401(k) · DOL Form 5500 · 2023
California Independent System Operator Corporation 401(k) Plan
Data updated 2026-08-11
- $385M
- Total assets
- 666
- Participants
- 97th
- Percentile by assets
- $578,294
- Avg per participant
Official DOL plan name: California Iso Retirement Savings Benefits Plan · Sponsored by California Independent System Operator Corporation · California · Utilities
$385M in assets, 666 participants
California Independent System Operator Corporation's California Iso Retirement Savings Benefits Plan reported $385M in total assets and 666 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 127,072 plans)
- #570 in Utilities (721 peers)
Where California Iso Retirement Savings Benefits Plan sits by assets
California Iso Retirement Savings Benefits Plan sits in the top 5% of all filed plans by assets, $385M for 666 participants (~$578,294/participant), up 15.9% in 2023.
- $385M
- total plan assets (2023 EOY)
- 666
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $578,294
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- California Iso Retirement Savings Benefits Plan reported net income rose from -$66M in the plan year 2022 filing to $53M in the plan year 2023 filing.
- California Iso Retirement Savings Benefits Plan end-of-year assets rose from $332M in the plan year 2022 filing to $385M in the plan year 2023 filing.
- California Iso Retirement Savings Benefits Plan reported participants rose from 640 in the plan year 2022 filing to 666 in the plan year 2023 filing.
California Iso Retirement Savings Benefits Plan vs the 2023 asset distribution
By assets, California Iso Retirement Savings Benefits Plan outranks 97% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 3.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $332M |
|---|---|
| Net Assets (End of Year) | $385M |
| Net Income | $53M |
| Employer EIN | 943274043 |
| Plan Effective Date | 1997-05-05 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (California Independent System Operator Corporation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 640 | $332M |
| 2023 | 1 | 666 | $385M |
| 2024 | 1 | 717 | $443M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
California Iso Retirement Savings Benefits Plan vs. nearby 401(k) plans in California, assets vs. participants
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to California Iso Retirement Savings Benefits Plan by total assets, not by location.
- Vorys, Sater, Seymour and Pease LLP Retirement Plan (OH) $385M · 720
- Encore Group (USA) LLC Retirement Savings Plan (IL) $385M · 16,490
- Simpson, Thacher & Bartlett Profit Sharing Plan for Partners and Non Legal Employees (NY) $385M · 932
- Trustmark 401(k) Plan (MS) $385M · 2,772
Frequently Asked Questions
How did California Iso Retirement Savings Benefits Plan assets move in 2023? ▼
How have California Independent System Operator Corporation plan assets changed over time? ▼
Where does California Iso Retirement Savings Benefits Plan rank by assets among Form 5500 filers? ▼
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Next read for California Iso Retirement Savings Benefi…
Scale reading
Ways to act on California Iso Retirement Savings Benefits Plan's numbers.
- By total assets, California Iso Retirement Savings Benefits 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 Independent System Operator Corporation's sponsor-wide assets have grown 33.4% since 2022 across 3 plan years on file. More Utilities plans