401(k) · DOL Form 5500 · 2023

San Jose Water Company 401(k) Plan

Data updated 2026-08-25

$123M
Total assets Near avg plan size
402
Participants Below avg headcount
93rd
Percentile by assets National rank
$305,589
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: San Jose Water Company Salary Deferral Plan · Sponsored by San Jose Water Company · California · Utilities

$123M in assets, 402 participants

San Jose Water Company's San Jose Water Company Salary Deferral Plan reported $123M in total assets and 402 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #470 in Utilities (721 peers)

Utilities sector rank

Within Utilities, San Jose Water Company Salary Deferral Plan ranks #470 of 721 2023 filers by assets (437% of the sector average)-$123M for 402 participants.

#470
in Utilities (721 peers)
+11.3%
assets growth YoY
1.2×
vs typical plan assets (national mean)

San Jose Water Company Salary Deferral Plan's outsized position by total assets

San Jose Water Company Salary Deferral Plan vs every filed plan by assets

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

$122,846,965 Top 7% higher than 93% 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

San Jose Water Company Salary Deferral 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 Jose Water Company Salary Deferral Plan sits mid-pack in the medium band (402 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • San Jose Water Company Salary Deferral Plan reported net income rose from -$16M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • San Jose Water Company Salary Deferral Plan end-of-year assets rose from $110M in the plan year 2022 filing to $123M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 940838465 · San Jose Water Company PY 2023 · 401(k)

San Jose Water Company Salary Deferral Plan · $123M · 402 · 93rd

  • TYPE $123M
  • NET 402
  • BOOK 93rd
  • VS-ST 401(k)
  • BOY near Systems & Technology Research 401(k) Profit Sharing Plan and T
  • SCH ind #470

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 Jose Water Company Salary Deferral Plan in the asset neighbourhood

Friday, Eldredge, & Clark 401(k)Friday, Eldredge, & Clark 40…$123MSan Jose Water Company Salary Deferral PlanSan Jose Water Company Salar…$123MSystems & Technology Research 401(k) Profit Sharing Plan and TSystems & Technology Researc…$123MCca Industries, Inc. 401(k) Profit Sharing PlanCca Industries, Inc. 401(k) …$123MZausner Foods Corp. and Participating Employers Savings Plus PlanZausner Foods Corp. and Part…$123M
End-of-year total assets ($M) among San Jose Water Company Salary Deferral Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utilities filing particulars

Total Assets (Beginning of Year)$110M
Net Assets (End of Year)$123M
Net Income$12M
Employer EIN940838465
Plan Effective Date1969-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (San Jose Water Company)

Sponsor-wide plan assets over time

All San Jose Water Company plans reported in each filing year

Latest sponsor-wide plan assets
$361M 25.585669862334466% vs 2022
2024 filing year
$250M$300M$350M$400M 202220232024 $287M $361M ▲ +25.6%
Year Plans Participants Total Assets
2022 2 756 $287M
2023 2 884 $329M
2024 2 920 $361M

Nearby 401(k) Plans in California

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

San Jose Water Company Salary Deferral Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants San Jose Water Company Salary Deferral Plan, Total assets ($B): 0.122846965 · Participants: 402San Jose Water Company Salary Deferral 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
San Jose Water Company Salary Deferral Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare San Jose Water Company Salary Deferral Plan side-by-side with 3 peers →

San Jose Water Company Salary Deferral Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Systems & Technology Research 401(k) Profit Sharing Plan and T in MA ($123M); by covered participants it is Sevenson Environmental Services, Inc. 401(k) Profit Sharing Plan in NY (402 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (402 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 San Jose Water Company Salary Deferral Plan assets move in 2023? ▼
San Jose Water Company Salary Deferral Plan grew at a solid clip - up 11.3% during 2023, from $110M to $123M. Reported net income was $12M.
How have San Jose Water Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), San Jose Water Company's sponsor-wide assets grew 25.6%, from $287M to $361M.
Where does San Jose Water Company Salary Deferral Plan rank by assets among Form 5500 filers? ▼
San Jose Water Company Salary Deferral Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to San Jose Water Company Salary Deferral Plan? ▼
Among 401(k) plans in other states, the closest by assets is Systems & Technology Research 401(k) Profit Sharing Plan and T in MA ($123M, 609 participants).
Which 401(k) plans cover a similar participant headcount to San Jose Water Company Salary Deferral Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sevenson Environmental Services, Inc. 401(k) Profit Sharing Plan in NY (402 participants, $105M 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 940838465.

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.