401(k) · DOL Form 5500 · 2022
San Jose Water Company 401(k) Plan
Data updated 2026-08-11
- $110M
- Total assets
- 399
- Participants
- 93rd
- Percentile by assets
- $276,613
- Avg per participant
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.
- 93rd percentile by assets (of 139,126 plans)
- #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.
- $110M
- total plan assets (2022 EOY)
- 399
- covered participants
- 93rd
- percentile by assets (of 139,126 plans)
- $276,613
- avg assets per participant
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.
Where San Jose Water Company Salary Deferral Plan sits 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
Rank #488 in Utilities
Among 738 Utilities plans that filed a Form 5500 for plan year 2022, San Jose Water Company Salary Deferral Plan ranks #488 by end-of-year assets - about 486% of the sector average of $537M. Nationally it sits in the 93rd percentile, a weaker position within its industry than across all filers.
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)
| 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to San Jose Water Company Salary Deferral Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did San Jose Water Company Salary Deferral Plan assets move in 2022? ▼
How have San Jose Water Company plan assets changed over time? ▼
Where does San Jose Water Company Salary Deferral Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to San Jose Water Company Salary Deferral Plan? ▼
Next read for San Jose Water Company Salary Deferral P…
Filing takeaways
Ways to act on San Jose Water Company Salary Deferral Plan's numbers.
- By total assets, San Jose Water Company Salary Deferral Plan ranks in the top 10% 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
- San Jose Water Company's sponsor-wide assets have grown 25.6% since 2022 across 3 plan years on file. More Utilities plans