401(k) · DOL Form 5500 · 2022
Costa Fruit & Produce Company, Inc. 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 73
- Participants Small participant base
- 53rd
- Percentile by assets National rank
- $77,919
- Avg per participant Below avg balance/head
Official DOL plan name: Costa 401(k) Plan · Sponsored by Costa Fruit & Produce Company, Inc. · Massachusetts · Wholesale Trade
$6M in assets, 73 participants
Costa Fruit & Produce Company, Inc.'s Costa 401(k) Plan reported $6M in total assets and 73 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.
- #2,844 in Wholesale Trade (6,843 peers)
2022 asset change
Costa 401(k) Plan declined sharply 16.3% in 2022 ($7M → $6M) for 73 participants.
- #2,844
- in Wholesale Trade (6,843 peers)
- -16.3%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Costa 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers
Costa 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,688,099 Top 47% higher than 53% 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
Costa 401(k) Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Costa 401(k) Plan is a small filing (73 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 042076359 · Costa Fruit & Produce Company, Inc. PY 2022 · 401(k)
Costa 401(k) Plan · $6M · 73 · 53rd
- 5500 $6M
- 5500 73
- 5500 53rd
- 5500 401(k)
- 5500 near Ultimate Hydroforming, Inc. Employees' Salary Savings 401(k) and Retirement Plan
- 5500 ind #2844
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 Wholesale Trade retirement plans → · Plans in Massachusetts →
Costa 401(k) Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$1M |
| Employer EIN | 042076359 |
| Plan Effective Date | 1998-10-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
Costa 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Ultimate Hydroforming, Inc. Employees' Salary Savings 401(k) and Retirement Plan in MI ($6M); by covered participants it is Bridgefarmer & Associates, Inc. 401(k) Plan in TX (73 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (73 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.