Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

Limoneira Company Retirement Plan

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

Sponsored by Limoneira Company · California · Agriculture, Forestry & Fishing

What the 2023 filing shows

Limoneira Company Retirement Plan holds $23K for 52 participants — about $437 per participant, down 99.9% over the 2022 plan year.

$23K
total plan assets (2022 EOY)
52
covered participants
$437
avg assets per participant
-99.9%
assets change YoY

The plan reported a net loss of $20M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$23K
Participants
52
State
Industry
Agriculture, Forestry & Fishing

What the Filing Says About Limoneira Company Retirement Plan

Limoneira Company Retirement Plan is a Defined Benefit (Pension) retirement plan sponsored by Limoneira Company, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $23K in total end-of-year assets and covers 52 participants across the Agriculture, Forestry & Fishing industry. The sponsor's EIN on file with the U.S. Department of Labor is 770260692, and the plan has been effective since 1960-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $20M at the beginning of 2022 to $23K at year-end — a decline of 99.9%. Net assets (after liabilities) closed the year at $23K, with reported net income of $-20,295,162 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)$20M
Total Assets (End of Year)$23K
Net Assets (End of Year)$23K
Net Income$-20,295,162
Plan TypeDefined Benefit (Pension)
Employer EIN770260692
Plan Effective Date1960-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Limoneira Company)

Year Plans Participants Total Assets
2022 2 312 $23M
2023 1 263 $26M
2024 1 254 $26M

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Limoneira Company Retirement Plan?
As of the 2022 Form 5500 filing, Limoneira Company Retirement Plan holds $23K in total assets with 52 participants. It is sponsored by Limoneira Company.
What type of plan is Limoneira Company Retirement Plan?
Limoneira Company Retirement Plan is a Defined Benefit (Pension) plan. It has been effective since 1960-01-01. The plan is filed with the U.S. Department of Labor under EIN 770260692.
Who sponsors the Limoneira Company Retirement Plan?
Limoneira Company Retirement Plan is sponsored by Limoneira Company, located in California. The sponsor's EIN is 770260692 and the plan operates in the Agriculture, Forestry & Fishing industry.
How did Limoneira Company Retirement Plan perform in 2022?
Limoneira Company Retirement Plan declined by 99.9% during 2022, moving from $20M to $23K in total assets. Net income was $-20,295,162.
Where can I find official filings for Limoneira Company Retirement Plan?
Official Form 5500 filings for Limoneira Company Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 770260692 or plan name at efast.dol.gov.
How does Limoneira Company Retirement Plan compare to other plans?
You can compare Limoneira Company Retirement Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 770260692.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.