ESOP · DOL Form 5500 · 2022
Coast Citrus Distributors ESOP
Data updated 2026-08-11
- $75M
- Total assets
- 146
- Participants
- 91st
- Percentile by assets
- $513,173
- Avg per participant
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.
- 91st percentile by assets (of 139,126 plans)
- #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.
- $75M
- total plan assets (2022 EOY)
- 146
- covered participants
- 91st
- percentile by assets (of 139,126 plans)
- $513,173
- avg assets per participant
Where Coast Citrus Distributors Employee Stock Ownership Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Coast Citrus Distributors Employee Stock Ownership Plan reports 146 participants - about 23% of that state average ($75M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $66M |
|---|---|
| Net Assets (End of Year) | $52M |
| Net Income | $10M |
| Employer EIN | 951628554 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Coast Citrus Distributors)
| 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
- 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 Coast Citrus Distributors Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Coast Citrus Distributors Employee Stock Ownership Plan assets move in 2022? ▼
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Where does Coast Citrus Distributors Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
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Next read for Coast Citrus Distributors Employee Stock…
Filing takeaways
Ways to act on Coast Citrus Distributors Employee Stock Ownership Plan's numbers.
- By total assets, Coast Citrus Distributors Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
- Coast Citrus Distributors's sponsor-wide assets have grown 8.9% since 2022 across 3 plan years on file. More Retail Trade plans