Defined Benefit (Pension) · DOL Form 5500 · 2024
California Water Service Company Pension Plan
Data updated 2026-08-25
- $871M
- Total assets Above avg plan size
- 1,242
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $700,930
- Avg per participant High balance/head
Official DOL plan name: California Water Service Company Pension Plan · Sponsored by California Water Service Company · California · Utilities
$871M in assets, 1,242 participants
California Water Service Company's California Water Service Company Pension Plan reported $871M in total assets and 1,242 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #631 in Utilities (732 peers)
Where California Water Service Company Pension Plan sits by assets
California Water Service Company Pension Plan sits in the top 5% of all filed plans by assets, $871M for 1,242 participants (~$700,930/participant), up 5.4% in 2024.
- #631
- in Utilities (732 peers)
- +5.4%
- assets growth YoY
- 8.7×
- vs typical plan assets (national mean)
California Water Service Company Pension Plan's outsized position by total assets
California Water Service Company Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$870,555,056 Top 2% higher than 98% 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
California Water Service Company Pension Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. California Water Service Company Pension Plan lands in the large band (1,242 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- California Water Service Company Pension Plan reported net income fell from $88M in the plan year 2023 filing to $45M in the plan year 2024 filing.
- California Water Service Company Pension Plan end-of-year assets rose from $826M in the plan year 2023 filing to $871M in the plan year 2024 filing.
- California Water Service Company Pension Plan reported participants rose from 1,207 in the plan year 2023 filing to 1,242 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 940362795 · California Water Service Company PY 2024 · Defined Benefit (Pension)
California Water Service Company Pension Plan · $871M · 1,242 · 98th
- TYPE $871M
- TYPE 1,242
- TYPE 98th
- TYPE Defined Benefit (Pension)
- TYPE near Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund
- TYPE ind #631
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 →
California Water Service Company Pension Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $826M |
|---|---|
| Net Assets (End of Year) | $871M |
| Net Income | $45M |
| Employer EIN | 940362795 |
| Plan Effective Date | 1950-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (California Water Service Company)
Sponsor-wide plan assets over time
All California Water Service Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.3B 22.69580060207888% vs 2022
- 2024 filing year
| 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.
- 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
- Ilwu-Pma Pension Plan $10.8B · 15,833
California Water Service Company Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund in PA ($872M); by covered participants it is Pension Fund of Cement Masons Union Local No. 502 in IL (1,243 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($871M here).
- Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund (PA) $872M · 4,402
- Kimberly-Clark Corporation Pension Plan (WI) $872M · 1,522
- Curtiss Wright Corporation Retirement Plan (NJ) $873M · 1,625
- Blue Cross and Blue Shield of Massachusetts, Inc. Retirement Income Trust (MA) $867M · 2,709
Similar participant headcount
Nearest other-state filings by covered participants (1,242 participants); asset peers above are excluded.
- Pension Fund of Cement Masons Union Local No. 502 (IL) 1,243 · 1 off
- Ball Pension Plan (CO) 1,243 · 1 off
- Pcs U.S. Employees' Pension Plan (CO) 1,243 · 1 off
- Pension Plan of Independence Blue Cross (PA) 1,245 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.