Defined Benefit (Pension) · DOL Form 5500 · 2022
San Jose Water Company Pension Plan
Data updated 2026-08-11
- $177M
- Total assets
- 357
- Participants
- 95th
- Percentile by assets
- $495,603
- Avg per participant
Official DOL plan name: Retirement Plan of San Jose Water Company · Sponsored by San Jose Water Company · California · Utilities
$177M in assets, 357 participants
San Jose Water Company's Retirement Plan of San Jose Water Company reported $177M in total assets and 357 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 139,126 plans)
- #535 in Utilities (738 peers)
Utilities sector rank
Within Utilities, Retirement Plan of San Jose Water Company ranks #535 of 738 2022 filers by assets (303% of the sector average)-$177M for 357 participants.
- $177M
- total plan assets (2022 EOY)
- 357
- covered participants
- 95th
- percentile by assets (of 139,126 plans)
- $495,603
- avg assets per participant
The plan reported a net loss of $35M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Rank #535 in Utilities
Among 738 Utilities plans that filed a Form 5500 for plan year 2022, Retirement Plan of San Jose Water Company ranks #535 by end-of-year assets - about 303% of the sector average of $537M. Nationally it sits in the 95th percentile, a weaker position within its industry than across all filers.
Utilities filing particulars
| Total Assets (Beginning of Year) | $212M |
|---|---|
| Net Assets (End of Year) | $177M |
| Net Income | -$35M |
| Employer EIN | 940838465 |
| Plan Effective Date | 1950-11-01 |
| 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 Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Retirement Plan of San Jose Water Company 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 Retirement Plan of San Jose Water Company by total assets, not by location.
- Retirement Plan for Employees of Woods Hole Oceanographic Institution (MA) $177M · 329
- Dairy Farmers of America, Inc. Retirement Plan (KS) $177M · 385
- Harsco Employees Pension Plan (PA) $177M · 198
- IBEW Local 716 Pension Plan (TX) $177M · 2,200
Frequently Asked Questions
How did Retirement Plan of San Jose Water Company assets move in 2022? ▼
How have San Jose Water Company plan assets changed over time? ▼
Where does Retirement Plan of San Jose Water Company rank by assets among Form 5500 filers? ▼
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Next read for Retirement Plan of San Jose Water Compan…
Filing takeaways
Ways to act on Retirement Plan of San Jose Water Company's numbers.
- By total assets, Retirement Plan of San Jose Water Company ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) 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