401(k) · DOL Form 5500 · 2024

Southwest Water Company 401(k) Plan

Data updated 2026-08-11

$86M
Total assets: 526
Participants: 89th
Percentile by assets: $163,983
Avg per participant

Official DOL plan name: 401(k) Retirement and Savings Plan for Southwest Water Company · Sponsored by Southwest Water Company · California · Utilities

$86M in assets, 526 participants

Southwest Water Company's 401(k) Retirement and Savings Plan for Southwest Water Company reported $86M in total assets and 526 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

89th percentile by assets (of 123,622 plans)
#437 in Utilities (732 peers)

Utilities sector rank

Within Utilities, 401(k) Retirement and Savings Plan for Southwest Water Company ranks #437 of 732 2024 filers by assets (622% of the sector average)-$86M for 526 participants.

$86M
total plan assets (2024 EOY): 526
covered participants: 89th
percentile by assets (of 123,622 plans): $163,983
avg assets per participant

Where 401(k) Retirement and Savings Plan for Southwest Water Company sits by total assets

401(k) Retirement and Savings Plan for Southwest Water Company vs every filed plan by assets

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

$86,254,810 Top 11% higher than 89% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

401(k) Retirement and Savings Plan for Southwest Water Company end-of-year assets rose from $73M in the plan year 2023 filing to $86M in the plan year 2024 filing.
401(k) Retirement and Savings Plan for Southwest Water Company reported participants rose from 487 in the plan year 2023 filing to 526 in the plan year 2024 filing.
401(k) Retirement and Savings Plan for Southwest Water Company reported net income rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

California

Industry

Utilities

Rank #437 in Utilities

Among 732 Utilities plans that filed a Form 5500 for plan year 2024, 401(k) Retirement and Savings Plan for Southwest Water Company ranks #437 by end-of-year assets - about 622% of the sector average of $537M. Nationally it sits in the 89th percentile, a weaker position within its industry than across all filers.

Utilities filing particulars

Total Assets (Beginning of Year)	$73M
Net Assets (End of Year)	$86M
Net Income	$14M
Employer EIN	951840947
Plan Effective Date	1994-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Southwest Water Company)

Total plan assets by year, all Southwest Water Company plans on file

Year	Plans	Participants	Total Assets
2022	1	468	$59M
2023	1	487	$73M
2024	1	526	$86M

Nearby 401(k) Plans in California

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

401(k) Retirement and Savings Plan for Southwest Water Company vs. nearby 401(k) plans in California, assets vs. participants

Google LLC 401(k) Savings Plan $48.7B · 116,712
Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
Intel 401(k) Savings Plan $24.9B · 55,298
Apple 401(k) Plan $24.7B · 101,450
Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452

Compare 401(k) Retirement and Savings Plan for S… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to 401(k) Retirement and Savings Plan for Southwest Water Company by total assets, not by location.

The Judge Group, Inc., 401(k) Profit Sharing Plan (PA) $86M · 2,940
Trident Maritime Systems Retirement Savings Plan (VA) $86M · 871
Flagg Bicycle Group, LLC 401(k) Plan (MN) $86M · 694
The Knot Worldwide 401(k) Plan (MD) $86M · 918

Frequently Asked Questions

How did 401(k) Retirement and Savings Plan for Southwest Water Company assets move in 2024? ▼

401(k) Retirement and Savings Plan for Southwest Water Company grew sharply - up 18.8% during 2024, from $73M to $86M. Reported net income was $14M.

How have Southwest Water Company plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Southwest Water Company's sponsor-wide assets grew 45.5%, from $59M to $86M.

Where does 401(k) Retirement and Savings Plan for Southwest Water Company rank by assets among Form 5500 filers? ▼

401(k) Retirement and Savings Plan for Southwest Water Company ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to 401(k) Retirement and Savings Plan for Southwest Water Company? ▼

Among 401(k) plans in other states, the closest by assets is The Judge Group, Inc., 401(k) Profit Sharing Plan in PA ($86M, 2,940 participants).

Next read for 401(k) Retirement and Savings Plan for S…

Filing takeaways

Ways to act on 401(k) Retirement and Savings Plan for Southwest Water Company's numbers.

By total assets, 401(k) Retirement and Savings Plan for Southwest Water Company ranks in the top quartile 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
Southwest Water Company's sponsor-wide assets have grown 45.5% 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 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 951840947.