401(k) · DOL Form 5500 · 2022
San Jose Water Company 401(k) Plan
Data updated 2026-08-25
- $110M
- Total assets Near avg plan size
- 399
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $276,613
- Avg per participant High balance/head
Official DOL plan name: San Jose Water Company Salary Deferral Plan · Sponsored by San Jose Water Company · California · Utilities
$110M in assets, 399 participants
San Jose Water Company's San Jose Water Company Salary Deferral Plan reported $110M in total assets and 399 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- #488 in Utilities (738 peers)
Utilities sector rank
Within Utilities, San Jose Water Company Salary Deferral Plan ranks #488 of 738 2022 filers by assets (486% of the sector average)-$110M for 399 participants.
- #488
- in Utilities (738 peers)
- -12.4%
- assets change YoY
- 1.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
San Jose Water Company Salary Deferral Plan's outsized position by total assets
San Jose Water Company Salary Deferral Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$110,368,516 Top 7% higher than 93% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
San Jose Water Company Salary Deferral 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. San Jose Water Company Salary Deferral Plan sits mid-pack in the medium band (399 participants).
Published 5500 schedule card
Filing strip 940838465 · San Jose Water Company PY 2022 · 401(k)
San Jose Water Company Salary Deferral Plan · $110M · 399 · 93rd
- PHOTO $110M
- PHOTO 399
- PHOTO 93rd
- PHOTO 401(k)
- PHOTO near Ngmeo Profit Sharing Plan
- PHOTO ind #488
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 →
San Jose Water Company Salary Deferral Plan in the asset neighbourhood
Utilities filing particulars
| Total Assets (Beginning of Year) | $126M |
|---|---|
| Net Assets (End of Year) | $110M |
| Net Income | -$16M |
| Employer EIN | 940838465 |
| Plan Effective Date | 1969-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (San Jose Water Company)
Sponsor-wide plan assets over time
All San Jose Water Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $361M 25.585669862334466% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 756 | $287M |
| 2023 | 2 | 884 | $329M |
| 2024 | 2 | 920 | $361M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
San Jose Water Company Salary Deferral Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Ngmeo Profit Sharing Plan in IA ($110M); by covered participants it is Umlaut Group 401(k) Plan in MI (399 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($110M here).
- Ngmeo Profit Sharing Plan (IA) $110M · 138
- Bricker & Eckler LLP 401(k) Plan (OH) $110M · 213
- Iea Group Savings Plan (IN) $110M · 1,130
- Spok Holdings, Inc. Savings and Retirement Plan (VA) $110M · 551
Similar participant headcount
Nearest other-state filings by covered participants (399 participants); asset peers above are excluded.
- Umlaut Group 401(k) Plan (MI) 399 · 0 off
- Jjb Pizza 401(k) Plan (MS) 399 · 0 off
- Fusion Solutions 401(k) Plan (TX) 399 · 0 off
- Walther Farms LLC 401(k) Plan (MI) 399 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.