401(k) · DOL Form 5500 · 2024

Southwest Water Company 401(k) Plan

Data updated 2026-08-25

$86M
Total assets Below avg plan size
526
Participants Below avg headcount
89th
Percentile by assets National rank
$163,983
Avg per participant Above avg balance/head
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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.

  • #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.

#437
in Utilities (732 peers)
+18.8%
assets growth YoY
0.9×
vs typical plan assets (national mean)

401(k) Retirement and Savings Plan for Southwest Water Company's outsized position 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

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

401(k) Retirement and Savings Plan for Southwest Water Company among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 401(k) Retirement and Savings Plan for Southwest Water Company sits mid-pack in the medium band (526 participants).

What changed between DOL Form 5500 filings

plan year 2023 → 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 →

Form 5500 schedule snapshot

Filing strip 951840947 · Southwest Water Company PY 2024 · 401(k)

401(k) Retirement and Savings Plan for Southwest Water Company · $86M · 526 · 89th

  • SCH $86M
  • EBSA 526
  • PART 89th
  • TYPE 401(k)
  • NET near The Judge Group, Inc., 401(k) Profit Sharing Plan
  • BOOK ind #437

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 →

401(k) Retirement and Savings Plan for Southwest Water Company in the asset neighbourhood

Flagg Bicycle Group, LLC 401(k) PlanFlagg Bicycle Group, LLC 401…$86MThe Knot Worldwide 401(k) PlanThe Knot Worldwide 401(k) Pl…$86M401(k) Retirement and Savings Plan for Southwest Water Company401(k) Retirement and Saving…$86MThe Judge Group, Inc., 401(k) Profit Sharing PlanThe Judge Group, Inc., 401(k…$86MTrident Maritime Systems Retirement Savings PlanTrident Maritime Systems Ret…$86M
End-of-year total assets ($M) among 401(k) Retirement and Savings Plan for Southwest Water Company and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Utilities filing particulars

Total Assets (Beginning of Year)$73M
Net Assets (End of Year)$86M
Net Income$14M
Employer EIN951840947
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwest Water Company)

Sponsor-wide plan assets over time

All Southwest Water Company plans reported in each filing year

Latest sponsor-wide plan assets
$86M 45.53543118537153% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $59.3M $86.3M ▲ +45.5%
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 Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants 401(k) Retirement and Savings Plan for Southwest Water Company, Total assets ($B): 0.08625481 · Participants: 526401(k) Retirement and Savings Plan for Southwest Water CompanyGoogle 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
401(k) Retirement and Savings Plan for Southwest Water Company vs. nearby 401(k) plans in California, assets vs. participants
Compare 401(k) Retirement and Savings Plan for Southwest Water Company side-by-side with 3 peers →

401(k) Retirement and Savings Plan for Southwest Water Company's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Judge Group, Inc., 401(k) Profit Sharing Plan in PA ($86M); by covered participants it is Onerorx, Inc. 401(k) Plan in IA (526 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($86M here).

Similar participant headcount

Nearest other-state filings by covered participants (526 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 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).
Which 401(k) plans cover a similar participant headcount to 401(k) Retirement and Savings Plan for Southwest Water Company? ▼
Among 401(k) plans in other states, the closest by covered participants is Onerorx, Inc. 401(k) Plan in IA (526 participants, $18M 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 951840947.

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.