Citrus World, Inc. 401(k) Retirement Plan

Compiled by PlainRetire Editorial, Retirement Plans Editorial Team

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

Sponsored by Citrus World, Inc. · Florida · Agriculture, Forestry & Fishing

What the 2023 filing shows

Citrus World, Inc. 401(k) Retirement Plan holds $73M for 746 participants - about $97,955 per participant, down 25.7% over the 2022 plan year.

$73M
total plan assets (2022 EOY): 746
covered participants: $97,955
avg assets per participant: -25.7%
assets change YoY

The plan reported a net loss of $25M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)

$73M

Participants

746

State

Florida

Industry

Agriculture, Forestry & Fishing

What the Filing Says About Citrus World, Inc. 401(k) Retirement Plan

Citrus World, Inc. 401(k) Retirement Plan is a 401(k) retirement plan sponsored by Citrus World, Inc., headquartered in Florida. As of the 2022 Form 5500 filing, the plan reports $73M in total end-of-year assets and covers 746 participants across the Agriculture, Forestry & Fishing industry. The sponsor's EIN on file with the U.S. Department of Labor is 590245940, and the plan has been effective since 1989-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $98M at the beginning of 2022 to $73M at year-end — a decline of 25.7%. Net assets (after liabilities) closed the year at $73M, with reported net income of $-25,313,763 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)	$98M
Total Assets (End of Year)	$73M
Net Assets (End of Year)	$73M
Net Income	$-25,313,763
Plan Type	401(k)
Employer EIN	590245940
Plan Effective Date	1989-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Citrus World, Inc.)

Year	Plans	Participants	Total Assets
2022	1	746	$73M
2023	1	737	$80M
2024	1	733	$83M

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Related Data

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Frequently Asked Questions

How much money is in the Citrus World, Inc. 401(k) Retirement Plan? ▼

As of the 2022 Form 5500 filing, Citrus World, Inc. 401(k) Retirement Plan holds $73M in total assets with 746 participants. It is sponsored by Citrus World, Inc..

What type of plan is Citrus World, Inc. 401(k) Retirement Plan? ▼

Citrus World, Inc. 401(k) Retirement Plan is a 401(k) plan. It has been effective since 1989-01-01. The plan is filed with the U.S. Department of Labor under EIN 590245940.

Who sponsors the Citrus World, Inc. 401(k) Retirement Plan? ▼

Citrus World, Inc. 401(k) Retirement Plan is sponsored by Citrus World, Inc., located in Florida. The sponsor's EIN is 590245940 and the plan operates in the Agriculture, Forestry & Fishing industry.

How did Citrus World, Inc. 401(k) Retirement Plan perform in 2022? ▼

Citrus World, Inc. 401(k) Retirement Plan declined by 25.7% during 2022, moving from $98M to $73M in total assets. Net income was $-25,313,763.

Where can I find official filings for Citrus World, Inc. 401(k) Retirement Plan? ▼

Official Form 5500 filings for Citrus World, Inc. 401(k) Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 590245940 or plan name at efast.dol.gov.

How does Citrus World, Inc. 401(k) Retirement Plan compare to other plans? ▼

You can compare Citrus World, Inc. 401(k) Retirement Plan against other 401(k) plans on the plan type page, or view plans in Florida on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.