401(k) · DOL Form 5500 · 2024

California Independent System Operator Corporation 401(k) Plan

Data updated 2026-08-25

$443M
Total assets Above avg plan size
717
Participants Below avg headcount
97th
Percentile by assets National rank
$618,283
Avg per participant High balance/head
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Official DOL plan name: California Iso Retirement Savings Benefits Plan · Sponsored by California Independent System Operator Corporation · California · Utilities

$443M in assets, 717 participants

California Independent System Operator Corporation's California Iso Retirement Savings Benefits Plan reported $443M in total assets and 717 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

  • #581 in Utilities (732 peers)

Where California Iso Retirement Savings Benefits Plan sits by assets

California Iso Retirement Savings Benefits Plan sits in the top 5% of all filed plans by assets, $443M for 717 participants (~$618,283/participant), up 15.1% in 2024.

#581
in Utilities (732 peers)
+15.1%
assets growth YoY
4.4×
vs typical plan assets (national mean)

California Iso Retirement Savings Benefits Plan's outsized position by total assets

California Iso Retirement Savings Benefits Plan vs every filed plan by assets

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

$443,308,790 Top 3% higher than 97% 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

California Iso Retirement Savings Benefits 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. California Iso Retirement Savings Benefits Plan sits mid-pack in the medium band (717 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • California Iso Retirement Savings Benefits Plan end-of-year assets rose from $385M in the plan year 2023 filing to $443M in the plan year 2024 filing.
  • California Iso Retirement Savings Benefits Plan reported net income rose from $53M in the plan year 2023 filing to $58M in the plan year 2024 filing.
  • California Iso Retirement Savings Benefits Plan reported participants rose from 666 in the plan year 2023 filing to 717 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 943274043 · California Independent System Operator Corporation PY 2024 · 401(k)

California Iso Retirement Savings Benefits Plan · $443M · 717 · 97th

  • TYPE $443M
  • TYPE 717
  • TYPE 97th
  • TYPE 401(k)
  • TYPE near Liberty Utilities National 401(k) Plan
  • TYPE ind #581

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 Iso Retirement Savings Benefits Plan in the asset neighbourhood

Airbus Americas, Inc. 401(k) Savings PlanAirbus Americas, Inc. 401(k)…$444MKennedy Krieger Institute Retirement Savings PlanKennedy Krieger Institute Re…$443MLiberty Utilities National 401(k) PlanLiberty Utilities National 4…$443MCalifornia Iso Retirement Savings Benefits PlanCalifornia Iso Retirement Sa…$443MShands Jacksonville Retirement PlanShands Jacksonville Retireme…$443M
End-of-year total assets ($M) among California Iso Retirement Savings Benefits Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$385M
Net Assets (End of Year)$443M
Net Income$58M
Employer EIN943274043
Plan Effective Date1997-05-05
Filing StatusFILING RECEIVED

Sponsor Plan History (California Independent System Operator Corporation)

Sponsor-wide plan assets over time

All California Independent System Operator Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$443M 33.366907754035935% vs 2022
2024 filing year
$300M$350M$400M$450M$500M 202220232024 $332M $443M ▲ +33.4%
Year Plans Participants Total Assets
2022 1 640 $332M
2023 1 666 $385M
2024 1 717 $443M

Nearby 401(k) Plans in California

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

California Iso Retirement Savings Benefits Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants California Iso Retirement Savings Benefits Plan, Total assets ($B): 0.44330879 · Participants: 717California Iso Retirement Savings Benefits 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
California Iso Retirement Savings Benefits Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare California Iso Retirement Savings Benefits Plan side-by-side with 3 peers →

California Iso Retirement Savings Benefits Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Liberty Utilities National 401(k) Plan in AZ ($443M); by covered participants it is Regal Marine 401(k) Retirement Plan in FL (717 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($443M here).

Similar participant headcount

Nearest other-state filings by covered participants (717 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 California Iso Retirement Savings Benefits Plan assets move in 2024? ▼
California Iso Retirement Savings Benefits Plan grew sharply - up 15.1% during 2024, from $385M to $443M. Reported net income was $58M.
How have California Independent System Operator Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), California Independent System Operator Corporation's sponsor-wide assets grew 33.4%, from $332M to $443M.
Where does California Iso Retirement Savings Benefits Plan rank by assets among Form 5500 filers? ▼
California Iso Retirement Savings Benefits Plan ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to California Iso Retirement Savings Benefits Plan? ▼
Among 401(k) plans in other states, the closest by assets is Liberty Utilities National 401(k) Plan in AZ ($443M, 2,492 participants).
Which 401(k) plans cover a similar participant headcount to California Iso Retirement Savings Benefits Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Regal Marine 401(k) Retirement Plan in FL (717 participants, $30M 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 943274043.

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.