401(k) · DOL Form 5500 · 2023

San Jose Water Company 401(k) Plan

Data updated 2026-08-11

$123M
Total assets
402
Participants
93rd
Percentile by assets
$305,589
Avg per participant
PlainRetire home → About this data

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.

  • 93rd percentile by assets (of 127,072 plans)
  • #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.

$123M
total plan assets (2023 EOY)
402
covered participants
93rd
percentile by assets (of 127,072 plans)
$305,589
avg assets per participant

Where San Jose Water Company Salary Deferral Plan sits 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 $2,010,000,000 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

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 →

State
California
Industry
Utilities

Rank #470 in Utilities

Among 721 Utilities plans that filed a Form 5500 for plan year 2023, San Jose Water Company Salary Deferral Plan ranks #470 by end-of-year assets - about 437% of the sector average of $537M. Nationally it sits in the 93rd percentile, a weaker position within its industry than across all filers.

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)

$250M$300M$350M$400M 202220232024 $287M $361M ▲ +25.6%
Total plan assets by year, all San Jose Water Company plans on file
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 ($B) Participants San Jose Water Compa…, Total assets ($B): 0.122846965 · Participants: 402San Jose Water Compa…Wells Fargo & Compan…, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Compan…Google LLC 401(k) Sa…, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 4…Intel 401(k) Savings…, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings…Apple 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 P… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to San Jose Water Company Salary Deferral Plan by total assets, not by location.

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).

Next read for San Jose Water Company Salary Deferral P…

Filing takeaways

Ways to act on San Jose Water Company Salary Deferral Plan's numbers.

  • By total assets, San Jose Water Company Salary Deferral Plan ranks in the top 10% 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
  • San Jose Water Company's sponsor-wide assets have grown 25.6% since 2022 across 3 plan years on file. More Utilities plans

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.