401(k) · DOL Form 5500 · 2023

California Water Service Company 401(k) Plan

Data updated 2026-08-25

$340M
Total assets Above avg plan size
1,229
Participants Near avg headcount
96th
Percentile by assets National rank
$276,360
Avg per participant High balance/head
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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.

  • #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.

#561
in Utilities (721 peers)
+17.6%
assets growth YoY
3.4×
vs typical plan assets (national mean)

California Water Service Company Savings Plan's outsized position by total assets

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

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

$339,646,373 Top 4% higher than 96% 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

California Water Service Company Savings 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 Savings Plan lands in the large band (1,229 participants).

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 →

Published 5500 schedule card

Filing strip 940362795 · California Water Service Company PY 2023 · 401(k)

California Water Service Company Savings Plan · $340M · 1,229 · 96th

  • TYPE $340M
  • TYPE 1,229
  • TYPE 96th
  • TYPE 401(k)
  • TYPE near Foley Hoag, LLP Savings and Retirement Plan
  • TYPE ind #561

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 Savings Plan in the asset neighbourhood

Communications & Power Industries Retirement PlanCommunications & Power Indus…$340MFoley Hoag, LLP Savings and Retirement PlanFoley Hoag, LLP Savings and …$340MCalifornia Water Service Company Savings PlanCalifornia Water Service Com…$340MPremise Health 401(k) Plan$339MMeritus Health 401(k) Savings PlanMeritus Health 401(k) Saving…$339M
End-of-year total assets ($M) among California Water Service Company Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

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
$1B$1.1B$1.2B$1.3B 202220232024 $1.03B $1.26B ▲ +22.3%
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 Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants California Water Service Company Savings Plan, Total assets ($B): 0.339646373 · Participants: 1229California Water Service Company Savings 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
California Water Service Company Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare California Water Service Company Savings Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Foley Hoag, LLP Savings and Retirement Plan in MA ($340M); by covered participants it is Members 1st Federal Credit Union 401(k) Savings Plan in PA (1,229 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($340M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,229 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 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).
Which 401(k) plans cover a similar participant headcount to California Water Service Company Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Members 1st Federal Credit Union 401(k) Savings Plan in PA (1,229 participants, $134M 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 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.