401(k) · DOL Form 5500 · 2023

Southwest Water Company 401(k) Plan

Data updated 2026-08-11

$73M
Total assets
487
Participants
89th
Percentile by assets
$149,094
Avg per participant
PlainRetire home → About this data

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.

  • 89th percentile by assets (of 127,072 plans)
  • #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.

$73M
total plan assets (2023 EOY)
487
covered participants
89th
percentile by assets (of 127,072 plans)
$149,094
avg assets per participant

Where 401(k) Retirement and Savings Plan for Southwest Water Company sits 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 $2,010,000,000 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

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 →

State
California
Industry
Utilities

Rank #420 in Utilities

Among 721 Utilities plans that filed a Form 5500 for plan year 2023, 401(k) Retirement and Savings Plan for Southwest Water Company ranks #420 by end-of-year assets - about 739% of the sector average of $537M. Nationally it sits in the 89th percentile, a weaker position within its industry than across all filers.

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)

$50M$60M$70M$80M$90M 202220232024 $59.3M $86.3M ▲ +45.5%
Total plan assets by year, all Southwest Water Company plans on file
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

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 an…Wells Fargo & Compan…Google LLC 401(k) Sa…Oracle Corporation 4…Intel 401(k) Savings…Apple 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 S… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to 401(k) Retirement and Savings Plan for Southwest Water Company by total assets, not by location.

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).

Next read for 401(k) Retirement and Savings Plan for S…

Filing takeaways

Ways to act on 401(k) Retirement and Savings Plan for Southwest Water Company's numbers.

  • By total assets, 401(k) Retirement and Savings Plan for Southwest Water Company ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
  • Southwest Water Company's sponsor-wide assets have grown 45.5% since 2022 across 3 plan years on file. More Utilities plans

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.