401(k) · DOL Form 5500 · 2023

Arizona Water Co. 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
250
Participants Below avg headcount
84th
Percentile by assets National rank
$175,554
Avg per participant Above avg balance/head
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Official DOL plan name: Arizona Water Company Retirement and Savings Plan · Sponsored by Arizona Water Co. · Arizona · Utilities

$44M in assets, 250 participants

Arizona Water Co.'s Arizona Water Company Retirement and Savings Plan reported $44M in total assets and 250 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #362 in Utilities (721 peers)

Coverage in Arizona

Arizona Water Company Retirement and Savings Plan covers 250 participants in Arizona, about 44% of the average Arizona filer (state average ~564 per filing). Assets: $44M.

#362
in Utilities (721 peers)
+28.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Arizona Water Company Retirement and Savings Plan's outsized position by total assets

Arizona Water Company Retirement and Savings Plan vs every filed plan by assets

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

$43,888,497 Top 16% higher than 84% 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

Arizona Water Company Retirement and Savings Plan 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. Arizona Water Company Retirement and Savings Plan sits mid-pack in the medium band (250 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Arizona Water Company Retirement and Savings Plan reported net income rose from -$14M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Arizona Water Company Retirement and Savings Plan reported participants rose from 185 in the plan year 2022 filing to 250 in the plan year 2023 filing.
  • Arizona Water Company Retirement and Savings Plan end-of-year assets rose from $34M in the plan year 2022 filing to $44M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 860119837 · Arizona Water Co. PY 2023 · 401(k)

Arizona Water Company Retirement and Savings Plan · $44M · 250 · 84th

  • NET $44M
  • NET 250
  • NET 84th
  • NET 401(k)
  • NET near Neiman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust
  • NET ind #362

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 Arizona →

Arizona Water Company Retirement and Savings Plan in the asset neighbourhood

Brentwood Industries, Inc. Retirement PlanBrentwood Industries, Inc. R…$44MInterplex Industries, Inc. 401(k) PlanInterplex Industries, Inc. 4…$44MArizona Water Company Retirement and Savings PlanArizona Water Company Retire…$44MNeiman Enterprises, Inc. 401(k) Profit Sharing Plan & TrustNeiman Enterprises, Inc. 401…$44MNew England Sports Network 401(k) Employees Retirement PlanNew England Sports Network 4…$44M
End-of-year total assets ($M) among Arizona Water Company Retirement and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$44M
Net Income$10M
Employer EIN860119837
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Arizona Water Co.)

Sponsor-wide plan assets over time

All Arizona Water Co. plans reported in each filing year

Latest sponsor-wide plan assets
$50M 45.63964876026124% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $34.3M $49.9M ▲ +45.6%
Year Plans Participants Total Assets
2022 1 185 $34M
2023 1 250 $44M
2024 1 258 $50M

Nearby 401(k) Plans in Arizona

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

Arizona Water Company Retirement and Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Arizona Water Company Retirement and Savings Plan, Total assets ($B): 0.043888497 · Participants: 250Arizona Water Company Retirement and Savings PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Arizona Water Company Retirement and Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Arizona Water Company Retirement and Savings Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Neiman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust in WY ($44M); by covered participants it is Big League Dreams 401(k) Plan in CA (250 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (250 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 Arizona Water Company Retirement and Savings Plan assets move in 2023? ▼
Arizona Water Company Retirement and Savings Plan grew sharply - up 28.1% during 2023, from $34M to $44M. Reported net income was $10M.
How have Arizona Water Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Arizona Water Co.'s sponsor-wide assets grew 45.6%, from $34M to $50M.
Where does Arizona Water Company Retirement and Savings Plan rank by assets among Form 5500 filers? ▼
Arizona Water Company Retirement and Savings Plan ranks in the 84th 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 Arizona Water Company Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Neiman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust in WY ($44M, 493 participants).
Which 401(k) plans cover a similar participant headcount to Arizona Water Company Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Big League Dreams 401(k) Plan in CA (250 participants, $1M 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 860119837.

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.