Defined Benefit (Pension) · DOL Form 5500 · 2023
California Water Service Company Pension Plan
Data updated 2026-08-25
- $826M
- Total assets Above avg plan size
- 1,207
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $684,283
- Avg per participant High balance/head
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.
- #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.
- #629
- in Utilities (721 peers)
- +11.9%
- assets growth YoY
- 8.3×
- vs typical plan assets (national mean)
California Water Service Company Pension Plan's outsized position 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's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. California Water Service Company Pension Plan lands in the large band (1,207 participants).
What changed between DOL Form 5500 filings
plan year 2022 → 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.
Plan-year Form 5500 strip
Filing strip 940362795 · California Water Service Company PY 2023 · Defined Benefit (Pension)
California Water Service Company Pension Plan · $826M · 1,207 · 98th
- PCT $826M
- PCT 1,207
- PCT 98th
- PCT Defined Benefit (Pension)
- PCT near Ahold USA, Inc. Pension Plan
- PCT ind #629
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 →
California Water Service Company Pension Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All California Water Service Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.3B 22.69580060207888% vs 2022
- 2024 filing year
| 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.
- 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
California Water Service Company Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Ahold USA, Inc. Pension Plan in MA ($826M); by covered participants it is Pension Fund of Cement Masons Union Local No. 502 in IL (1,207 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($826M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,207 participants); asset peers above are excluded.
- Pension Fund of Cement Masons Union Local No. 502 (IL) 1,207 · 0 off
- Coca-Cola Bottling Company United, Inc. Retirement Plan (AL) 1,208 · 1 off
- Central Ohio Ufcw Unions and Retail Employers Pension Plan (OH) 1,208 · 1 off
- Employee Retirement Plan of S&p Global Inc and Its Subsidiaries (NY) 1,209 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.