401(k) · DOL Form 5500 · 2023

Southwest Water Company 401(k) Plan

Data updated 2026-08-25

$73M
Total assets Below avg plan size
487
Participants Below avg headcount
89th
Percentile by assets National rank
$149,094
Avg per participant Above avg balance/head
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Official DOL plan name: 401(k) Retirement and Savings Plan for Southwest Water Company · Sponsored by Southwest Water Company · California · Utilities

$73M in assets, 487 participants

Southwest Water Company's 401(k) Retirement and Savings Plan for Southwest Water Company reported $73M in total assets and 487 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #420 in Utilities (721 peers)

Utilities sector rank

Within Utilities, 401(k) Retirement and Savings Plan for Southwest Water Company ranks #420 of 721 2023 filers by assets (739% of the sector average)-$73M for 487 participants.

#420
in Utilities (721 peers)
+22.5%
assets growth YoY
0.7×
vs typical plan assets (national mean)

401(k) Retirement and Savings Plan for Southwest Water Company's outsized position by total assets

401(k) Retirement and Savings Plan for Southwest Water Company vs every filed plan by assets

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

$72,608,722 Top 11% higher than 89% 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

401(k) Retirement and Savings Plan for Southwest Water Company among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 401(k) Retirement and Savings Plan for Southwest Water Company sits mid-pack in the medium band (487 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 401(k) Retirement and Savings Plan for Southwest Water Company reported net income rose from -$13M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • 401(k) Retirement and Savings Plan for Southwest Water Company end-of-year assets rose from $59M in the plan year 2022 filing to $73M in the plan year 2023 filing.
  • 401(k) Retirement and Savings Plan for Southwest Water Company reported participants rose from 468 in the plan year 2022 filing to 487 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 951840947 · Southwest Water Company PY 2023 · 401(k)

401(k) Retirement and Savings Plan for Southwest Water Company · $73M · 487 · 89th

  • EIN $73M
  • RANK 487
  • PHOTO 89th
  • IND 401(k)
  • EOY near Gamco Investors, Inc 401(k) Plan
  • 5500 ind #420

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 →

401(k) Retirement and Savings Plan for Southwest Water Company in the asset neighbourhood

Fuss & O'neill Profit Sharing & Employee Savings PlanFuss & O'neill Profit Sharin…$73MLtimindtree Limited 401(k) Profit Sharing Plan & TrustLtimindtree Limited 401(k) P…$73MGamco Investors, Inc 401(k) PlanGamco Investors, Inc 401(k) …$73M401(k) Retirement and Savings Plan for Southwest Water Company401(k) Retirement and Saving…$73MFederal Realty Investment Trust Savings and Retirement 401(k) PlanFederal Realty Investment Tr…$73M
End-of-year total assets ($M) among 401(k) Retirement and Savings Plan for Southwest Water Company and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utilities filing particulars

Total Assets (Beginning of Year)$59M
Net Assets (End of Year)$73M
Net Income$13M
Employer EIN951840947
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwest Water Company)

Sponsor-wide plan assets over time

All Southwest Water Company plans reported in each filing year

Latest sponsor-wide plan assets
$86M 45.53543118537153% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $59.3M $86.3M ▲ +45.5%
Year Plans Participants Total Assets
2022 1 468 $59M
2023 1 487 $73M
2024 1 526 $86M

Nearby 401(k) Plans in California

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

401(k) Retirement and Savings Plan for Southwest Water Company vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants 401(k) Retirement and Savings Plan for Southwest Water Company, Total assets ($B): 0.072608722 · Participants: 487401(k) Retirement and Savings Plan for Southwest Water CompanyWells 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
401(k) Retirement and Savings Plan for Southwest Water Company vs. nearby 401(k) plans in California, assets vs. participants
Compare 401(k) Retirement and Savings Plan for Southwest Water Company side-by-side with 3 peers →

401(k) Retirement and Savings Plan for Southwest Water Company's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Gamco Investors, Inc 401(k) Plan in NY ($73M); by covered participants it is Bastion Technologies 401(k) Plan in TX (487 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (487 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 401(k) Retirement and Savings Plan for Southwest Water Company assets move in 2023? ▼
401(k) Retirement and Savings Plan for Southwest Water Company grew sharply - up 22.5% during 2023, from $59M to $73M. Reported net income was $13M.
How have Southwest Water Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwest Water Company's sponsor-wide assets grew 45.5%, from $59M to $86M.
Where does 401(k) Retirement and Savings Plan for Southwest Water Company rank by assets among Form 5500 filers? ▼
401(k) Retirement and Savings Plan for Southwest Water Company ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to 401(k) Retirement and Savings Plan for Southwest Water Company? ▼
Among 401(k) plans in other states, the closest by assets is Gamco Investors, Inc 401(k) Plan in NY ($73M, 175 participants).
Which 401(k) plans cover a similar participant headcount to 401(k) Retirement and Savings Plan for Southwest Water Company? ▼
Among 401(k) plans in other states, the closest by covered participants is Bastion Technologies 401(k) Plan in TX (487 participants, $68M 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 951840947.

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.