401(k) · DOL Form 5500 · 2023

California Independent System Operator Corporation 401(k) Plan

Data updated 2026-08-25

$385M
Total assets Above avg plan size
666
Participants Below avg headcount
97th
Percentile by assets National rank
$578,294
Avg per participant High balance/head
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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.

  • #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.

#570
in Utilities (721 peers)
+15.9%
assets growth YoY
3.9×
vs typical plan assets (national mean)

California Iso Retirement Savings Benefits Plan's outsized position by total assets

California Iso Retirement Savings Benefits Plan vs every filed plan by assets

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

$385,143,643 Top 3% higher than 97% 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 Iso Retirement Savings Benefits Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. California Iso Retirement Savings Benefits Plan sits mid-pack in the medium band (666 participants).

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.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 943274043 · California Independent System Operator Corporation PY 2023 · 401(k)

California Iso Retirement Savings Benefits Plan · $385M · 666 · 97th

  • EBSA $385M
  • EBSA 666
  • EBSA 97th
  • EBSA 401(k)
  • EBSA near Vorys, Sater, Seymour and Pease LLP Retirement Plan
  • EBSA ind #570

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 Iso Retirement Savings Benefits Plan in the asset neighbourhood

Encore Group (USA) LLC Retirement Savings PlanEncore Group (USA) LLC Retir…$385MSimpson, Thacher & Bartlett Profit Sharing Plan for Partners and Non Legal EmployeesSimpson, Thacher & Bartlett …$385MCalifornia Iso Retirement Savings Benefits PlanCalifornia Iso Retirement Sa…$385MVorys, Sater, Seymour and Pease LLP Retirement PlanVorys, Sater, Seymour and Pe…$385MTrustmark 401(k) Plan$385M
End-of-year total assets ($M) among California Iso Retirement Savings Benefits Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$332M
Net Assets (End of Year)$385M
Net Income$53M
Employer EIN943274043
Plan Effective Date1997-05-05
Filing StatusFILING RECEIVED

Sponsor Plan History (California Independent System Operator Corporation)

Sponsor-wide plan assets over time

All California Independent System Operator Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$443M 33.366907754035935% vs 2022
2024 filing year
$300M$350M$400M$450M$500M 202220232024 $332M $443M ▲ +33.4%
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 Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants California Iso Retirement Savings Benefits Plan, Total assets ($B): 0.385143643 · Participants: 666California Iso Retirement Savings Benefits 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 Iso Retirement Savings Benefits Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare California Iso Retirement Savings Benefits Plan side-by-side with 3 peers →

California Iso Retirement Savings Benefits Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Vorys, Sater, Seymour and Pease LLP Retirement Plan in OH ($385M); by covered participants it is Huffines Auto Dealerships Retirement Savings Plan in TX (666 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (666 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 Iso Retirement Savings Benefits Plan assets move in 2023? ▼
California Iso Retirement Savings Benefits Plan grew sharply - up 15.9% during 2023, from $332M to $385M. Reported net income was $53M.
How have California Independent System Operator Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), California Independent System Operator Corporation's sponsor-wide assets grew 33.4%, from $332M to $443M.
Where does California Iso Retirement Savings Benefits Plan rank by assets among Form 5500 filers? ▼
California Iso Retirement Savings Benefits Plan ranks in the 97th 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 Iso Retirement Savings Benefits Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vorys, Sater, Seymour and Pease LLP Retirement Plan in OH ($385M, 720 participants).
Which 401(k) plans cover a similar participant headcount to California Iso Retirement Savings Benefits Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Huffines Auto Dealerships Retirement Savings Plan in TX (666 participants, $28M 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 943274043.

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.