401(k) · DOL Form 5500 · 2024

Atascadero Mutual Water Company 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
21
Participants Small participant base
50th
Percentile by assets National rank
$365,489
Avg per participant High balance/head
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Official DOL plan name: Atascadero Mutual Water Company 401(k) Plan · Sponsored by Atascadero Mutual Water Company · California · Utilities

$8M in assets, 21 participants

Atascadero Mutual Water Company's Atascadero Mutual Water Company 401(k) Plan reported $8M in total assets and 21 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #154 in Utilities (732 peers)

Utilities sector rank

Within Utilities, Atascadero Mutual Water Company 401(k) Plan ranks #154 of 732 2024 filers by assets (6995% of the sector average)-$8M for 21 participants.

#154
in Utilities (732 peers)
+19.9%
assets growth YoY

Atascadero Mutual Water Company 401(k) Plan's mid-pack asset rank among Utilities and all filers

Atascadero Mutual Water Company 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$7,675,279 Top 50% higher than 50% of 123,620 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 2024

Atascadero Mutual Water Company 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Atascadero Mutual Water Company 401(k) Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Atascadero Mutual Water Company 401(k) Plan reported net income rose from -$523K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Atascadero Mutual Water Company 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Atascadero Mutual Water Company 401(k) Plan reported participants fell from 22 in the plan year 2023 filing to 21 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 950510690 · Atascadero Mutual Water Company PY 2024 · 401(k)

Atascadero Mutual Water Company 401(k) Plan · $8M · 21 · 50th

  • BOY $8M
  • BOY 21
  • BOY 50th
  • BOY 401(k)
  • BOY near Counseling Connection, Inc. 401(k) Savings Plan
  • BOY ind #154

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 →

Atascadero Mutual Water Company 401(k) Plan in the asset neighbourhood

Atascadero Mutual Water Company 401(k) PlanAtascadero Mutual Water Comp…$8MCounseling Connection, Inc. 401(k) Savings PlanCounseling Connection, Inc. …$8MMartis Capital Management 401(k) PlanMartis Capital Management 40…$8MRademacher Companies Retirement Savings PlanRademacher Companies Retirem…$8MHavpak, Inc. 401(k) Plan$8M
End-of-year total assets ($M) among Atascadero Mutual Water Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Utilities filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN950510690
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Atascadero Mutual Water Company)

Sponsor-wide plan assets over time

All Atascadero Mutual Water Company plans reported in each filing year

Latest sponsor-wide plan assets
$8M 19.886259800247856% vs 2023
2024 filing year
$6M$6.5M$7M$7.5M$8M 20232024 $6.4M $7.68M ▲ +20.0%
Year Plans Participants Total Assets
2023 1 22 $6M
2024 1 21 $8M

Nearby 401(k) Plans in California

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

Atascadero Mutual Water Company 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Atascadero Mutual Water Company 401(k) Plan, Total assets ($B): 0.007675279 · Participants: 21Atascadero Mutual Water Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Atascadero Mutual Water Company 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Atascadero Mutual Water Company 401(k) Plan side-by-side with 3 peers →

Atascadero Mutual Water Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Counseling Connection, Inc. 401(k) Savings Plan in IL ($8M); by covered participants it is Frontier Community Bank Employees' Retirement Plan in VA (21 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (21 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Atascadero Mutual Water Company 401(k) Plan assets move in 2024? ▼
Atascadero Mutual Water Company 401(k) Plan grew sharply - up 19.9% during 2024, from $6M to $8M. Reported net income was $1M.
How have Atascadero Mutual Water Company plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Atascadero Mutual Water Company's sponsor-wide assets grew 19.9%, from $6M to $8M.
Which 401(k) plans are similar in size to Atascadero Mutual Water Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Counseling Connection, Inc. 401(k) Savings Plan in IL ($8M, 256 participants).
Which 401(k) plans cover a similar participant headcount to Atascadero Mutual Water Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Frontier Community Bank Employees' Retirement Plan in VA (21 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 950510690.

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.