401(k) · DOL Form 5500 · 2022

Lemon Tree Investment Co., Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
31
Participants Small participant base
36th
Percentile by assets National rank
$74,441
Avg per participant Below avg balance/head
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Official DOL plan name: Lemon Tree Investment Co., Inc. 401(k) Plan · Sponsored by Lemon Tree Investment Co., Inc. · California · Agriculture, Forestry & Fishing

$2M in assets, 31 participants

Lemon Tree Investment Co., Inc.'s Lemon Tree Investment Co., Inc. 401(k) Plan reported $2M in total assets and 31 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.

  • #592 in Agriculture, Forestry & Fishing (1,523 peers)

Lemon Tree Investment Co., Inc. multi-year trail

Lemon Tree Investment Co., Inc.'s plans moved +55.6% in assets from 2022 to 2024; this filing shows Lemon Tree Investment Co., Inc. 401(k) Plan at $2M / 31 participants.

#592
in Agriculture, Forestry & Fishing (1,523 peers)
-20.7%
assets change YoY

The plan reported a net loss of $604K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lemon Tree Investment Co., Inc. 401(k) Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Lemon Tree Investment Co., Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,307,665 36th percentile higher than 36% of 139,123 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 2022

Lemon Tree Investment Co., Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lemon Tree Investment Co., Inc. 401(k) Plan is a small filing (31 participants) on this national headcount ladder.

DOL schedule card

Filing strip 770236280 · Lemon Tree Investment Co., Inc. PY 2022 · 401(k)

Lemon Tree Investment Co., Inc. 401(k) Plan · $2M · 31 · 36th

  • EIN $2M
  • EIN 31
  • EIN 36th
  • EIN 401(k)
  • EIN near Johnson Security Bureau, Inc. Retirement Plan
  • EIN ind #592

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 Agriculture, Forestry & Fishing retirement plans → · Plans in California →

Lemon Tree Investment Co., Inc. 401(k) Plan in the asset neighbourhood

Lemon Tree Investment Co., Inc. 401(k) PlanLemon Tree Investment Co., I…$2MJohnson Security Bureau, Inc. Retirement PlanJohnson Security Bureau, Inc…$2MEmployee Benefit Plan of Neighbor to Family, Inc.Employee Benefit Plan of Nei…$2MKaizen Auto Care, LLC 401(k) PlanKaizen Auto Care, LLC 401(k)…$2M403(b) Thrift Plan of the Arc of Maui403(b) Thrift Plan of the Ar…$2M
End-of-year total assets ($M) among Lemon Tree Investment Co., Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Lemon Tree Investment Co., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lemon Tree Investment Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 55.6403984113812% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.31M $3.59M ▲ +55.4%
Year Plans Participants Total Assets
2022 1 31 $2M
2023 1 34 $3M
2024 1 32 $4M

Lemon Tree Investment Co., Inc. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$604K
Employer EIN770236280
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Lemon Tree Investment Co., Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Lemon Tree Investment Co., Inc. 401(k) Plan, Total assets ($B): 0.002307665 · Participants: 31Lemon Tree Investment Co., Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Lemon Tree Investment Co., Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Lemon Tree Investment Co., Inc. 401(k) Plan side-by-side with 3 peers →

Lemon Tree Investment Co., Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Johnson Security Bureau, Inc. Retirement Plan in NY ($2M); by covered participants it is Doty Pruett Wilson, PC 401(k) Profit Sharing Plan in OR (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lemon Tree Investment Co., Inc. 401(k) Plan assets move in 2022? ▼
Lemon Tree Investment Co., Inc. 401(k) Plan declined sharply - down 20.7% during 2022, from $3M to $2M. Reported net income was -$604K.
How have Lemon Tree Investment Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lemon Tree Investment Co., Inc.'s sponsor-wide assets grew 55.6%, from $2M to $4M.
Which 401(k) plans are similar in size to Lemon Tree Investment Co., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Johnson Security Bureau, Inc. Retirement Plan in NY ($2M, 148 participants).
Which 401(k) plans cover a similar participant headcount to Lemon Tree Investment Co., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Doty Pruett Wilson, PC 401(k) Profit Sharing Plan in OR (31 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 770236280.

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.