401(k) · DOL Form 5500 · 2023

Atascadero Mutual Water Company 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
22
Participants Small participant base
49th
Percentile by assets National rank
$291,006
Avg per participant High balance/head
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Official DOL plan name: Atascadero Mutual Water Company 401(k) Plan · Sponsored by Atascadero Mutual Water Company · California · Utilities

$6M in assets, 22 participants

Atascadero Mutual Water Company's Atascadero Mutual Water Company 401(k) Plan reported $6M in total assets and 22 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #137 in Utilities (721 peers)

Utilities sector rank

Within Utilities, Atascadero Mutual Water Company 401(k) Plan ranks #137 of 721 2023 filers by assets (8387% of the sector average)-$6M for 22 participants.

#137
in Utilities (721 peers)
-7.5%
assets change YoY

The plan reported a net loss of $523K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Atascadero Mutual Water Company 401(k) Plan's mid-pack asset rank among Utilities and all filers

Atascadero Mutual Water Company 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$6,402,134 49th percentile higher than 49% of 127,068 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 2023

Atascadero Mutual Water Company 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Atascadero Mutual Water Company 401(k) Plan is a small filing (22 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 950510690 · Atascadero Mutual Water Company PY 2023 · 401(k)

Atascadero Mutual Water Company 401(k) Plan · $6M · 22 · 49th

  • IND $6M
  • IND 22
  • IND 49th
  • IND 401(k)
  • IND near Geographic Expeditions 401(k) Plan
  • IND ind #137

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 →

Atascadero Mutual Water Company 401(k) Plan in the asset neighbourhood

Atascadero Mutual Water Company 401(k) PlanAtascadero Mutual Water Comp…$6MGeographic Expeditions 401(k) PlanGeographic Expeditions 401(k…$6MThe Burr Brothers Boats, Inc. 401(k) & Profit Sharing PlanThe Burr Brothers Boats, Inc…$6MMeals on Wheels People, Inc. 401(k) Profit Sharing PlanMeals on Wheels People, Inc.…$6MHelix Operating Company LLC Employees' Profit Sharing Plan and TrustHelix Operating Company LLC …$6M
End-of-year total assets ($M) among Atascadero Mutual Water Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utilities filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$523K
Employer EIN950510690
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Atascadero Mutual Water Company)

Sponsor-wide plan assets over time

All Atascadero Mutual Water Company plans reported in each filing year

Latest sponsor-wide plan assets
$8M 19.886259800247856% vs 2023
2024 filing year
$6M$6.5M$7M$7.5M$8M 20232024 $6.4M $7.68M ▲ +20.0%
Year Plans Participants Total Assets
2023 1 22 $6M
2024 1 21 $8M

Nearby 401(k) Plans in California

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

Atascadero Mutual Water Company 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Atascadero Mutual Water Company 401(k) Plan, Total assets ($B): 0.006402134 · Participants: 22Atascadero Mutual Water Company 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Atascadero Mutual Water Company 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Atascadero Mutual Water Company 401(k) Plan side-by-side with 3 peers →

Atascadero Mutual Water Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Geographic Expeditions 401(k) Plan in IN ($6M); by covered participants it is Acm Ventures, Inc. 401(k) Profit Sharing Plan in NC (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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.

Frequently Asked Questions

How did Atascadero Mutual Water Company 401(k) Plan assets move in 2023? ▼
Atascadero Mutual Water Company 401(k) Plan pulled back noticeably - down 7.5% during 2023, from $7M to $6M. Reported net income was -$523K.
How have Atascadero Mutual Water Company plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Atascadero Mutual Water Company's sponsor-wide assets grew 19.9%, from $6M to $8M.
Which 401(k) plans are similar in size to Atascadero Mutual Water Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Geographic Expeditions 401(k) Plan in IN ($6M, 41 participants).
Which 401(k) plans cover a similar participant headcount to Atascadero Mutual Water Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Acm Ventures, Inc. 401(k) Profit Sharing Plan in NC (22 participants, $553K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 950510690.

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.