401(k) · DOL Form 5500 · 2024
San Jose Water Company 401(k) Plan
Data updated 2026-08-11
- $135M
- Total assets
- 420
- Participants
- 92nd
- Percentile by assets
- $322,104
- Avg per participant
Official DOL plan name: San Jose Water Company Salary Deferral Plan · Sponsored by San Jose Water Company · California · Utilities
$135M in assets, 420 participants
San Jose Water Company's San Jose Water Company Salary Deferral Plan reported $135M in total assets and 420 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 123,622 plans)
- #476 in Utilities (732 peers)
Utilities sector rank
Within Utilities, San Jose Water Company Salary Deferral Plan ranks #476 of 732 2024 filers by assets (397% of the sector average)-$135M for 420 participants.
- $135M
- total plan assets (2024 EOY)
- 420
- covered participants
- 92nd
- percentile by assets (of 123,622 plans)
- $322,104
- avg assets per participant
Where San Jose Water Company Salary Deferral Plan sits by total assets
San Jose Water Company Salary Deferral Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$135,283,569 Top 8% higher than 92% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- San Jose Water Company Salary Deferral Plan end-of-year assets rose from $123M in the plan year 2023 filing to $135M in the plan year 2024 filing.
- San Jose Water Company Salary Deferral Plan reported participants rose from 402 in the plan year 2023 filing to 420 in the plan year 2024 filing.
Rank #476 in Utilities
Among 732 Utilities plans that filed a Form 5500 for plan year 2024, San Jose Water Company Salary Deferral Plan ranks #476 by end-of-year assets - about 397% of the sector average of $537M. Nationally it sits in the 92nd percentile, a weaker position within its industry than across all filers.
Utilities filing particulars
| Total Assets (Beginning of Year) | $123M |
|---|---|
| Net Assets (End of Year) | $135M |
| Net Income | $12M |
| Employer EIN | 940838465 |
| Plan Effective Date | 1969-11-01 |
| 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 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
San Jose Water Company Salary Deferral Plan 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to San Jose Water Company Salary Deferral Plan by total assets, not by location.
Frequently Asked Questions
How did San Jose Water Company Salary Deferral Plan assets move in 2024? ▼
How have San Jose Water Company plan assets changed over time? ▼
Where does San Jose Water Company Salary Deferral Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to San Jose Water Company Salary Deferral Plan? ▼
Next read for San Jose Water Company Salary Deferral P…
Filing takeaways
Ways to act on San Jose Water Company Salary Deferral Plan's numbers.
- By total assets, San Jose Water Company Salary Deferral Plan ranks in the top 10% 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
- San Jose Water Company's sponsor-wide assets have grown 25.6% since 2022 across 3 plan years on file. More Utilities plans