Defined Benefit (Pension) · DOL Form 5500 · 2023
Golden State Water Company Pension Plan
Data updated 2026-08-25
- $221M
- Total assets Near avg plan size
- 202
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $1.1M
- Avg per participant High balance/head
Official DOL plan name: Golden State Water Company Pension Plan · Sponsored by Golden State Water Company · California · Utilities
$221M in assets, 202 participants
Golden State Water Company's Golden State Water Company Pension Plan reported $221M in total assets and 202 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #532 in Utilities (721 peers)
Coverage in California
Golden State Water Company Pension Plan covers 202 participants in California, about 32% of the average California filer (state average ~630 per filing). Assets: $221M.
- #532
- in Utilities (721 peers)
- +6.0%
- assets growth YoY
- 2.2×
- vs typical plan assets (national mean)
Golden State Water Company Pension Plan's outsized position by total assets
Golden State Water Company Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$220,706,723 Top 5% higher than 95% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Golden State Water Company Pension Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Golden State Water Company Pension Plan sits mid-pack in the medium band (202 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Golden State Water Company Pension Plan reported net income fell from $19M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Golden State Water Company Pension Plan reported participants fell from 219 in the plan year 2022 filing to 202 in the plan year 2023 filing.
- Golden State Water Company Pension Plan end-of-year assets rose from $208M in the plan year 2022 filing to $221M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 951243678 · Golden State Water Company PY 2023 · Defined Benefit (Pension)
Golden State Water Company Pension Plan · $221M · 202 · 95th
- ASSETS $221M
- ASSETS 202
- ASSETS 95th
- ASSETS Defined Benefit (Pension)
- ASSETS near The Phila Bakery Employers & Food Driver Salesmens Union Local #463 & Teamsters Local #676 Pension Pl
- ASSETS ind #532
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 →
Golden State Water Company Pension Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $208M |
|---|---|
| Net Assets (End of Year) | $220M |
| Net Income | $12M |
| Employer EIN | 951243678 |
| Plan Effective Date | 1944-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Golden State Water Company)
Sponsor-wide plan assets over time
All Golden State Water Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $430M 7.660115685954545% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,020 | $400M |
| 2023 | 2 | 1,006 | $430M |
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 $33.5B · 127,356
- Pacific Gas and Electric Company Retirement Plan $21.4B · 22,914
- Pacific Gas and Electric Company Retirement Plan $18.0B · 25,647
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.8B · 19,545
- Disney Salaried Pension Plan D $10.1B · 10,813
Golden State Water 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 The Phila Bakery Employers & Food Driver Salesmens Union Local #463 & Teamsters Local #676 Pension Pl in NJ ($221M); by covered participants it is Ameritas Pension Plan in NE (202 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($221M here).
- The Phila Bakery Employers & Food Driver Salesmens Union Local #463 & Teamsters Local #676 Pension Pl (NJ) $221M · 535
- Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. (AZ) $221M · 514
- Rockford Pipe Trades Industry Pension Fund (IL) $221M · 429
- Coca-Cola Bottling Company United, Inc. Retirement Plan (AL) $220M · 1,208
Similar participant headcount
Nearest other-state filings by covered participants (202 participants); asset peers above are excluded.
- Ameritas Pension Plan (NE) 202 · 0 off
- Simpson Employees Retirement Trust (WA) 202 · 0 off
- Stoel Rives LLP Cash Balance Plan (OR) 202 · 0 off
- Rockford Area Dairy Industry Local 754 Ib of T Retirement Pension Plan (IL) 202 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.