Defined Benefit (Pension) · DOL Form 5500 · 2024

San Jose Water Company Pension Plan

Data updated 2026-08-25

$226M
Total assets Near avg plan size
500
Participants Below avg headcount
95th
Percentile by assets National rank
$451,045
Avg per participant High balance/head
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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.

  • #525 in Utilities (732 peers)

Utilities sector rank

Within Utilities, Retirement Plan of San Jose Water Company ranks #525 of 732 2024 filers by assets (238% of the sector average)-$226M for 500 participants.

#525
in Utilities (732 peers)
+9.5%
assets growth YoY
2.3×
vs typical plan assets (national mean)

Retirement Plan of San Jose Water Company's outsized position by total assets

Retirement Plan of San Jose Water Company vs every filed plan by assets

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

$225,522,610 Top 5% higher than 95% 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

Retirement Plan of San Jose 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. Retirement Plan of San Jose Water Company sits mid-pack in the medium band (500 participants).

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.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 940838465 · San Jose Water Company PY 2024 · Defined Benefit (Pension)

Retirement Plan of San Jose Water Company · $226M · 500 · 95th

  • PART $226M
  • PART 500
  • PART 95th
  • PART Defined Benefit (Pension)
  • PART near Sg Pension Plan
  • PART ind #525

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 →

Retirement Plan of San Jose Water Company in the asset neighbourhood

Alliant Energy Cash Balance Pension PlanAlliant Energy Cash Balance …$226MEnergizer Holdings, Inc. Retirement PlanEnergizer Holdings, Inc. Ret…$226MRetirement Plan of San Jose Water CompanyRetirement Plan of San Jose …$226MSg Pension Plan$226MRetirement Plan for Employees of Ocean Spray Cranberries, Inc.Retirement Plan for Employee…$225M
End-of-year total assets ($M) among Retirement Plan of San Jose Water Company and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Utilities filing particulars

Total Assets (Beginning of Year)$206M
Net Assets (End of Year)$226M
Net Income$20M
Employer EIN940838465
Plan Effective Date1950-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (San Jose Water Company)

Sponsor-wide plan assets over time

All San Jose Water Company plans reported in each filing year

Latest sponsor-wide plan assets
$361M 25.585669862334466% vs 2022
2024 filing year
$250M$300M$350M$400M 202220232024 $287M $361M ▲ +25.6%
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 Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Retirement Plan of San Jose Water Company, Total assets ($B): 0.22552261 · Participants: 500Retirement Plan of San Jose Water CompanyKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
Retirement Plan of San Jose Water Company vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Retirement Plan of San Jose Water Company side-by-side with 3 peers →

Retirement Plan of San Jose Water Company's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Sg Pension Plan in NY ($226M); by covered participants it is Mativ Holdings, Inc. Pension Plan in GA (500 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($226M here).

Similar participant headcount

Nearest other-state filings by covered participants (500 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 Retirement Plan of San Jose Water Company assets move in 2024? ▼
Retirement Plan of San Jose Water Company grew at a solid clip - up 9.5% during 2024, from $206M to $226M. Reported net income was $20M.
How have San Jose Water Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), San Jose Water Company's sponsor-wide assets grew 25.6%, from $287M to $361M.
Where does Retirement Plan of San Jose Water Company rank by assets among Form 5500 filers? ▼
Retirement Plan of San Jose Water Company ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan of San Jose Water Company? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sg Pension Plan in NY ($226M, 414 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan of San Jose Water Company? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Mativ Holdings, Inc. Pension Plan in GA (500 participants, $342M 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 940838465.

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.