401(k) · DOL Form 5500 · 2022

Southwest Water Company 401(k) Plan

Data updated 2026-08-11

$59M
Total assets
468
Participants
89th
Percentile by assets
$126,639
Avg per participant
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Official DOL plan name: 401(k) Retirement and Savings Plan for Southwest Water Company · Sponsored by Southwest Water Company · California · Utilities

$59M in assets, 468 participants

Southwest Water Company's 401(k) Retirement and Savings Plan for Southwest Water Company reported $59M in total assets and 468 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • 89th percentile by assets (of 139,126 plans)
  • #434 in Utilities (738 peers)

Utilities sector rank

Within Utilities, 401(k) Retirement and Savings Plan for Southwest Water Company ranks #434 of 738 2022 filers by assets (906% of the sector average)-$59M for 468 participants.

$59M
total plan assets (2022 EOY)
468
covered participants
89th
percentile by assets (of 139,126 plans)
$126,639
avg assets per participant

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where 401(k) Retirement and Savings Plan for Southwest Water Company sits by total assets

401(k) Retirement and Savings Plan for Southwest Water Company vs every filed plan by assets

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

$59,267,224 Top 11% higher than 89% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
California
Industry
Utilities

Rank #434 in Utilities

Among 738 Utilities plans that filed a Form 5500 for plan year 2022, 401(k) Retirement and Savings Plan for Southwest Water Company ranks #434 by end-of-year assets - about 906% of the sector average of $537M. Nationally it sits in the 89th percentile, a weaker position within its industry than across all filers.

Utilities filing particulars

Total Assets (Beginning of Year)$72M
Net Assets (End of Year)$59M
Net Income-$13M
Employer EIN951840947
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwest Water Company)

$50M$60M$70M$80M$90M 202220232024 $59.3M $86.3M ▲ +45.5%
Total plan assets by year, all Southwest Water Company plans on file
Year Plans Participants Total Assets
2022 1 468 $59M
2023 1 487 $73M
2024 1 526 $86M

Nearby 401(k) Plans in California

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

401(k) Retirement and Savings Plan for Southwest Water Company vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants 401(k) Retirement an…, Total assets ($B): 0.059267224 · Participants: 468401(k) Retirement an…Wells Fargo & Compan…, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Compan…Google LLC 401(k) Sa…, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 4…Chevron Employee Sav…, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Sav…Intel 401(k) Savings…, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings…
401(k) Retirement and Savings Plan for Southwest Water Company vs. nearby 401(k) plans in California, assets vs. participants
Compare 401(k) Retirement and Savings Plan for S… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to 401(k) Retirement and Savings Plan for Southwest Water Company by total assets, not by location.

Frequently Asked Questions

How did 401(k) Retirement and Savings Plan for Southwest Water Company assets move in 2022? ▼
401(k) Retirement and Savings Plan for Southwest Water Company declined sharply - down 17.5% during 2022, from $72M to $59M. Reported net income was -$13M.
How have Southwest Water Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwest Water Company's sponsor-wide assets grew 45.5%, from $59M to $86M.
Where does 401(k) Retirement and Savings Plan for Southwest Water Company rank by assets among Form 5500 filers? ▼
401(k) Retirement and Savings Plan for Southwest Water Company ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to 401(k) Retirement and Savings Plan for Southwest Water Company? ▼
Among 401(k) plans in other states, the closest by assets is Ivyrehab Physical Therapy PLLC 401(k) Profit Sharing Plan in NY ($59M, 3,176 participants).

Next read for 401(k) Retirement and Savings Plan for S…

Filing takeaways

Ways to act on 401(k) Retirement and Savings Plan for Southwest Water Company's numbers.

  • By total assets, 401(k) Retirement and Savings Plan for Southwest Water Company ranks in the top quartile 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
  • Southwest Water Company's sponsor-wide assets have grown 45.5% since 2022 across 3 plan years on file. More Utilities plans

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 951840947.

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.