401(k) · DOL Form 5500 · 2023

Southern California Mutual Water Companies Association 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
19
Participants Small participant base
38th
Percentile by assets National rank
$184,050
Avg per participant Above avg balance/head
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Official DOL plan name: Southern California Mutual Water Companies Association 401(k) Plan · Sponsored by Southern California Mutual Water Companies Association · California · Utilities

$3M in assets, 19 participants

Southern California Mutual Water Companies Association's Southern California Mutual Water Companies Association 401(k) Plan reported $3M in total assets and 19 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #91 in Utilities (721 peers)

Utilities sector rank

Within Utilities, Southern California Mutual Water Companies Association 401(k) Plan ranks #91 of 721 2023 filers by assets (15354% of the sector average)-$3M for 19 participants.

#91
in Utilities (721 peers)
+21.3%
assets growth YoY

Southern California Mutual Water Companies Association 401(k) Plan's mid-pack asset rank among Utilities and all filers

Southern California Mutual Water Companies Association 401(k) Plan vs every filed plan by assets

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

$3,496,947 38th percentile higher than 38% 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

Southern California Mutual Water Companies Association 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. Southern California Mutual Water Companies Association 401(k) Plan is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southern California Mutual Water Companies Association 401(k) Plan reported net income rose from -$570K in the plan year 2022 filing to $615K in the plan year 2023 filing.
  • Southern California Mutual Water Companies Association 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 516134558 · Southern California Mutual Water Companies Association PY 2023 · 401(k)

Southern California Mutual Water Companies Association 401(k) Plan · $3M · 19 · 38th

  • PCT $3M
  • PCT 19
  • PCT 38th
  • PCT 401(k)
  • PCT near Doug Bradley Trucking Inc Employee Profit Sharing Plan
  • PCT ind #91

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 →

Southern California Mutual Water Companies Association 401(k) Plan in the asset neighbourhood

Southern California Mutual Water Companies Association 401(k) PlanSouthern California Mutual W…$3MDoug Bradley Trucking Inc Employee Profit Sharing PlanDoug Bradley Trucking Inc Em…$3MD.J. Payne Corporation 401(k) Profit Sharing Plan and TrustD.J. Payne Corporation 401(k…$3MTotal Health Solutions, Inc. 401(k) Profit Sharing PlanTotal Health Solutions, Inc.…$3MYale Cordage 401(k) Savings PlanYale Cordage 401(k) Savings …$3M
End-of-year total assets ($M) among Southern California Mutual Water Companies Association 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utilities filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$615K
Employer EIN516134558
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern California Mutual Water Companies Association)

Sponsor-wide plan assets over time

All Southern California Mutual Water Companies Association plans reported in each filing year

Latest sponsor-wide plan assets
$4M 52.580524063889115% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M$5M 202220232024 $2.88M $4.4M ▲ +52.8%
Year Plans Participants Total Assets
2022 1 19 $3M
2023 1 19 $3M
2024 1 19 $4M

Nearby 401(k) Plans in California

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

Southern California Mutual Water Companies Association 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Southern California Mutual Water Companies Association 401(k) Plan, Total assets ($B): 0.003496947 · Participants: 19Southern California Mutual Water Companies Association 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
Southern California Mutual Water Companies Association 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Southern California Mutual Water Companies Association 401(k) Plan side-by-side with 3 peers →

Southern California Mutual Water Companies Association 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Doug Bradley Trucking Inc Employee Profit Sharing Plan in KS ($3M); by covered participants it is Williams, Robinson Et Al 401(k) Plan & Trust in MO (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Southern California Mutual Water Companies Association 401(k) Plan assets move in 2023? ▼
Southern California Mutual Water Companies Association 401(k) Plan grew sharply - up 21.3% during 2023, from $3M to $3M. Reported net income was $615K.
How have Southern California Mutual Water Companies Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern California Mutual Water Companies Association's sponsor-wide assets grew 52.6%, from $3M to $4M.
Which 401(k) plans are similar in size to Southern California Mutual Water Companies Association 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Doug Bradley Trucking Inc Employee Profit Sharing Plan in KS ($3M, 116 participants).
Which 401(k) plans cover a similar participant headcount to Southern California Mutual Water Companies Association 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Williams, Robinson Et Al 401(k) Plan & Trust in MO (19 participants, $3M 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 516134558.

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.