Defined Benefit (Pension)
2024 plan-year Defined Benefit (Pension) DOL Form 5500

CALIFORNIA WATER SERVICE COMPANY PENSION PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

CALIFORNIA WATER SERVICE COMPANY

This Defined Benefit (Pension) plan holds $871M in total assets and serves 1,242 participants as of 2024. It is sponsored by CALIFORNIA WATER SERVICE COMPANY in California. The plan reported positive net income of $45M for the year.

Total Assets (2023)
$871M
Participants
1,242
State
Industry
Utilities

What the Filing Says About CALIFORNIA WATER SERVICE COMPANY PENSION PLAN

CALIFORNIA WATER SERVICE COMPANY PENSION PLAN is a Defined Benefit (Pension) retirement plan sponsored by CALIFORNIA WATER SERVICE COMPANY, headquartered in California. As of the 2024 Form 5500 filing, the plan reports $871M in total end-of-year assets and covers 1,242 participants across the Utilities industry. The sponsor's EIN on file with the U.S. Department of Labor is 940362795, and the plan has been effective since 1950-11-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $826M at the beginning of 2024 to $871M at year-end — a gain of 5.4%. Net assets (after liabilities) closed the year at $871M, with reported net income of $45M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$826M
Total Assets (End of Year)$871M
Net Assets (End of Year)$871M
Net Income$45M
Plan TypeDefined Benefit (Pension)
Employer EIN940362795
Plan Effective Date1950-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (CALIFORNIA WATER SERVICE COMPANY)

Year Plans Participants Total Assets
2022 2 2,388 $1.0B
2023 2 2,436 $1.2B
2024 2 2,513 $1.3B

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the CALIFORNIA WATER SERVICE COMPANY PENSION PLAN?
As of the 2024 Form 5500 filing, CALIFORNIA WATER SERVICE COMPANY PENSION PLAN holds $871M in total assets with 1,242 participants. It is sponsored by CALIFORNIA WATER SERVICE COMPANY.
What type of plan is CALIFORNIA WATER SERVICE COMPANY PENSION PLAN?
CALIFORNIA WATER SERVICE COMPANY PENSION PLAN is a Defined Benefit (Pension) plan. It has been effective since 1950-11-01. The plan is filed with the U.S. Department of Labor under EIN 940362795.
Who sponsors the CALIFORNIA WATER SERVICE COMPANY PENSION PLAN?
CALIFORNIA WATER SERVICE COMPANY PENSION PLAN is sponsored by CALIFORNIA WATER SERVICE COMPANY, located in California. The sponsor's EIN is 940362795 and the plan operates in the Utilities industry.
How did CALIFORNIA WATER SERVICE COMPANY PENSION PLAN perform in 2024?
CALIFORNIA WATER SERVICE COMPANY PENSION PLAN grew by 5.4% during 2024, moving from $826M to $871M in total assets. Net income was $45M.
Where can I find official filings for CALIFORNIA WATER SERVICE COMPANY PENSION PLAN?
Official Form 5500 filings for CALIFORNIA WATER SERVICE COMPANY PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 940362795 or plan name at efast.dol.gov.
How does CALIFORNIA WATER SERVICE COMPANY PENSION PLAN compare to other plans?
You can compare CALIFORNIA WATER SERVICE COMPANY PENSION PLAN against other Defined Benefit (Pension) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 940362795.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.