Golden State Water 401(k) match, vesting and fees
What Golden State Water'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 | John Hancock | Schedule C ↗ |
| Independent auditor | Bdo USA, P.C. (unmodified opinion) | 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.
| Golden State Water: employer contribution per participant | $4,797 | |
| Peer median | $5,211 |
| Golden State Water: average balance | $183,243 | |
| Peer median | $181,622 |
| Golden State Water: admin expenses ÷ assets | 0.15% | |
| 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 $172M at the end of plan year 2021 to $234M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,286 | $234M | $6.1M | $4,797 | 0.15% | Not published | Form 5500 ↗ |
| 2023 | 1,246 | $210M | $5.7M | $4,612 | 0.20% | Not published | Form 5500 ↗ |
| 2022 | 1,198 | $192M | $5.1M | $4,325 | 0.19% | Not published | Form 5500 ↗ |
| 2021 | 1,184 | $172M | $4.9M | $4,162 | 0.16% | Not published | Form 5500 ↗ |
Other Golden State Water plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Golden State Water 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 | Bdo USA, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Golden State Water match 401(k) contributions?
The match terms for the Golden State Water Company Investment Incentive Program have not been published from its filing yet. The plan year 2024 filing reports $6.1M in employer contributions, about $4,797 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Golden State Water 401(k) match vested?
The vesting schedule for the Golden State Water Company Investment Incentive Program is not in the data published so far. Your Summary Plan Description states it.
Who manages the Golden State Water 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is John Hancock. The plan administrator is Golden State Water Company.
I left Golden State Water. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Golden State Water Company, (909) 394-3600) or the recordkeeper, John Hancock. The Golden State Water old 401(k) page lists the contacts from every plan filing. Find an old Golden State Water 401(k)
Data from the public Form 5500 annual reports Golden State Water 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 Golden State Water. Not financial advice. Report a correction · Methodology