Defined Benefit (Pension) · DOL Form 5500 · 2022
California Water Service Company Pension Plan
Data updated 2026-08-11
- $738M
- Total assets
- 1,179
- Participants
- 99th
- Percentile by assets
- $626,083
- Avg per participant
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.
- 99th percentile by assets (of 139,126 plans)
- #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.
- $738M
- total plan assets (2022 EOY)
- 1,179
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $626,083
- avg assets per participant
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 vs the 2022 asset distribution
By assets, California Water Service Company Pension Plan outranks 99% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 7.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $935M |
|---|---|
| Net Assets (End of Year) | $738M |
| Net Income | -$196M |
| Employer EIN | 940362795 |
| Plan Effective Date | 1950-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (California Water Service Company)
| 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
- Kaiser Permanente Retirement Plan $31.9B · 126,331
- Pacific Gas and Electric Company Retirement Plan $17.1B · 25,709
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.4B · 19,326
- Disney Salaried Pension Plan D $9.2B · 11,405
- Wells Fargo & Company Cash Balance Plan $8.8B · 59,141
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to California Water Service Company Pension Plan by total assets, not by location.
- Bwxt Retirement Plan (VA) $739M · 1,995
- Transcanada USA Services Inc. Retirement Plan (TX) $741M · 1,072
- Modern Woodmen of America Employees' Retirement Plan (IL) $741M · 954
- Operating Eng Cons Ind Misc. Pension Fund (PA) $742M · 4,222
Frequently Asked Questions
How did California Water Service Company Pension Plan assets move in 2022? ▼
How have California Water Service Company plan assets changed over time? ▼
Where does California Water Service Company Pension Plan rank by assets among Form 5500 filers? ▼
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Next read for California Water Service Company Pension…
Scale reading
Ways to act on California Water Service Company Pension Plan's numbers.
- By total assets, California Water Service Company Pension Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
- California Water Service Company's sponsor-wide assets have grown 22.7% since 2022 across 3 plan years on file. More Utilities plans