Defined Benefit (Pension) · DOL Form 5500 · 2022

California Water Service Company Pension Plan

Data updated 2026-08-25

$738M
Total assets Above avg plan size
1,179
Participants Near avg headcount
99th
Percentile by assets National rank
$626,083
Avg per participant High balance/head
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Official DOL plan name: California Water Service Company Pension Plan · Sponsored by California Water Service Company · California · Utilities

$738M in assets, 1,179 participants

California Water Service Company's California Water Service Company Pension Plan reported $738M in total assets and 1,179 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.

  • #639 in Utilities (738 peers)

Where California Water Service Company Pension Plan sits by assets

California Water Service Company Pension Plan sits among the largest 1% of all filed plans, $738M for 1,179 participants (~$626,083/participant), down 21.0% in 2022.

#639
in Utilities (738 peers)
-21.0%
assets change YoY
7.4×
vs typical plan assets (national mean)

The plan reported a net loss of $196M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

California Water Service Company Pension Plan's outsized position by total assets

California Water Service Company Pension Plan vs every filed plan by assets

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

$738,152,162 Top 1% higher than 99% 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 Water Service Company Pension Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. California Water Service Company Pension Plan lands in the large band (1,179 participants).

EBSA filing schedule strip

Filing strip 940362795 · California Water Service Company PY 2022 · Defined Benefit (Pension)

California Water Service Company Pension Plan · $738M · 1,179 · 99th

  • TYPE $738M
  • NET 1,179
  • BOOK 99th
  • VS-ST Defined Benefit (Pension)
  • BOY near Bwxt Retirement Plan
  • SCH ind #639

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 Water Service Company Pension Plan in the asset neighbourhood

Operating Eng Cons Ind Misc. Pension FundOperating Eng Cons Ind Misc.…$742MModern Woodmen of America Employees' Retirement PlanModern Woodmen of America Em…$741MTranscanada USA Services Inc. Retirement PlanTranscanada USA Services Inc…$741MBwxt Retirement Plan$739MCalifornia Water Service Company Pension PlanCalifornia Water Service Com…$738M
End-of-year total assets ($M) among California Water Service Company Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$935M
Net Assets (End of Year)$738M
Net Income-$196M
Employer EIN940362795
Plan Effective Date1950-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (California Water Service Company)

Sponsor-wide plan assets over time

All California Water Service Company plans reported in each filing year

Latest sponsor-wide plan assets
$1.3B 22.69580060207888% vs 2022
2024 filing year
$1B$1.1B$1.2B$1.3B 202220232024 $1.03B $1.26B ▲ +22.3%
Year Plans Participants Total Assets
2022 2 2,388 $1.0B
2023 2 2,436 $1.2B
2024 2 2,513 $1.3B

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

California Water Service Company Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants California Water Service Company Pension Plan, Total assets ($B): 0.738152162 · Participants: 1179California Water Service Company Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
California Water Service Company Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare California Water Service Company Pension Plan side-by-side with 3 peers →

California Water Service Company Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Bwxt Retirement Plan in VA ($739M); by covered participants it is Mack UAW Pension Plan in NC (1,180 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($738M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,179 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 Water Service Company Pension Plan assets move in 2022? ▼
California Water Service Company Pension Plan declined sharply - down 21.0% during 2022, from $935M to $738M. Reported net income was -$196M.
How have California Water Service Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), California Water Service Company's sponsor-wide assets grew 22.7%, from $1.0B to $1.3B.
Where does California Water Service Company Pension Plan rank by assets among Form 5500 filers? ▼
California Water Service Company Pension Plan ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to California Water Service Company Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Bwxt Retirement Plan in VA ($739M, 1,995 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to California Water Service Company Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Mack UAW Pension Plan in NC (1,180 participants, $869M 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 940362795.

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.