401(k) · DOL Form 5500 · 2023

Golden State Water Company 401(k) Plan

Data updated 2026-08-25

$210M
Total assets Near avg plan size
804
Participants Near avg headcount
95th
Percentile by assets National rank
$260,793
Avg per participant Above avg balance/head
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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.

  • #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.

#527
in Utilities (721 peers)
+9.5%
assets growth YoY
2.1×
vs typical plan assets (national mean)

Golden State Water Company Investment Incentive Program's outsized position by total assets

Golden State Water Company Investment Incentive Program vs every filed plan by assets

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

$209,677,429 Top 5% higher than 95% 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

Golden State Water Company Investment Incentive Program 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. Golden State Water Company Investment Incentive Program sits mid-pack in the medium band (804 participants).

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.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 951243678 · Golden State Water Company PY 2023 · 401(k)

Golden State Water Company Investment Incentive Program · $210M · 804 · 95th

  • PHOTO $210M
  • IND 804
  • EOY 95th
  • 5500 401(k)
  • ASSETS near Repsol Services Company 401(k) Plan
  • PCT ind #527

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 →

Golden State Water Company Investment Incentive Program in the asset neighbourhood

Trimedx Holdings, LLC Retirement PlanTrimedx Holdings, LLC Retire…$210MGolden State Water Company Investment Incentive ProgramGolden State Water Company I…$210MRepsol Services Company 401(k) PlanRepsol Services Company 401(…$210MOrthopaedics Indianapolis, Inc. Profit Sharing & 401(k) PlanOrthopaedics Indianapolis, I…$210MDynatrace Inc 401(k) Plan$210M
End-of-year total assets ($M) among Golden State Water Company Investment Incentive Program and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utilities filing particulars

Total Assets (Beginning of Year)$192M
Net Assets (End of Year)$210M
Net Income$18M
Employer EIN951243678
Plan Effective Date1987-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Golden State Water Company)

Sponsor-wide plan assets over time

All Golden State Water Company plans reported in each filing year

Latest sponsor-wide plan assets
$430M 7.660115685954545% vs 2022
2023 filing year
$390M$400M$410M$420M$430M$440M 20222023 $400M $430M ▲ +7.7%
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 Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Golden State Water Company Investment Incentive Program, Total assets ($B): 0.209677429 · Participants: 804Golden State Water Company Investment Incentive ProgramWells 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
Golden State Water Company Investment Incentive Program vs. nearby 401(k) plans in California, assets vs. participants
Compare Golden State Water Company Investment Incentive Program side-by-side with 3 peers →

Golden State Water Company Investment Incentive Program's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Repsol Services Company 401(k) Plan in TX ($210M); by covered participants it is Cda Dba Maxsent 401(k) Plan in MD (804 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($210M here).

Similar participant headcount

Nearest other-state filings by covered participants (804 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 Golden State Water Company Investment Incentive Program assets move in 2023? ▼
Golden State Water Company Investment Incentive Program grew at a solid clip - up 9.5% during 2023, from $192M to $210M. Reported net income was $18M.
How have Golden State Water Company plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Golden State Water Company's sponsor-wide assets grew 7.7%, from $400M to $430M.
Where does Golden State Water Company Investment Incentive Program rank by assets among Form 5500 filers? ▼
Golden State Water Company Investment Incentive Program ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Golden State Water Company Investment Incentive Program? ▼
Among 401(k) plans in other states, the closest by assets is Repsol Services Company 401(k) Plan in TX ($210M, 583 participants).
Which 401(k) plans cover a similar participant headcount to Golden State Water Company Investment Incentive Program? ▼
Among 401(k) plans in other states, the closest by covered participants is Cda Dba Maxsent 401(k) Plan in MD (804 participants, $5M 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 951243678.

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.