401(k) · DOL Form 5500 · 2022

Costa Farms, LLC 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
4,556
Participants Above avg headcount
80th
Percentile by assets National rank
$5,197
Avg per participant Low balance/head
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Official DOL plan name: Costa Farms, LLC 401(k) Plan · Sponsored by Costa Farms, LLC · Florida · Agriculture, Forestry & Fishing

$24M in assets, 4,556 participants

Costa Farms, LLC's Costa Farms, LLC 401(k) Plan reported $24M in total assets and 4,556 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #1,324 in Agriculture, Forestry & Fishing (1,523 peers)

Coverage in Florida

Costa Farms, LLC 401(k) Plan covers 4,556 participants in Florida, 7.3x the typical Florida plan (state average ~628 per filing). Assets: $24M.

#1,324
in Agriculture, Forestry & Fishing (1,523 peers)
-8.2%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Costa Farms, LLC 401(k) Plan's outsized position by total assets

Costa Farms, LLC 401(k) Plan vs every filed plan by assets

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

$23,676,268 Top 20% higher than 80% 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

Costa Farms, LLC 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Costa Farms, LLC 401(k) Plan lands in the large band (4,556 participants).

EBSA filing schedule strip

Filing strip 271453116 · Costa Farms, LLC PY 2022 · 401(k)

Costa Farms, LLC 401(k) Plan · $24M · 4,556 · 80th

  • BOY $24M
  • SCH 4,556
  • EBSA 80th
  • PART 401(k)
  • TYPE near Northwest Community Credit Union Capital Accumulation Plan
  • NET ind #1324

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 →

Costa Farms, LLC 401(k) Plan in the asset neighbourhood

Costa Farms, LLC 401(k) Plan$24MNorthwest Community Credit Union Capital Accumulation PlanNorthwest Community Credit U…$24MGcom Software LLC 401(k) Plan$24MCharles Mcmurray Company of Fresno 401(k) Profit Sharing PlanCharles Mcmurray Company of …$24MLegrand Savings Plan$24M
End-of-year total assets ($M) among Costa Farms, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$24M
Net Income-$2M
Employer EIN271453116
Plan Effective Date1997-06-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Costa Farms, LLC)

Sponsor-wide plan assets over time

All Costa Farms, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$41M 73.87865773440308% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $23.7M $41.2M ▲ +73.9%
Year Plans Participants Total Assets
2022 1 4,556 $24M
2023 1 4,653 $31M
2024 1 4,209 $41M

Nearby 401(k) Plans in Florida

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

Costa Farms, LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Costa Farms, LLC 401(k) Plan, Total assets ($B): 0.023676268 · Participants: 4556Costa Farms, LLC 401(k) 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
Costa Farms, LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Costa Farms, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Northwest Community Credit Union Capital Accumulation Plan in OR ($24M); by covered participants it is The US Oncology Clinical Practice 401(k) Plan in TX (4,556 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,556 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 Costa Farms, LLC 401(k) Plan assets move in 2022?
Costa Farms, LLC 401(k) Plan pulled back noticeably - down 8.2% during 2022, from $26M to $24M. Reported net income was -$2M.
How have Costa Farms, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Costa Farms, LLC's sponsor-wide assets grew 73.9%, from $24M to $41M.
Where does Costa Farms, LLC 401(k) Plan rank by assets among Form 5500 filers?
Costa Farms, LLC 401(k) Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Costa Farms, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Northwest Community Credit Union Capital Accumulation Plan in OR ($24M, 270 participants).
Which 401(k) plans cover a similar participant headcount to Costa Farms, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is The US Oncology Clinical Practice 401(k) Plan in TX (4,556 participants, $845M in assets).