401(k) · DOL Form 5500 · 2022

Golden State Water Company 401(k) Plan

Data updated 2026-08-25

$192M
Total assets Near avg plan size
801
Participants Near avg headcount
95th
Percentile by assets National rank
$239,145
Avg per participant Above avg balance/head
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Official DOL plan name: Golden State Water Company Investment Incentive Program · Sponsored by Golden State Water Company · California · Utilities

$192M in assets, 801 participants

Golden State Water Company's Golden State Water Company Investment Incentive Program reported $192M in total assets and 801 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.

  • #543 in Utilities (738 peers)

Utilities sector rank

Within Utilities, Golden State Water Company Investment Incentive Program ranks #543 of 738 2022 filers by assets (280% of the sector average)-$192M for 801 participants.

#543
in Utilities (738 peers)
+11.2%
assets growth YoY
1.9×
vs typical plan assets (national mean)

Golden State Water Company Investment Incentive Program's outsized position by total assets

Golden State Water Company Investment Incentive Program vs every filed plan by assets

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

$191,554,962 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

Golden State Water Company Investment Incentive Program 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. Golden State Water Company Investment Incentive Program sits mid-pack in the medium band (801 participants).

DOL schedule card

Filing strip 951243678 · Golden State Water Company PY 2022 · 401(k)

Golden State Water Company Investment Incentive Program · $192M · 801 · 95th

  • TYPE $192M
  • TYPE 801
  • TYPE 95th
  • TYPE 401(k)
  • TYPE near Rsa Security 401(k) Plan
  • TYPE ind #543

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 →

Golden State Water Company Investment Incentive Program in the asset neighbourhood

Consumers Reports 401(k) Plan for Management and Exempt EmployeesConsumers Reports 401(k) Pla…$192MAlzheimer's Association Retirement and Savings PlanAlzheimer's Association Reti…$192MCrestron Electronics Inc. Retirement PlanCrestron Electronics Inc. Re…$192MGolden State Water Company Investment Incentive ProgramGolden State Water Company I…$192MRsa Security 401(k) Plan$192M
End-of-year total assets ($M) among Golden State Water Company Investment Incentive Program and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Utilities filing particulars

Total Assets (Beginning of Year)$172M
Net Assets (End of Year)$192M
Net Income$19M
Employer EIN951243678
Plan Effective Date1987-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Golden State Water Company)

Sponsor-wide plan assets over time

All Golden State Water Company plans reported in each filing year

Latest sponsor-wide plan assets
$430M 7.660115685954545% vs 2022
2023 filing year
$390M$400M$410M$420M$430M$440M 20222023 $400M $430M ▲ +7.7%
Year Plans Participants Total Assets
2022 2 1,020 $400M
2023 2 1,006 $430M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Golden State Water Company Investment Incentive Program vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Golden State Water Company Investment Incentive Program, Total assets ($B): 0.191554962 · Participants: 801Golden State Water Company Investment Incentive ProgramWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Golden State Water Company Investment Incentive Program vs. nearby 401(k) plans in California, assets vs. participants

Golden State Water Company Investment Incentive Program's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Rsa Security 401(k) Plan in MA ($192M); by covered participants it is Indigo Ag, Inc. 401(k) Plan in MA (801 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (801 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 Golden State Water Company Investment Incentive Program assets move in 2022? ▼
Golden State Water Company Investment Incentive Program grew at a solid clip - up 11.2% during 2022, from $172M to $192M. Reported net income was $19M.
How have Golden State Water Company plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Golden State Water Company's sponsor-wide assets grew 7.7%, from $400M to $430M.
Where does Golden State Water Company Investment Incentive Program rank by assets among Form 5500 filers? ▼
Golden State Water Company Investment Incentive Program 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 401(k) plans are similar in size to Golden State Water Company Investment Incentive Program? ▼
Among 401(k) plans in other states, the closest by assets is Rsa Security 401(k) Plan in MA ($192M, 1,007 participants).
Which 401(k) plans cover a similar participant headcount to Golden State Water Company Investment Incentive Program? ▼
Among 401(k) plans in other states, the closest by covered participants is Indigo Ag, Inc. 401(k) Plan in MA (801 participants, $37M in assets).