401(k) · DOL Form 5500 · 2022

Citrus World, Inc. 401(k) Plan

Data updated 2026-08-25

$73M
Total assets Below avg plan size
746
Participants Near avg headcount
91st
Percentile by assets National rank
$97,955
Avg per participant Below avg balance/head
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Official DOL plan name: Citrus World, Inc. 401(k) Retirement Plan · Sponsored by Citrus World, Inc. · Florida · Agriculture, Forestry & Fishing

$73M in assets, 746 participants

Citrus World, Inc.'s Citrus World, Inc. 401(k) Retirement Plan reported $73M in total assets and 746 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.

  • #1,462 in Agriculture, Forestry & Fishing (1,523 peers)

Where Citrus World, Inc. 401(k) Retirement Plan sits by assets

Citrus World, Inc. 401(k) Retirement Plan sits in the top 10% of all filed plans by assets, $73M for 746 participants (~$97,955/participant), down 25.7% in 2022.

#1,462
in Agriculture, Forestry & Fishing (1,523 peers)
-25.7%
assets change YoY
0.7×
vs typical plan assets (national mean)

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.

Citrus World, Inc. 401(k) Retirement Plan's outsized position by total assets

Citrus World, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$73,074,217 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

Citrus World, Inc. 401(k) Retirement 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. Citrus World, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (746 participants).

Plan-year Form 5500 strip

Filing strip 590245940 · Citrus World, Inc. PY 2022 · 401(k)

Citrus World, Inc. 401(k) Retirement Plan · $73M · 746 · 91st

  • PHOTO $73M
  • PHOTO 746
  • PHOTO 91st
  • PHOTO 401(k)
  • PHOTO near Audubon Engineering Company, L.L.C. Employees Savings Trust
  • PHOTO ind #1462

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Florida →

Citrus World, Inc. 401(k) Retirement Plan in the asset neighbourhood

Audubon Engineering Company, L.L.C. Employees Savings TrustAudubon Engineering Company,…$73MCitrus World, Inc. 401(k) Retirement PlanCitrus World, Inc. 401(k) Re…$73MTree Top, Inc. Salary Savings PlanTree Top, Inc. Salary Saving…$73MBray International, Inc. 401(k) P/S PlanBray International, Inc. 401…$73MSwanson, Martin & Bell, LLP 401(k) Profit Sharing PlanSwanson, Martin & Bell, LLP …$73M
End-of-year total assets ($M) among Citrus World, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$98M
Net Assets (End of Year)$73M
Net Income-$25M
Employer EIN590245940
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Citrus World, Inc.)

Sponsor-wide plan assets over time

All Citrus World, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$83M 14.223915666451822% vs 2022
2024 filing year
$70M$75M$80M$85M 202220232024 $73.1M $83.5M ▲ +14.2%
Year Plans Participants Total Assets
2022 1 746 $73M
2023 1 737 $80M
2024 1 733 $83M

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Citrus World, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Citrus World, Inc. 401(k) Retirement Plan, Total assets ($B): 0.073074217 · Participants: 746Citrus World, Inc. 401(k) Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Citrus World, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Citrus World, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Citrus World, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Audubon Engineering Company, L.L.C. Employees Savings Trust in LA ($73M); by covered participants it is Phoenix 401(k) Plan in AL (746 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (746 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 Citrus World, Inc. 401(k) Retirement Plan assets move in 2022? ▼
Citrus World, Inc. 401(k) Retirement Plan declined sharply - down 25.7% during 2022, from $98M to $73M. Reported net income was -$25M.
How have Citrus World, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Citrus World, Inc.'s sponsor-wide assets grew 14.2%, from $73M to $83M.
Where does Citrus World, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Citrus World, Inc. 401(k) Retirement 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 401(k) plans are similar in size to Citrus World, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Audubon Engineering Company, L.L.C. Employees Savings Trust in LA ($73M, 557 participants).
Which 401(k) plans cover a similar participant headcount to Citrus World, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Phoenix 401(k) Plan in AL (746 participants, $193K 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 590245940.

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.