Defined Benefit (Pension) · DOL Form 5500 · 2022

Sunkist Retirement Board Pension Plan

Data updated 2026-08-25

$112M
Total assets Near avg plan size
295
Participants Below avg headcount
93rd
Percentile by assets National rank
$379,831
Avg per participant High balance/head
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Official DOL plan name: Sunkist Retirement Plan - a · Sponsored by Sunkist Retirement Board · California · Agriculture, Forestry & Fishing

$112M in assets, 295 participants

Sunkist Retirement Board's Sunkist Retirement Plan - a reported $112M in total assets and 295 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #1,488 in Agriculture, Forestry & Fishing (1,523 peers)

Coverage in California

Sunkist Retirement Plan - a covers 295 participants in California, about 47% of the average California filer (state average ~630 per filing). Assets: $112M.

#1,488
in Agriculture, Forestry & Fishing (1,523 peers)
-37.0%
assets change YoY
1.1×
vs typical plan assets (national mean)

The plan reported a net loss of $66M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sunkist Retirement Plan - a's outsized position by total assets

Sunkist Retirement Plan - a vs every filed plan by assets

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

$112,050,000 Top 7% higher than 93% 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

Sunkist Retirement Plan - a 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. Sunkist Retirement Plan - a sits mid-pack in the medium band (295 participants).

DOL schedule card

Filing strip 953007164 · Sunkist Retirement Board PY 2022 · Defined Benefit (Pension)

Sunkist Retirement Plan - a · $112M · 295 · 93rd

  • PHOTO $112M
  • IND 295
  • EOY 93rd
  • 5500 Defined Benefit (Pension)
  • ASSETS near Middle River Aerostructure Systems Hourly Pension Plan
  • PCT ind #1488

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 California →

Sunkist Retirement Plan - a in the asset neighbourhood

Sunkist Retirement Plan - a$112MMiddle River Aerostructure Systems Hourly Pension PlanMiddle River Aerostructure S…$112MRetirement Plan for Employees of Teradyne, Inc.Retirement Plan for Employee…$112MKraton Polymers US, LLC Pension PlanKraton Polymers US, LLC Pens…$112MRetirement Plan for Employees of Yakima Valley Memorial HospitalRetirement Plan for Employee…$112M
End-of-year total assets ($M) among Sunkist Retirement Plan - a and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$178M
Net Assets (End of Year)$112M
Net Income-$66M
Employer EIN953007164
Plan Effective Date1960-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sunkist Retirement Board)

Sponsor-wide plan assets over time

All Sunkist Retirement Board plans reported in each filing year

Latest sponsor-wide plan assets
$80M 32.08106478217662% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $118M $80M ▼ -32.1%
Year Plans Participants Total Assets
2022 2 335 $118M
2023 2 275 $89M
2024 2 179 $80M

Nearby Defined Benefit (Pension) Plans in California

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

Sunkist Retirement Plan - a vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Sunkist Retirement Plan - a, Total assets ($B): 0.11205 · Participants: 295Sunkist Retirement Plan - aKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
Sunkist Retirement Plan - a vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Sunkist Retirement Plan - a side-by-side with 3 peers →

Sunkist Retirement Plan - a's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Middle River Aerostructure Systems Hourly Pension Plan in MD ($112M); by covered participants it is Alliance Coal, LLC & Aff. Pension Plan for Coal Employees in OK (295 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (295 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 Sunkist Retirement Plan - a assets move in 2022? ▼
Sunkist Retirement Plan - a contracted severely - down 37.0% during 2022, from $178M to $112M. Reported net income was -$66M.
How have Sunkist Retirement Board plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sunkist Retirement Board's sponsor-wide assets declined 32.1%, from $118M to $80M.
Where does Sunkist Retirement Plan - a rank by assets among Form 5500 filers? ▼
Sunkist Retirement Plan - a ranks in the 93rd 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 Defined Benefit (Pension) plans are similar in size to Sunkist Retirement Plan - a? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Middle River Aerostructure Systems Hourly Pension Plan in MD ($112M, 311 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sunkist Retirement Plan - a? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Alliance Coal, LLC & Aff. Pension Plan for Coal Employees in OK (295 participants, $92M 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 953007164.

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.