401(k) · DOL Form 5500 · 2023

California Water Service Company 401(k) Plan

Data updated 2026-08-11

$340M
Total assets
1,229
Participants
96th
Percentile by assets
$276,360
Avg per participant
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Official DOL plan name: California Water Service Company Savings Plan · Sponsored by California Water Service Company · California · Utilities

$340M in assets, 1,229 participants

California Water Service Company's California Water Service Company Savings Plan reported $340M in total assets and 1,229 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • 96th percentile by assets (of 127,072 plans)
  • #561 in Utilities (721 peers)

Where California Water Service Company Savings Plan sits by assets

California Water Service Company Savings Plan sits in the top 5% of all filed plans by assets, $340M for 1,229 participants (~$276,360/participant), up 17.6% in 2023.

$340M
total plan assets (2023 EOY)
1,229
covered participants
96th
percentile by assets (of 127,072 plans)
$276,360
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • California Water Service Company Savings Plan reported net income rose from -$59M in the plan year 2022 filing to $51M in the plan year 2023 filing.
  • California Water Service Company Savings Plan end-of-year assets rose from $289M in the plan year 2022 filing to $340M in the plan year 2023 filing.
  • California Water Service Company Savings Plan reported participants rose from 1,209 in the plan year 2022 filing to 1,229 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
California
Industry
Utilities

California Water Service Company Savings Plan vs the 2023 asset distribution

By assets, California Water Service Company Savings Plan outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 3.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$289M
Net Assets (End of Year)$340M
Net Income$51M
Employer EIN940362795
Plan Effective Date1974-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (California Water Service Company)

$1B$1.1B$1.2B$1.3B 202220232024 $1.03B $1.26B ▲ +22.3%
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 401(k) Plans in California

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

California Water Service Company Savings Plan vs. nearby 401(k) plans in California, assets vs. participants

California Water Service Company Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants California Water Ser…Wells Fargo & Compan…Google LLC 401(k) Sa…Oracle Corporation 4…Intel 401(k) Savings…Apple 401(k) Plan
California Water Service Company Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare California Water Service Company Savings… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to California Water Service Company Savings Plan by total assets, not by location.

Frequently Asked Questions

How did California Water Service Company Savings Plan assets move in 2023? ▼
California Water Service Company Savings Plan grew sharply - up 17.6% during 2023, from $289M to $340M. Reported net income was $51M.
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 Savings Plan rank by assets among Form 5500 filers? ▼
California Water Service Company Savings Plan ranks in the 96th 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 401(k) plans are similar in size to California Water Service Company Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Foley Hoag, LLP Savings and Retirement Plan in MA ($340M, 669 participants).

Next read for California Water Service Company Savings…

Scale reading

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

  • By total assets, California Water Service Company Savings Plan ranks in the top 5% 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
  • 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.

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.