401(k) · DOL Form 5500 · 2023
Golden State Water Company 401(k) Plan
Data updated 2026-08-11
- $210M
- Total assets
- 804
- Participants
- 95th
- Percentile by assets
- $260,793
- Avg per participant
Official DOL plan name: Golden State Water Company Investment Incentive Program · Sponsored by Golden State Water Company · California · Utilities
$210M in assets, 804 participants
Golden State Water Company's Golden State Water Company Investment Incentive Program reported $210M in total assets and 804 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 127,072 plans)
- #527 in Utilities (721 peers)
Utilities sector rank
Within Utilities, Golden State Water Company Investment Incentive Program ranks #527 of 721 2023 filers by assets (256% of the sector average)-$210M for 804 participants.
- $210M
- total plan assets (2023 EOY)
- 804
- covered participants
- 95th
- percentile by assets (of 127,072 plans)
- $260,793
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Golden State Water Company Investment Incentive Program end-of-year assets rose from $192M in the plan year 2022 filing to $210M in the plan year 2023 filing.
- Golden State Water Company Investment Incentive Program reported net income fell from $19M in the plan year 2022 filing to $18M in the plan year 2023 filing.
Rank #527 in Utilities
Among 721 Utilities plans that filed a Form 5500 for plan year 2023, Golden State Water Company Investment Incentive Program ranks #527 by end-of-year assets - about 256% of the sector average of $537M. Nationally it sits in the 95th percentile, a weaker position within its industry than across all filers.
Utilities filing particulars
| Total Assets (Beginning of Year) | $192M |
|---|---|
| Net Assets (End of Year) | $210M |
| Net Income | $18M |
| Employer EIN | 951243678 |
| Plan Effective Date | 1987-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Golden State Water Company)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,020 | $400M |
| 2023 | 2 | 1,006 | $430M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Golden State Water Company Investment Incentive Program vs. nearby 401(k) plans in California, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Golden State Water Company Investment Incentive Program by total assets, not by location.
- Repsol Services Company 401(k) Plan (TX) $210M · 583
- Trimedx Holdings, LLC Retirement Plan (IN) $210M · 2,990
- Orthopaedics Indianapolis, Inc. Profit Sharing & 401(k) Plan (IN) $210M · 885
- Dynatrace Inc 401(k) Plan (MA) $210M · 1,677
Frequently Asked Questions
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Filing takeaways
Ways to act on Golden State Water Company Investment Incentive Program's numbers.
- By total assets, Golden State Water Company Investment Incentive Program ranks in the top 5% 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
- Golden State Water Company's sponsor-wide assets have grown 7.7% since 2022 across 2 plan years on file. More Utilities plans