California Independent System Operator 401(k) match, vesting and fees
What California Independent System Operator's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Schwab Retirement Plan Services,inc | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 16 defined-contribution plans in utilities with 500 to 999 participants.
| California Independent System Operator: employer contribution per participant | $17,707 | |
| Peer median | $5,050 |
| California Independent System Operator: average balance | $531,612 | |
| Peer median | $160,474 |
| California Independent System Operator: admin expenses ÷ assets | 0.03% | |
| Peer median | 0.14% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $398M at the end of plan year 2021 to $513M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 971 | $513M | $17.1M | $17,707 | 0.03% | Not published | Form 5500 ↗ |
| 2024 | 957 | $443M | $15.8M | $16,667 | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 945 | $385M | $14.6M | $15,531 | 0.04% | Not published | Form 5500 ↗ |
| 2022 | 900 | $332M | $12.7M | $14,178 | 0.04% | Not published | Form 5500 ↗ |
| 2021 | 824 | $398M | $12M | $14,641 | 0.05% | Not published | Form 5500 ↗ |
Common questions
Does California Independent System Operator match 401(k) contributions?
The match terms for the California Iso Retirement Savings Benefits Plan have not been published from its filing yet. The plan year 2025 filing reports $17.1M in employer contributions, about $17,707 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the California Independent System Operator 401(k) match vested?
The vesting schedule for the California Iso Retirement Savings Benefits Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the California Independent System Operator 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Schwab Retirement Plan Services,inc. The plan administrator is California Independent System Operator Corporation.
I left California Independent System Operator. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (California Independent System Operator Corporation, (916) 608-7000) or the recordkeeper, Schwab Retirement Plan Services,inc. The California Independent System Operator old 401(k) page lists the contacts from every plan filing. Find an old California Independent System Operator 401(k)
Data from the public Form 5500 annual reports California Independent System Operator filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with California Independent System Operator. Not financial advice. Report a correction · Methodology