401(k) · DOL Form 5500 · 2024

San Jose Water Company 401(k) Plan

Data updated 2026-08-25

$135M
Total assets Near avg plan size
420
Participants Below avg headcount
92nd
Percentile by assets National rank
$322,104
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#476
in Utilities (732 peers)
+10.1%
assets growth YoY
1.4×
vs typical plan assets (national mean)

San Jose Water Company Salary Deferral Plan's outsized position 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

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

San Jose Water Company Salary Deferral Plan 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. San Jose Water Company Salary Deferral Plan sits mid-pack in the medium band (420 participants).

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.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 940838465 · San Jose Water Company PY 2024 · 401(k)

San Jose Water Company Salary Deferral Plan · $135M · 420 · 92nd

  • ASSETS $135M
  • PCT 420
  • EIN 92nd
  • RANK 401(k)
  • PHOTO near Woods Rogers Vandeventer Black PLC Profit Sharing Plan
  • IND ind #476

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 →

San Jose Water Company Salary Deferral Plan in the asset neighbourhood

Airbus U.S. Space & Defense, Inc. 401(k) Retirement PlanAirbus U.S. Space & Defense,…$135MBarrios Technology 401(k) Profit Sharing PlanBarrios Technology 401(k) Pr…$135MSan Jose Water Company Salary Deferral PlanSan Jose Water Company Salar…$135MWoods Rogers Vandeventer Black PLC Profit Sharing PlanWoods Rogers Vandeventer Bla…$135M401(k) Retirement Plan for Reynolds Bargaining401(k) Retirement Plan for R…$135M
End-of-year total assets ($M) among San Jose Water Company Salary Deferral Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Utilities filing particulars

Total Assets (Beginning of Year)$123M
Net Assets (End of Year)$135M
Net Income$12M
Employer EIN940838465
Plan Effective Date1969-11-01
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 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 Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants San Jose Water Company Salary Deferral Plan, Total assets ($B): 0.135283569 · Participants: 420San Jose Water Company Salary Deferral PlanGoogle 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
San Jose Water Company Salary Deferral Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare San Jose Water Company Salary Deferral Plan side-by-side with 3 peers →

San Jose Water Company Salary Deferral Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Woods Rogers Vandeventer Black PLC Profit Sharing Plan in VA ($135M); by covered participants it is 401(k) Savings and Retirement Plan for Emo Trans Employees in NY (420 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (420 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 San Jose Water Company Salary Deferral Plan assets move in 2024? ▼
San Jose Water Company Salary Deferral Plan grew at a solid clip - up 10.1% during 2024, from $123M to $135M. Reported net income was $12M.
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 San Jose Water Company Salary Deferral Plan rank by assets among Form 5500 filers? ▼
San Jose Water Company Salary Deferral Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to San Jose Water Company Salary Deferral Plan? ▼
Among 401(k) plans in other states, the closest by assets is Woods Rogers Vandeventer Black PLC Profit Sharing Plan in VA ($135M, 265 participants).
Which 401(k) plans cover a similar participant headcount to San Jose Water Company Salary Deferral Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 401(k) Savings and Retirement Plan for Emo Trans Employees in NY (420 participants, $41M 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.