Money Purchase · DOL Form 5500 · 2023
South Mesa Water Company Money Purchase Plan
Data updated 2026-08-25
- $299K
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 14th
- Percentile by assets National rank
- $42,773
- Avg per participant Low balance/head
Official DOL plan name: South Mesa Water Company Amended and Restated Money Purchase Plan · Sponsored by South Mesa Water Company · California · Utilities
$299K in assets, 7 participants
South Mesa Water Company's South Mesa Water Company Amended and Restated Money Purchase Plan reported $299K in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 14th 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.
- #18 in Utilities (721 peers)
What the 2023 filing shows
South Mesa Water Company Amended and Restated Money Purchase Plan holds $299K for 7 participants - about $42,773 per participant, among the smaller plans by assets on file.
- #18
- in Utilities (721 peers)
- +4.3%
- assets growth YoY
South Mesa Water Company Amended and Restated Money Purchase Plan among the smaller filed plans by assets
South Mesa Water Company Amended and Restated Money Purchase Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$299,408 14th percentile higher than 14% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
South Mesa Water Company Amended and Restated Money Purchase Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. South Mesa Water Company Amended and Restated Money Purchase Plan is a micro filing (7 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- South Mesa Water Company Amended and Restated Money Purchase Plan reported net income rose from -$61K in the plan year 2022 filing to $12K in the plan year 2023 filing.
- South Mesa Water Company Amended and Restated Money Purchase Plan reported participants fell from 11 in the plan year 2022 filing to 7 in the plan year 2023 filing.
- South Mesa Water Company Amended and Restated Money Purchase Plan end-of-year assets rose from $287K in the plan year 2022 filing to $299K in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 951239350 · South Mesa Water Company PY 2023 · Money Purchase
South Mesa Water Company Amended and Restated Money Purchase Plan · $299K · 7 · 14th
- EIN $299K
- EIN 7
- EIN 14th
- EIN Money Purchase
- EIN near Yung C. Chan Md PC Money Purchase Plan
- EIN ind #18
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 →
South Mesa Water Company Amended and Restated Money Purchase Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $287K |
|---|---|
| Net Assets (End of Year) | $299K |
| Net Income | $12K |
| Employer EIN | 951239350 |
| Plan Effective Date | 1967-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (South Mesa Water Company)
Sponsor-wide plan assets over time
All South Mesa Water Company plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 11 | $287K |
| 2023 | 1 | 7 | $299K |
| 2024 | 1 | N/A | N/A |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.0B · 18,060
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.1B · 36,330
- University of Southern California Defined Contribution Retirement Plan $4.4B · 20,136
- Carpenters Annuity Trust Fund for Northern California $3.3B · 25,961
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.2B · 23,168
South Mesa Water Company Amended and Restated Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Yung C. Chan Md PC Money Purchase Plan in VA ($299K); by covered participants it is Houston Co. Water Control & Improvement Dist. No. 1 Money Purchase Pension Plan & Trust in TX (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($299K here).
Similar participant headcount
Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.