Defined Benefit (Pension) · DOL Form 5500 · 2023

California Water Service Company Pension Plan

Data updated 2026-08-11

$826M
Total assets: 1,207
Participants: 98th
Percentile by assets: $684,283
Avg per participant

Official DOL plan name: California Water Service Company Pension Plan · Sponsored by California Water Service Company · California · Utilities

$826M in assets, 1,207 participants

California Water Service Company's California Water Service Company Pension Plan reported $826M in total assets and 1,207 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

98th percentile by assets (of 127,072 plans)
#629 in Utilities (721 peers)

Where California Water Service Company Pension Plan sits by assets

California Water Service Company Pension Plan sits in the top 5% of all filed plans by assets, $826M for 1,207 participants (~$684,283/participant), up 11.9% in 2023.

$826M
total plan assets (2023 EOY): 1,207
covered participants: 98th
percentile by assets (of 127,072 plans): $684,283
avg assets per participant

Where California Water Service Company Pension Plan sits by total assets

California Water Service Company Pension Plan vs every filed plan by assets

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

$825,929,012 Top 2% higher than 98% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

California Water Service Company Pension Plan reported net income rose from -$196M in the plan year 2022 filing to $88M in the plan year 2023 filing.
California Water Service Company Pension Plan end-of-year assets rose from $738M in the plan year 2022 filing to $826M in the plan year 2023 filing.
California Water Service Company Pension Plan reported participants rose from 1,179 in the plan year 2022 filing to 1,207 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

California

Industry

Utilities

California Water Service Company Pension Plan vs the 2023 asset distribution

By assets, California Water Service Company Pension Plan outranks 98% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 8.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$738M
Net Assets (End of Year)	$826M
Net Income	$88M
Employer EIN	940362795
Plan Effective Date	1950-11-01
Filing Status	FILING RECEIVED

Sponsor Plan History (California Water Service Company)

Total plan assets by year, all California Water Service Company plans on file

Year	Plans	Participants	Total Assets
2022	2	2,388	$1.0B
2023	2	2,436	$1.2B
2024	2	2,513	$1.3B

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

California Water Service Company Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

Kaiser Permanente Retirement Plan $33.5B · 127,356
Pacific Gas and Electric Company Retirement Plan $21.4B · 22,914
Pacific Gas and Electric Company Retirement Plan $18.0B · 25,647
Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.8B · 19,545
Disney Salaried Pension Plan D $10.1B · 10,813

Compare California Water Service Company Pension… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to California Water Service Company Pension Plan by total assets, not by location.

Ahold USA, Inc. Pension Plan (MA) $826M · 2,234
Modern Woodmen of America Employees' Retirement Plan (IL) $828M · 1,003
Laborers Pension Trust Fund - Detroit and Vicinity (MI) $828M · 3,153
Entergy Corporation Retirement Plan III (LA) $819M · 63

Frequently Asked Questions

How did California Water Service Company Pension Plan assets move in 2023? ▼

California Water Service Company Pension Plan grew at a solid clip - up 11.9% during 2023, from $738M to $826M. Reported net income was $88M.

How have California Water Service Company plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), California Water Service Company's sponsor-wide assets grew 22.7%, from $1.0B to $1.3B.

Where does California Water Service Company Pension Plan rank by assets among Form 5500 filers? ▼

California Water Service Company Pension Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to California Water Service Company Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Ahold USA, Inc. Pension Plan in MA ($826M, 2,234 participants).

Next read for California Water Service Company Pension…

Scale reading

Ways to act on California Water Service Company Pension Plan's numbers.

By total assets, California Water Service Company Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
California Water Service Company's sponsor-wide assets have grown 22.7% 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 940362795.