401(k) · DOL Form 5500 · 2022

Southwest Water Company 401(k) Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
468
Participants Below avg headcount
89th
Percentile by assets National rank
$126,639
Avg per participant Near avg balance/head
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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.

  • #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.

#434
in Utilities (738 peers)
-17.5%
assets change YoY
0.6×
vs typical plan assets (national mean)

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.

401(k) Retirement and Savings Plan for Southwest Water Company's outsized position 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 $2,050,000,000 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

401(k) Retirement and Savings Plan for Southwest Water Company 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. 401(k) Retirement and Savings Plan for Southwest Water Company sits mid-pack in the medium band (468 participants).

EBSA filing schedule strip

Filing strip 951840947 · Southwest Water Company PY 2022 · 401(k)

401(k) Retirement and Savings Plan for Southwest Water Company · $59M · 468 · 89th

  • BOY $59M
  • SCH 468
  • EBSA 89th
  • PART 401(k)
  • TYPE near Ivyrehab Physical Therapy PLLC 401(k) Profit Sharing Plan
  • NET ind #434

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 →

401(k) Retirement and Savings Plan for Southwest Water Company in the asset neighbourhood

The Wawanesa Salary Deferral PlanThe Wawanesa Salary Deferral…$59M401(k) Retirement and Savings Plan for Southwest Water Company401(k) Retirement and Saving…$59MIvyrehab Physical Therapy PLLC 401(k) Profit Sharing PlanIvyrehab Physical Therapy PL…$59MYork Capital Management 401(k) PlanYork Capital Management 401(…$59MIda Grove Bancshares, Inc. ESOP with 401(k) Provisions and Trust AgreementIda Grove Bancshares, Inc. E…$59M
End-of-year total assets ($M) among 401(k) Retirement and Savings Plan for Southwest Water Company and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Southwest Water Company plans reported in each filing year

Latest sponsor-wide plan assets
$86M 45.53543118537153% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $59.3M $86.3M ▲ +45.5%
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 ($B) Participants 401(k) Retirement and Savings Plan for Southwest Water Company, Total assets ($B): 0.059267224 · Participants: 468401(k) Retirement and Savings Plan for Southwest Water CompanyWells 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
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 Southwest Water Company side-by-side with 3 peers →

401(k) Retirement and Savings Plan for Southwest Water Company's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Ivyrehab Physical Therapy PLLC 401(k) Profit Sharing Plan in NY ($59M); by covered participants it is Ergotron 401(k) Savings Plan in MN (468 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (468 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 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).
Which 401(k) plans cover a similar participant headcount to 401(k) Retirement and Savings Plan for Southwest Water Company? ▼
Among 401(k) plans in other states, the closest by covered participants is Ergotron 401(k) Savings Plan in MN (468 participants, $91M 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 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.