ESOP · DOL Form 5500 · 2022

Coast Citrus Distributors ESOP

Data updated 2026-08-25

$75M
Total assets Below avg plan size
146
Participants Small participant base
91st
Percentile by assets National rank
$513,173
Avg per participant High balance/head
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Official DOL plan name: Coast Citrus Distributors Employee Stock Ownership Plan · Sponsored by Coast Citrus Distributors · California · Retail Trade

$75M in assets, 146 participants

Coast Citrus Distributors's Coast Citrus Distributors Employee Stock Ownership Plan reported $75M in total assets and 146 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #9,063 in Retail Trade (9,519 peers)

Coverage in California

Coast Citrus Distributors Employee Stock Ownership Plan covers 146 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $75M.

#9,063
in Retail Trade (9,519 peers)
+13.5%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Coast Citrus Distributors Employee Stock Ownership Plan's outsized position by total assets

Coast Citrus Distributors Employee Stock Ownership Plan vs every filed plan by assets

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

$74,923,265 Top 9% higher than 91% 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

Coast Citrus Distributors 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. Coast Citrus Distributors Employee Stock Ownership Plan sits mid-pack in the medium band (146 participants).

DOL schedule card

Filing strip 951628554 · Coast Citrus Distributors PY 2022 · ESOP

Coast Citrus Distributors Employee Stock Ownership Plan · $75M · 146 · 91st

  • PART $75M
  • TYPE 146
  • NET 91st
  • BOOK ESOP
  • VS-ST near R. C. Lurie Company, Inc. Employee Stock Ownership Plan
  • BOY ind #9063

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 →

Coast Citrus Distributors Employee Stock Ownership Plan in the asset neighbourhood

Nation Safe Drivers Employee Stock Ownership PlanNation Safe Drivers Employee…$75MSchnabel, Inc. Employee Stock Ownership PlanSchnabel, Inc. Employee Stoc…$75MRedner's Employees Profit Sharing and Stock Ownership PlanRedner's Employees Profit Sh…$75MR. C. Lurie Company, Inc. Employee Stock Ownership PlanR. C. Lurie Company, Inc. Em…$75MCoast Citrus Distributors Employee Stock Ownership PlanCoast Citrus Distributors Em…$75M
End-of-year total assets ($M) among Coast Citrus Distributors Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$52M
Net Income$10M
Employer EIN951628554
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Coast Citrus Distributors)

Sponsor-wide plan assets over time

All Coast Citrus Distributors plans reported in each filing year

Latest sponsor-wide plan assets
$95M 8.8683424562008% vs 2022
2024 filing year
$85M$90M$95M$100M 202220232024 $87.2M $94.9M ▲ +8.9%
Year Plans Participants Total Assets
2022 2 297 $87M
2023 2 294 $91M
2024 2 286 $95M

Nearby ESOP Plans in California

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

Coast Citrus Distributors Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Coast Citrus Distributors Employee Stock Ownership Plan, Total assets ($B): 0.074923265 · Participants: 146Coast Citrus Distributors 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
Coast Citrus Distributors Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Coast Citrus Distributors Employee Stock Ownership Plan side-by-side with 3 peers →

Coast Citrus Distributors Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is R. C. Lurie Company, Inc. Employee Stock Ownership Plan in AZ ($75M); by covered participants it is Von Tobel Corporation Employee Stock Ownership Plan in IN (146 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (146 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 Coast Citrus Distributors Employee Stock Ownership Plan assets move in 2022? ▼
Coast Citrus Distributors Employee Stock Ownership Plan grew at a solid clip - up 13.5% during 2022, from $66M to $75M. Reported net income was $10M.
How have Coast Citrus Distributors plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coast Citrus Distributors's sponsor-wide assets grew 8.9%, from $87M to $95M.
Where does Coast Citrus Distributors Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Coast Citrus Distributors Employee Stock Ownership Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Coast Citrus Distributors Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is R. C. Lurie Company, Inc. Employee Stock Ownership Plan in AZ ($75M, 65 participants).
Which ESOP plans cover a similar participant headcount to Coast Citrus Distributors Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Von Tobel Corporation Employee Stock Ownership Plan in IN (146 participants, $28M 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 951628554.

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.