
2022 1 640 $332M
2023 1 666 $385M
2024 1 717 $443M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

California Iso Retirement Savings Benefits Plan vs. nearby 401(k) plans in California, assets vs. participants

California Iso Retirement Savings Benefits Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -1001020304050 Total assets ($B) Participants California Iso Retir…Wells Fargo & Compan…Google LLC 401(k) Sa…Oracle Corporation 4…Chevron Employee Sav…Intel 401(k) Savings…
California Iso Retirement Savings Benefits Plan vs. nearby 401(k) plans in California, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to California Iso Retirement Savings Benefits Plan by total assets, not by location.

Frequently Asked Questions

How did California Iso Retirement Savings Benefits Plan assets move in 2022?
California Iso Retirement Savings Benefits Plan declined sharply - down 16.5% during 2022, from $398M to $332M. Reported net income was -$66M.
How have California Independent System Operator Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), California Independent System Operator Corporation's sponsor-wide assets grew 33.4%, from $332M to $443M.
Where does California Iso Retirement Savings Benefits Plan rank by assets among Form 5500 filers?
California Iso Retirement Savings Benefits Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to California Iso Retirement Savings Benefits Plan?
Among 401(k) plans in other states, the closest by assets is The Sharp Employees Savings and Investment Plan in NJ ($332M, 1,594 participants).

Next read for California Iso Retirement Savings Benefi…

Scale reading

Ways to act on California Iso Retirement Savings Benefits Plan's numbers.

  • By total assets, California Iso Retirement Savings Benefits Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
  • California Independent System Operator Corporation's sponsor-wide assets have grown 33.4% since 2022 across 3 plan years on file. More Utilities plans