401(k) · DOL Form 5500 · 2024

Arizona Water Co. 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
258
Participants Below avg headcount
84th
Percentile by assets National rank
$193,427
Avg per participant Above avg balance/head
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Official DOL plan name: Arizona Water Company Retirement and Savings Plan · Sponsored by Arizona Water Co. · Arizona · Utilities

$50M in assets, 258 participants

Arizona Water Co.'s Arizona Water Company Retirement and Savings Plan reported $50M in total assets and 258 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #373 in Utilities (732 peers)

Coverage in Arizona

Arizona Water Company Retirement and Savings Plan covers 258 participants in Arizona, about 46% of the average Arizona filer (state average ~564 per filing). Assets: $50M.

#373
in Utilities (732 peers)
+13.7%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Arizona Water Company Retirement and Savings Plan's outsized position by total assets

Arizona Water Company Retirement and Savings Plan vs every filed plan by assets

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

$49,904,132 Top 16% higher than 84% 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

Arizona Water Company Retirement and Savings 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. Arizona Water Company Retirement and Savings Plan sits mid-pack in the medium band (258 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Arizona Water Company Retirement and Savings Plan reported net income fell from $10M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Arizona Water Company Retirement and Savings Plan end-of-year assets rose from $44M in the plan year 2023 filing to $50M in the plan year 2024 filing.
  • Arizona Water Company Retirement and Savings Plan reported participants rose from 250 in the plan year 2023 filing to 258 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 860119837 · Arizona Water Co. PY 2024 · 401(k)

Arizona Water Company Retirement and Savings Plan · $50M · 258 · 84th

  • SCH $50M
  • EBSA 258
  • PART 84th
  • TYPE 401(k)
  • NET near Terra Energy Partners 401(k) Plan
  • BOOK ind #373

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 Arizona →

Arizona Water Company Retirement and Savings Plan in the asset neighbourhood

Imerys 401(k) Plan for Bargaining EmployeesImerys 401(k) Plan for Barga…$50MFagron Holding USA, LLC 401(k) Profit Sharing Plan & TrustFagron Holding USA, LLC 401(…$50MThe Burkhart Dental Supply Co. Profit Sharing and 401(k) Plan and TrustThe Burkhart Dental Supply C…$50MArizona Water Company Retirement and Savings PlanArizona Water Company Retire…$50MTerra Energy Partners 401(k) PlanTerra Energy Partners 401(k)…$50M
End-of-year total assets ($M) among Arizona Water Company Retirement and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Arizona filing particulars

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$50M
Net Income$6M
Employer EIN860119837
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Arizona Water Co.)

Sponsor-wide plan assets over time

All Arizona Water Co. plans reported in each filing year

Latest sponsor-wide plan assets
$50M 45.63964876026124% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $34.3M $49.9M ▲ +45.6%
Year Plans Participants Total Assets
2022 1 185 $34M
2023 1 250 $44M
2024 1 258 $50M

Nearby 401(k) Plans in Arizona

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Arizona Water Company Retirement and Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Arizona Water Company Retirement and Savings Plan, Total assets ($B): 0.049904132 · Participants: 258Arizona Water Company Retirement and Savings PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Arizona Water Company Retirement and Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Arizona Water Company Retirement and Savings Plan side-by-side with 3 peers →

Arizona Water Company Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Terra Energy Partners 401(k) Plan in TX ($50M); by covered participants it is Momomilk, LLC 401(k) Profit Sharing Plan in NY (258 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (258 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 Arizona Water Company Retirement and Savings Plan assets move in 2024? ▼
Arizona Water Company Retirement and Savings Plan grew at a solid clip - up 13.7% during 2024, from $44M to $50M. Reported net income was $6M.
How have Arizona Water Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Arizona Water Co.'s sponsor-wide assets grew 45.6%, from $34M to $50M.
Where does Arizona Water Company Retirement and Savings Plan rank by assets among Form 5500 filers? ▼
Arizona Water Company Retirement and Savings Plan ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Arizona Water Company Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Terra Energy Partners 401(k) Plan in TX ($50M, 268 participants).
Which 401(k) plans cover a similar participant headcount to Arizona Water Company Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Momomilk, LLC 401(k) Profit Sharing Plan in NY (258 participants, $3M 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 860119837.

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.