Defined Benefit (Pension) · DOL Form 5500 · 2022

San Jose Water Company Pension Plan

Data updated 2026-08-25

$177M
Total assets Near avg plan size
357
Participants Below avg headcount
95th
Percentile by assets National rank
$495,603
Avg per participant High balance/head
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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.

  • #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.

#535
in Utilities (738 peers)
-16.4%
assets change YoY
1.8×
vs typical plan assets (national mean)

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.

Retirement Plan of San Jose Water Company's outsized position by total assets

Retirement Plan of San Jose Water Company vs every filed plan by assets

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

$176,930,329 Top 5% higher than 95% 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

Retirement Plan of San Jose Water Company 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. Retirement Plan of San Jose Water Company sits mid-pack in the medium band (357 participants).

DOL schedule card

Filing strip 940838465 · San Jose Water Company PY 2022 · Defined Benefit (Pension)

Retirement Plan of San Jose Water Company · $177M · 357 · 95th

  • IND $177M
  • EOY 357
  • 5500 95th
  • ASSETS Defined Benefit (Pension)
  • PCT near Retirement Plan for Employees of Woods Hole Oceanographic Institution
  • EIN ind #535

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 →

Retirement Plan of San Jose Water Company in the asset neighbourhood

Harsco Employees Pension Plan$177MRetirement Plan for Employees of Woods Hole Oceanographic InstitutionRetirement Plan for Employee…$177MRetirement Plan of San Jose Water CompanyRetirement Plan of San Jose …$177MDairy Farmers of America, Inc. Retirement PlanDairy Farmers of America, In…$177MIBEW Local 716 Pension Plan$177M
End-of-year total assets ($M) among Retirement Plan of San Jose Water Company and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Utilities filing particulars

Total Assets (Beginning of Year)$212M
Net Assets (End of Year)$177M
Net Income-$35M
Employer EIN940838465
Plan Effective Date1950-11-01
Filing StatusFILING 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
$250M$300M$350M$400M 202220232024 $287M $361M ▲ +25.6%
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 Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Retirement Plan of San Jose Water Company, Total assets ($B): 0.176930329 · Participants: 357Retirement Plan of San Jose Water CompanyKaiser 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
Retirement Plan of San Jose Water Company vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Retirement Plan of San Jose Water Company side-by-side with 3 peers →

Retirement Plan of San Jose Water Company's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Woods Hole Oceanographic Institution in MA ($177M); by covered participants it is Lifespire Retirement Plan in NY (357 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($177M here).

Similar participant headcount

Nearest other-state filings by covered participants (357 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 Retirement Plan of San Jose Water Company assets move in 2022? ▼
Retirement Plan of San Jose Water Company declined sharply - down 16.4% during 2022, from $212M to $177M. Reported net income was -$35M.
How have San Jose Water Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), San Jose Water Company's sponsor-wide assets grew 25.6%, from $287M to $361M.
Where does Retirement Plan of San Jose Water Company rank by assets among Form 5500 filers? ▼
Retirement Plan of San Jose Water Company ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan of San Jose Water Company? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of Woods Hole Oceanographic Institution in MA ($177M, 329 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan of San Jose Water Company? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Lifespire Retirement Plan in NY (357 participants, $47M 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 940838465.

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.