401(k) · DOL Form 5500 · 2024

Southern California Mutual Water Companies Association 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
19
Participants Small participant base
40th
Percentile by assets National rank
$231,460
Avg per participant Above avg balance/head
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Official DOL plan name: Southern California Mutual Water Companies Association 401(k) Plan · Sponsored by Southern California Mutual Water Companies Association · California · Utilities

$4M in assets, 19 participants

Southern California Mutual Water Companies Association's Southern California Mutual Water Companies Association 401(k) Plan reported $4M in total assets and 19 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #107 in Utilities (732 peers)

Utilities sector rank

Within Utilities, Southern California Mutual Water Companies Association 401(k) Plan ranks #107 of 732 2024 filers by assets (12209% of the sector average)-$4M for 19 participants.

#107
in Utilities (732 peers)
+25.8%
assets growth YoY

Southern California Mutual Water Companies Association 401(k) Plan's mid-pack asset rank among Utilities and all filers

Southern California Mutual Water Companies Association 401(k) Plan vs every filed plan by assets

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

$4,397,743 40th percentile higher than 40% 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

Southern California Mutual Water Companies Association 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern California Mutual Water Companies Association 401(k) Plan is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southern California Mutual Water Companies Association 401(k) Plan reported net income rose from $615K in the plan year 2023 filing to $901K in the plan year 2024 filing.
  • Southern California Mutual Water Companies Association 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 516134558 · Southern California Mutual Water Companies Association PY 2024 · 401(k)

Southern California Mutual Water Companies Association 401(k) Plan · $4M · 19 · 40th

  • RANK $4M
  • RANK 19
  • RANK 40th
  • RANK 401(k)
  • RANK near Nuview IRA, Inc. 401(k) Plan
  • RANK ind #107

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 →

Southern California Mutual Water Companies Association 401(k) Plan in the asset neighbourhood

Southern California Mutual Water Companies Association 401(k) PlanSouthern California Mutual W…$4MNuview IRA, Inc. 401(k) Plan$4MAustin Capital, LLC Retirement PlanAustin Capital, LLC Retireme…$4MPreferred Technologies 401(k) Profit Sharing Plan & TrustPreferred Technologies 401(k…$4MFetch Veterinary Group, LLC 401(k) Profit Sharing Plan & TrustFetch Veterinary Group, LLC …$4M
End-of-year total assets ($M) among Southern California Mutual Water Companies Association 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Utilities filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$901K
Employer EIN516134558
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern California Mutual Water Companies Association)

Sponsor-wide plan assets over time

All Southern California Mutual Water Companies Association plans reported in each filing year

Latest sponsor-wide plan assets
$4M 52.580524063889115% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M$5M 202220232024 $2.88M $4.4M ▲ +52.8%
Year Plans Participants Total Assets
2022 1 19 $3M
2023 1 19 $3M
2024 1 19 $4M

Nearby 401(k) Plans in California

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

Southern California Mutual Water Companies Association 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Southern California Mutual Water Companies Association 401(k) Plan, Total assets ($B): 0.004397743 · Participants: 19Southern California Mutual Water Companies Association 401(k) 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
Southern California Mutual Water Companies Association 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Southern California Mutual Water Companies Association 401(k) Plan side-by-side with 3 peers →

Southern California Mutual Water Companies Association 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Nuview IRA, Inc. 401(k) Plan in IL ($4M); by covered participants it is Handsome Holdings, Inc. 401(k) Plan in TX (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Southern California Mutual Water Companies Association 401(k) Plan assets move in 2024? ▼
Southern California Mutual Water Companies Association 401(k) Plan grew sharply - up 25.8% during 2024, from $3M to $4M. Reported net income was $901K.
How have Southern California Mutual Water Companies Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern California Mutual Water Companies Association's sponsor-wide assets grew 52.6%, from $3M to $4M.
Which 401(k) plans are similar in size to Southern California Mutual Water Companies Association 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nuview IRA, Inc. 401(k) Plan in IL ($4M, 41 participants).
Which 401(k) plans cover a similar participant headcount to Southern California Mutual Water Companies Association 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Handsome Holdings, Inc. 401(k) Plan in TX (19 participants, $412K 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 516134558.

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.