Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

Sun-Maid Growers of California Defined Benefit Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Sun-Maid Growers of California · California · Wholesale Trade

What the 2023 filing shows

Sun-Maid Growers of California Defined Benefit Pension Plan holds $15M for 73 participants — about $203,758 per participant, down 23.7% over the 2022 plan year.

$15M
total plan assets (2022 EOY)
73
covered participants
$203,758
avg assets per participant
-23.7%
assets change YoY

The plan reported a net loss of $5M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$15M
Participants
73
State
Industry
Wholesale Trade

What the Filing Says About Sun-Maid Growers of California Defined Benefit Pension Plan

Sun-Maid Growers of California Defined Benefit Pension Plan is a Defined Benefit (Pension) retirement plan sponsored by Sun-Maid Growers of California, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $15M in total end-of-year assets and covers 73 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 940908760, and the plan has been effective since 1989-08-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $20M at the beginning of 2022 to $15M at year-end — a decline of 23.7%. Net assets (after liabilities) closed the year at $15M, with reported net income of $-4,607,794 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$20M
Total Assets (End of Year)$15M
Net Assets (End of Year)$15M
Net Income$-4,607,794
Plan TypeDefined Benefit (Pension)
Employer EIN940908760
Plan Effective Date1989-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sun-Maid Growers of California)

Year Plans Participants Total Assets
2022 4 410 $61M
2023 2 348 $49M
2024 1 246 $54M

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Sun-Maid Growers of California Defined Benefit Pension Plan?
As of the 2022 Form 5500 filing, Sun-Maid Growers of California Defined Benefit Pension Plan holds $15M in total assets with 73 participants. It is sponsored by Sun-Maid Growers of California.
What type of plan is Sun-Maid Growers of California Defined Benefit Pension Plan?
Sun-Maid Growers of California Defined Benefit Pension Plan is a Defined Benefit (Pension) plan. It has been effective since 1989-08-01. The plan is filed with the U.S. Department of Labor under EIN 940908760.
Who sponsors the Sun-Maid Growers of California Defined Benefit Pension Plan?
Sun-Maid Growers of California Defined Benefit Pension Plan is sponsored by Sun-Maid Growers of California, located in California. The sponsor's EIN is 940908760 and the plan operates in the Wholesale Trade industry.
How did Sun-Maid Growers of California Defined Benefit Pension Plan perform in 2022?
Sun-Maid Growers of California Defined Benefit Pension Plan declined by 23.7% during 2022, moving from $20M to $15M in total assets. Net income was $-4,607,794.
Where can I find official filings for Sun-Maid Growers of California Defined Benefit Pension Plan?
Official Form 5500 filings for Sun-Maid Growers of California Defined Benefit Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 940908760 or plan name at efast.dol.gov.
How does Sun-Maid Growers of California Defined Benefit Pension Plan compare to other plans?
You can compare Sun-Maid Growers of California Defined Benefit Pension Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 940908760.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.