ESOP · DOL Form 5500 · 2022

Porterville Citrus, Inc. ESOP

Data updated 2026-08-25

$199M
Total assets Near avg plan size
414
Participants Below avg headcount
96th
Percentile by assets National rank
$480,090
Avg per participant High balance/head
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Official DOL plan name: Porterville Citrus, Inc. Employee Stock Ownership Plan · Sponsored by Porterville Citrus, Inc. · California · Agriculture, Forestry & Fishing

$199M in assets, 414 participants

Porterville Citrus, Inc.'s Porterville Citrus, Inc. Employee Stock Ownership Plan reported $199M in total assets and 414 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #1,507 in Agriculture, Forestry & Fishing (1,523 peers)

Where Porterville Citrus, Inc. Employee Stock Ownership Plan sits by assets

Porterville Citrus, Inc. Employee Stock Ownership Plan sits in the top 5% of all filed plans by assets, $199M for 414 participants (~$480,090/participant), down 1.3% in 2022.

#1,507
in Agriculture, Forestry & Fishing (1,523 peers)
-1.3%
assets change YoY
2.0×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Porterville Citrus, Inc. Employee Stock Ownership Plan's outsized position by total assets

Porterville Citrus, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$198,757,132 Top 4% higher than 96% 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

Porterville Citrus, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Porterville Citrus, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (414 participants).

Published 5500 schedule card

Filing strip 770312943 · Porterville Citrus, Inc. PY 2022 · ESOP

Porterville Citrus, Inc. Employee Stock Ownership Plan · $199M · 414 · 96th

  • BOOK $199M
  • BOOK 414
  • BOOK 96th
  • BOOK ESOP
  • BOOK near Zander Group Holdings, Inc. Employee Stock Ownership Plan
  • BOOK ind #1507

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 What is an ESOP? → · Plans in California →

Porterville Citrus, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Emery Sapp Employee Stock Ownership PlanEmery Sapp Employee Stock Ow…$202ML/B Water Service, Inc. Employee Stock Ownership PlanL/B Water Service, Inc. Empl…$201MZander Group Holdings, Inc. Employee Stock Ownership PlanZander Group Holdings, Inc. …$200MPorterville Citrus, Inc. Employee Stock Ownership PlanPorterville Citrus, Inc. Emp…$199MDavid Clark Employee Stock Ownership PlanDavid Clark Employee Stock O…$192M
End-of-year total assets ($M) among Porterville Citrus, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$201M
Net Assets (End of Year)$198M
Net Income-$2M
Employer EIN770312943
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Porterville Citrus, Inc.)

Sponsor-wide plan assets over time

All Porterville Citrus, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$249M 25.338344085182314% vs 2022
2024 filing year
$180M$200M$220M$240M$260M 202220232024 $199M $249M ▲ +25.3%
Year Plans Participants Total Assets
2022 1 414 $199M
2023 1 379 $220M
2024 1 405 $249M

Nearby ESOP Plans in California

Peer ESOP plans, same state, same plan type, ranked by total assets.

Porterville Citrus, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 01234 Total assets ($B) Participants Porterville Citrus, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.198757132 · Participants: 414Porterville Citrus, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Porterville Citrus, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Porterville Citrus, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Porterville Citrus, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Zander Group Holdings, Inc. Employee Stock Ownership Plan in TN ($200M); by covered participants it is Schnabel, Inc. Employee Stock Ownership Plan in VA (414 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (414 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 Porterville Citrus, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Porterville Citrus, Inc. Employee Stock Ownership Plan edged down modestly - down 1.3% during 2022, from $201M to $199M. Reported net income was -$2M.
How have Porterville Citrus, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Porterville Citrus, Inc.'s sponsor-wide assets grew 25.3%, from $199M to $249M.
Where does Porterville Citrus, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Porterville Citrus, Inc. Employee Stock Ownership Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Porterville Citrus, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Zander Group Holdings, Inc. Employee Stock Ownership Plan in TN ($200M, 184 participants).
Which ESOP plans cover a similar participant headcount to Porterville Citrus, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Schnabel, Inc. Employee Stock Ownership Plan in VA (414 participants, $75M 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 770312943.

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.