401(k) · DOL Form 5500 · 2023
San Gabriel Valley Water Company 401(k) Plan
Data updated 2026-08-25
- $80M
- Total assets Below avg plan size
- 251
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $319,961
- Avg per participant High balance/head
Official DOL plan name: San Gabriel Valley Water Company Retirement and Savings Plan · Sponsored by San Gabriel Valley Water Company · California · Utilities
$80M in assets, 251 participants
San Gabriel Valley Water Company's San Gabriel Valley Water Company Retirement and Savings Plan reported $80M in total assets and 251 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- #433 in Utilities (721 peers)
Coverage in California
San Gabriel Valley Water Company Retirement and Savings Plan covers 251 participants in California, about 40% of the average California filer (state average ~630 per filing). Assets: $80M.
- #433
- in Utilities (721 peers)
- +15.3%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
San Gabriel Valley Water Company Retirement and Savings Plan's outsized position by total assets
San Gabriel Valley Water Company Retirement and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$80,310,175 Top 10% higher than 90% 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
San Gabriel Valley Water Company Retirement and Savings 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. San Gabriel Valley Water Company Retirement and Savings Plan sits mid-pack in the medium band (251 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- San Gabriel Valley Water Company Retirement and Savings Plan reported net income rose from -$23M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- San Gabriel Valley Water Company Retirement and Savings Plan end-of-year assets rose from $70M in the plan year 2022 filing to $80M in the plan year 2023 filing.
- San Gabriel Valley Water Company Retirement and Savings Plan reported participants fell from 258 in the plan year 2022 filing to 251 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 951499179 · San Gabriel Valley Water Company PY 2023 · 401(k)
San Gabriel Valley Water Company Retirement and Savings Plan · $80M · 251 · 90th
- BOOK $80M
- VS-ST 251
- BOY 90th
- SCH 401(k)
- EBSA near Pdt 401(k) Plan
- PART ind #433
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 →
San Gabriel Valley Water Company Retirement and Savings Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $70M |
|---|---|
| Net Assets (End of Year) | $80M |
| Net Income | $11M |
| Employer EIN | 951499179 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (San Gabriel Valley Water Company)
Sponsor-wide plan assets over time
All San Gabriel Valley Water Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $94M 34.9042790971288% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 258 | $70M |
| 2023 | 1 | 251 | $80M |
| 2024 | 1 | 267 | $94M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
San Gabriel Valley Water Company Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Pdt 401(k) Plan in NY ($80M); by covered participants it is Gravie, Inc. 401(k) Plan in MN (251 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($80M here).
- Pdt 401(k) Plan (NY) $80M · 236
- Siemer Milling Company Employee Stock Ownership Plan and Trust (IL) $80M · 171
- Webster Savings Plan (OH) $80M · 144
- Orthopedic Centers of Colorado, LLC 401(k) Profit Sharing Plan (CO) $80M · 409
Similar participant headcount
Nearest other-state filings by covered participants (251 participants); asset peers above are excluded.
- Gravie, Inc. 401(k) Plan (MN) 251 · 0 off
- The Bazooka 401(k) Savings and Investment Plan (NY) 251 · 0 off
- Pepsi-Cola Bottling Company of Lincoln Salary Savings Plan (NE) 251 · 0 off
- Gxo Logistics Retirement Savings Plan (CT) 251 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.