Defined Benefit (Pension) · DOL Form 5500 · 2024
San Jose Water Company Pension Plan
Data updated 2026-08-06
- $226M
- Total assets
- 500
- Participants
- 95th
- Percentile by assets
- $451,045
- Avg per participant
Official DOL plan name: Retirement Plan of San Jose Water Company · Sponsored by San Jose Water Company · California · Utilities
$226M in assets, 500 participants
San Jose Water Company's Retirement Plan of San Jose Water Company reported $226M in total assets and 500 participants in its 2024 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 116,472 plans)
Utilities sector rank
Within Utilities, Retirement Plan of San Jose Water Company ranks #505 of 707 2024 filers by assets (243% of the sector average)-$226M for 500 participants.
- $226M
- total plan assets (2024 EOY)
- 500
- covered participants
- 95th
- percentile by assets (of 116,472 plans)
- $451,045
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Retirement Plan of San Jose Water Company reported net income fell from $29M in the plan year 2023 filing to $20M in the plan year 2024 filing.
- Retirement Plan of San Jose Water Company end-of-year assets rose from $206M in the plan year 2023 filing to $226M in the plan year 2024 filing.
- Retirement Plan of San Jose Water Company reported participants rose from 482 in the plan year 2023 filing to 500 in the plan year 2024 filing.
Rank #505 in Utilities
Among 707 Utilities plans that filed a Form 5500 for plan year 2024, Retirement Plan of San Jose Water Company ranks #505 by end-of-year assets - about 243% of the sector average of $547M. 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) | $206M |
|---|---|
| Net Assets (End of Year) | $226M |
| Net Income | $20M |
| Employer EIN | 940838465 |
| Plan Effective Date | 1950-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (San Jose Water Company)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 756 | $287M |
| 2023 | 2 | 884 | $329M |
| 2024 | 2 | 920 | $361M |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Retirement Plan of San Jose Water Company vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
- Kaiser Permanente Retirement Plan $34.5B · 135,057
- Pacific Gas and Electric Company Retirement Plan $17.6B · 27,500
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $11.4B · 18,983
- Western States Carpenters Pension Plan $11.3B · 48,582
- Disney Salaried Pension Plan D $10.4B · 9,984
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Retirement Plan of San Jose Water Company by total assets, not by location.
- Sg Pension Plan (NY) $226M · 414
- Alliant Energy Cash Balance Pension Plan (WI) $226M · 356
- Alstom Transportation Retirement Plan (PA) $224M · 924
- Gatx Corporation Noncontributory Pension Plan for Salaried Employees (IL) $227M · 583
Frequently Asked Questions
How did Retirement Plan of San Jose Water Company assets move in 2024? ▼
How have San Jose Water Company plan assets changed over time? ▼
Where does Retirement Plan of San Jose Water Company rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan of San Jose Water Company? ▼
Next read for Retirement Plan of San Jose Water Compan…
Filing takeaways
Ways to act on Retirement Plan of San Jose Water Company's numbers.
- By total assets, Retirement Plan of San Jose Water Company ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
- San Jose Water Company's sponsor-wide assets have grown 25.6% 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 940838465.
Read our methodology - how this data is sourced, computed, and verified.