ESOP · DOL Form 5500 · 2022
Porterville Citrus, Inc. ESOP
Data updated 2026-08-11
- $199M
- Total assets
- 414
- Participants
- 96th
- Percentile by assets
- $480,090
- Avg per participant
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.
- 96th percentile by assets (of 139,126 plans)
- #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.
- $199M
- total plan assets (2022 EOY)
- 414
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $480,090
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Porterville Citrus, Inc. Employee Stock Ownership Plan outranks 96% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.0x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $201M |
|---|---|
| Net Assets (End of Year) | $198M |
| Net Income | -$2M |
| Employer EIN | 770312943 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Porterville Citrus, Inc.)
| 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
- Parsons Employee Stock Ownership Plan $2.9B · 7,804
- Acco Employee Stock Ownership Plan $1.2B · 1,318
- Rosendin Electric, Inc. Employee Stock Ownership Plan $995M · 1,488
- Recology Employee Stock Ownership Plan $462M · 3,560
- Agron, Inc. Employee Stock Ownership Plan $456M · 70
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Porterville Citrus, Inc. Employee Stock Ownership Plan by total assets, not by location.
- Zander Group Holdings, Inc. Employee Stock Ownership Plan (TN) $200M · 184
- L/B Water Service, Inc. Employee Stock Ownership Plan (PA) $201M · 192
- Emery Sapp Employee Stock Ownership Plan (MO) $202M · 1,618
- David Clark Employee Stock Ownership Plan (MA) $192M · 220
Frequently Asked Questions
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Ways to act on Porterville Citrus, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Porterville Citrus, Inc. Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
- Porterville Citrus, Inc.'s sponsor-wide assets have grown 25.3% since 2022 across 3 plan years on file. More Agriculture, Forestry & Fishing plans