California Independent System Operator Corporation 401(k) Plan: Login, Facts & Contact Information

California Independent System Operator Corporation 401(k) Plan Facts

Plan name
CALIFORNIA ISO RETIREMENT SAVINGS BENEFITS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CALIFORNIA INDEPENDENT SYSTEM OPERATOR CORPORATION
Participants
945 (731 active employees)
Former employees with a balance
221
Plan assets
$443,308,790 at Dec 31, 2024
Average account balance
$466,641 across 950 accounts
Employer contributions
$15,833,339 in plan year 2024 (51% of all contributions)
Recordkeeper
Schwab Retirement Plan Services,inc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
May 5, 1997
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Dec 18, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $31.0 million went into the plan in contributions, $15.8 million of it from the employer (51%).
  • $25.6 million was paid out to participants.
  • Investment and other income added $52.9 million.
  • Administrative expenses were $109,081, about $115 per account.

How the California Independent System Operator Corporation 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019767$293.7 million$11.0 million$12.4 million
2020788$352.0 million$11.3 million$14.3 million
2021808$398.3 million$12.0 million$22.5 million
2022824$332.4 million$12.7 million$19.7 million
2023900$385.1 million$14.6 million$32.6 million
2024945$443.3 million$15.8 million$25.6 million

California Independent System Operator Corporation 401(k) Contact Information

Phone
916-608-7000
Mailing address
250 OUTCROPPING WAY, FOLSOM CA 95630
Plan sponsor
CALIFORNIA INDEPENDENT SYSTEM OPERATOR CORPORATION
Employer identification number (EIN)
94-3274043
Plan number
001

Questions about the California Independent System Operator Corporation 401(k)

Does California Independent System Operator Corporation contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $15.8 million, 51% of all contributions.

Does the California Independent System Operator Corporation 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the California Independent System Operator Corporation 401(k) plan?

945 participants at the start of plan year 2024, 731 of them active employees, and 221 former employees who still had money in the plan.

What is the average 401(k) balance at California Independent System Operator Corporation?

About $466,641 per account: $443.3 million in plan assets across 950 accounts with a balance at the end of plan year 2024.

Who manages the California Independent System Operator Corporation 401(k) accounts?

Schwab Retirement Plan Services (listed on the filing as SCHWAB RETIREMENT PLAN SERVICES,INC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at California Independent System Operator Corporation. How do I access my 401(k)?

Your account stays with Schwab Retirement Plan Services after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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