ESOP · DOL Form 5500 · 2023

Porterville Citrus, Inc. ESOP

Data updated 2026-08-11

$220M
Total assets: 379
Participants: 95th
Percentile by assets: $579,398
Avg per participant

Official DOL plan name: Porterville Citrus, Inc. Employee Stock Ownership Plan · Sponsored by Porterville Citrus, Inc. · California · Agriculture, Forestry & Fishing

$220M in assets, 379 participants

Porterville Citrus, Inc.'s Porterville Citrus, Inc. Employee Stock Ownership Plan reported $220M in total assets and 379 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

95th percentile by assets (of 127,072 plans)
#1,272 in Agriculture, Forestry & Fishing (1,288 peers)

Where Porterville Citrus, Inc. Employee Stock Ownership Plan sits by assets

Porterville Citrus, Inc. Employee Stock Ownership Plan sits in the top 5% of all filed plans by assets, $220M for 379 participants (~$579,398/participant), up 10.5% in 2023.

$220M
total plan assets (2023 EOY): 379
covered participants: 95th
percentile by assets (of 127,072 plans): $579,398
avg assets per participant

Porterville Citrus, Inc. Employee Stock Ownership Plan reported net income rose from -$2M in the plan year 2022 filing to $21M in the plan year 2023 filing.
Porterville Citrus, Inc. Employee Stock Ownership Plan end-of-year assets rose from $199M in the plan year 2022 filing to $220M in the plan year 2023 filing.
Porterville Citrus, Inc. Employee Stock Ownership Plan reported participants fell from 414 in the plan year 2022 filing to 379 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

California

Industry

Agriculture, Forestry & Fishing

Porterville Citrus, Inc. Employee Stock Ownership Plan vs the 2023 asset distribution

By assets, Porterville Citrus, Inc. Employee Stock Ownership Plan outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$199M
Net Assets (End of Year)	$219M
Net Income	$21M
Employer EIN	770312943
Plan Effective Date	2010-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Porterville Citrus, Inc.)

Total plan assets by year, all Porterville Citrus, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	414	$199M
2023	1	379	$220M
2024	1	405	$249M

Nearby ESOP Plans in California

Peer ESOP plans, same state, same plan type, ranked by total assets.

Porterville Citrus, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants

Parsons Employee Stock Ownership Plan $3.8B · 7,871
Acco Employee Stock Ownership Plan $1.4B · 1,397
Rosendin Electric, Inc. Employee Stock Ownership Plan $1.1B · 1,700
Agron, Inc. Employee Stock Ownership Plan $533M · 72
Recology Employee Stock Ownership Plan $497M · 3,656

Compare Porterville Citrus, Inc. Employee Stock … side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Porterville Citrus, Inc. Employee Stock Ownership Plan by total assets, not by location.

Holiday Builders, Inc. Employee Stock Ownership Plan and Trust (FL) $219M · 199
Zander Group Holdings, Inc. Employee Stock Ownership Plan (TN) $221M · 190
Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan (NE) $218M · 65
Litehouse, Inc. Employee Stock Ownership Plan (ID) $218M · 1,130

Frequently Asked Questions

How did Porterville Citrus, Inc. Employee Stock Ownership Plan assets move in 2023? ▼

Porterville Citrus, Inc. Employee Stock Ownership Plan grew at a solid clip - up 10.5% during 2023, from $199M to $220M. Reported net income was $21M.

How have Porterville Citrus, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Porterville Citrus, Inc.'s sponsor-wide assets grew 25.3%, from $199M to $249M.

Where does Porterville Citrus, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Porterville Citrus, Inc. Employee Stock Ownership Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which ESOP plans are similar in size to Porterville Citrus, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Holiday Builders, Inc. Employee Stock Ownership Plan and Trust in FL ($219M, 199 participants).

Next read for Porterville Citrus, Inc. Employee Stock …

Scale reading

Ways to act on Porterville Citrus, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Porterville Citrus, Inc. Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
Porterville Citrus, Inc.'s sponsor-wide assets have grown 25.3% since 2022 across 3 plan years on file. More Agriculture, Forestry & Fishing plans

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 770312943.