401(k) · DOL Form 5500 · 2023

Columbia Valley Fruit, LLC 401(k) Plan

Data updated 2026-08-25

$969K
Total assets Small plan by assets
108
Participants Small participant base
23rd
Percentile by assets National rank
$8,973
Avg per participant Low balance/head
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Official DOL plan name: Columbia Valley Fruit, LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Columbia Valley Fruit, LLC · Washington · Agriculture, Forestry & Fishing

$969K in assets, 108 participants

Columbia Valley Fruit, LLC's Columbia Valley Fruit, LLC 401(k) Profit Sharing Plan and Trust reported $969K in total assets and 108 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #280 in Agriculture, Forestry & Fishing (1,288 peers)

Coverage in Washington

Columbia Valley Fruit, LLC 401(k) Profit Sharing Plan and Trust covers 108 participants in Washington, about 7% of the average Washington filer (state average ~1,476 per filing). Assets: $969K.

#280
in Agriculture, Forestry & Fishing (1,288 peers)
-45.3%
assets change YoY

The plan reported a net loss of $803K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Columbia Valley Fruit, LLC 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets

Columbia Valley Fruit, LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$969,112 23rd percentile higher than 23% of 127,068 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 2023

Columbia Valley Fruit, LLC 401(k) Profit Sharing Plan and Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Columbia Valley Fruit, LLC 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (108 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Columbia Valley Fruit, LLC 401(k) Profit Sharing Plan and Trust reported net income fell from -$424K in the plan year 2022 filing to -$803K in the plan year 2023 filing.
  • Columbia Valley Fruit, LLC 401(k) Profit Sharing Plan and Trust end-of-year assets fell from $2M in the plan year 2022 filing to $969K in the plan year 2023 filing.
  • Columbia Valley Fruit, LLC 401(k) Profit Sharing Plan and Trust reported participants rose from 86 in the plan year 2022 filing to 108 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 203298089 · Columbia Valley Fruit, LLC PY 2023 · 401(k)

Columbia Valley Fruit, LLC 401(k) Profit Sharing Plan and Trust · $969K · 108 · 23rd

  • EBSA $969K
  • EBSA 108
  • EBSA 23rd
  • EBSA 401(k)
  • EBSA near It Keysource Inc 401(k) Profit Sharing Plan & Trust
  • EBSA ind #280

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 Washington →

Columbia Valley Fruit, LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Columbia Valley Fruit, LLC 401(k) Profit Sharing Plan and TrustColumbia Valley Fruit, LLC 4…$969KIt Keysource Inc 401(k) Profit Sharing Plan & TrustIt Keysource Inc 401(k) Prof…$969KSamuel Hale, LLC Adopter of Samuel Hale 401(k) & Savings PlanSamuel Hale, LLC Adopter of …$969KJohn Protopappas 401(k) Profit Sharing PlanJohn Protopappas 401(k) Prof…$969KWm 401(k) Plan$969K
End-of-year total assets ($M) among Columbia Valley Fruit, LLC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$969K
Net Income-$803K
Employer EIN203298089
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Columbia Valley Fruit, LLC)

Sponsor-wide plan assets over time

All Columbia Valley Fruit, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$969K 45.30402705472803% vs 2022
2023 filing year
$0.5M$1M$1.5M$2M 20222023 $1.77M $0.97M ▼ -45.2%
Year Plans Participants Total Assets
2022 1 86 $2M
2023 1 108 $969K

Nearby 401(k) Plans in Washington

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

Columbia Valley Fruit, LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Columbia Valley Fruit, LLC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.000969112 · Participants: 108Columbia Valley Fruit, LLC 401(k) Profit Sharing Plan and TrustThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Columbia Valley Fruit, LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Columbia Valley Fruit, LLC 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Columbia Valley Fruit, LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is It Keysource Inc 401(k) Profit Sharing Plan & Trust in NC ($969K); by covered participants it is Winstar Farm 401(k) Plan in KY (108 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (108 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Columbia Valley Fruit, LLC 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Columbia Valley Fruit, LLC 401(k) Profit Sharing Plan and Trust contracted severely - down 45.3% during 2023, from $2M to $969K. Reported net income was -$803K.
How have Columbia Valley Fruit, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Columbia Valley Fruit, LLC's sponsor-wide assets declined 45.3%, from $2M to $969K.
Where does Columbia Valley Fruit, LLC 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Columbia Valley Fruit, LLC 401(k) Profit Sharing Plan and Trust ranks in the 23rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Columbia Valley Fruit, LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is It Keysource Inc 401(k) Profit Sharing Plan & Trust in NC ($969K, 80 participants).
Which 401(k) plans cover a similar participant headcount to Columbia Valley Fruit, LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Winstar Farm 401(k) Plan in KY (108 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 203298089.

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.