401(k) · DOL Form 5500 · 2022

California Independent System Operator Corporation 401(k) Plan

Data updated 2026-08-25

$332M
Total assets Above avg plan size
640
Participants Below avg headcount
97th
Percentile by assets National rank
$519,372
Avg per participant High balance/head
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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.

  • #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.

#584
in Utilities (738 peers)
-16.5%
assets change YoY
3.3×
vs typical plan assets (national mean)

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.

California Iso Retirement Savings Benefits Plan's outsized position by total assets

California Iso Retirement Savings Benefits Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$332,397,892 Top 3% higher than 97% 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

California Iso Retirement Savings Benefits Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. California Iso Retirement Savings Benefits Plan sits mid-pack in the medium band (640 participants).

EBSA filing schedule strip

Filing strip 943274043 · California Independent System Operator Corporation PY 2022 · 401(k)

California Iso Retirement Savings Benefits Plan · $332M · 640 · 97th

  • EIN $332M
  • RANK 640
  • PHOTO 97th
  • IND 401(k)
  • EOY near The Sharp Employees Savings and Investment Plan
  • 5500 ind #584

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 →

California Iso Retirement Savings Benefits Plan in the asset neighbourhood

Gbt 401(k) Plan$333MKinross Gold Retirement Plan$333MPoint72, L.P. 401(k) Plan$332MThe Sharp Employees Savings and Investment PlanThe Sharp Employees Savings …$332MCalifornia Iso Retirement Savings Benefits PlanCalifornia Iso Retirement Sa…$332M
End-of-year total assets ($M) among California Iso Retirement Savings Benefits Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All California Independent System Operator Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$443M 33.366907754035935% vs 2022
2024 filing year
$300M$350M$400M$450M$500M 202220232024 $332M $443M ▲ +33.4%
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 Scatter plot of 6 data points. -50000050000100000150000200000250000 -1001020304050 Total assets ($B) Participants California Iso Retirement Savings Benefits Plan, Total assets ($B): 0.332397892 · Participants: 640California Iso Retirement Savings Benefits PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
California Iso Retirement Savings Benefits Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare California Iso Retirement Savings Benefits Plan side-by-side with 3 peers →

California Iso Retirement Savings Benefits Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Sharp Employees Savings and Investment Plan in NJ ($332M); by covered participants it is Kinze Manufacturing, Inc. 401(k) Profit Sharing Plan in IA (640 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($332M here).

Similar participant headcount

Nearest other-state filings by covered participants (640 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 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).
Which 401(k) plans cover a similar participant headcount to California Iso Retirement Savings Benefits Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kinze Manufacturing, Inc. 401(k) Profit Sharing Plan in IA (640 participants, $70M 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 943274043.

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.