California Water Service 401(k) match, vesting and fees
What California Water Service'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 | Fid Inv Inst Ops | Schedule C ↗ |
| Independent auditor | Wuhoover & Co. LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 88 defined-contribution plans in utilities with 1,000 to 4,999 participants.
| California Water Service: employer contribution per participant | $5,295 | |
| Peer median | $5,211 |
| California Water Service: average balance | $252,020 | |
| Peer median | $181,622 |
| California Water Service: admin expenses ÷ assets | <0.01% | |
| Peer median | 0.08% |
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 $348M at the end of plan year 2021 to $389M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,563 | $389M | $8.2M | $5,295 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 1,550 | $340M | $7.8M | $5,066 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 1,519 | $289M | $7.1M | $4,752 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 1,467 | $348M | $7M | $4,784 | <0.01% | Not published | Form 5500 ↗ |
Other California Water Service plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
California Water Service Company Pension Plan
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.
| Independent auditor | Wuhoover & Co., LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does California Water Service match 401(k) contributions?
The match terms for the California Water Service Company Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $8.2M in employer contributions, about $5,295 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the California Water Service 401(k) match vested?
The vesting schedule for the California Water Service Company Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the California Water Service 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fid Inv Inst Ops. The plan administrator is California Water Service Company.
I left California Water Service. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (California Water Service Company, (408) 367-8263) or the recordkeeper, Fid Inv Inst Ops. The California Water Service old 401(k) page lists the contacts from every plan filing. Find an old California Water Service 401(k)
Data from the public Form 5500 annual reports California Water Service filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) 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 Water Service. Not financial advice. Report a correction · Methodology