ESOP · DOL Form 5500 · 2023

Porterville Citrus, Inc. ESOP

Data updated 2026-08-25

$220M
Total assets Near avg plan size
379
Participants Below avg headcount
95th
Percentile by assets National rank
$579,398
Avg per participant High balance/head
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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.

  • #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.

#1,272
in Agriculture, Forestry & Fishing (1,288 peers)
+10.5%
assets growth YoY
2.2×
vs typical plan assets (national mean)

Porterville Citrus, Inc. Employee Stock Ownership Plan's outsized position by total assets

Porterville Citrus, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$219,591,992 Top 5% higher than 95% 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

Porterville Citrus, Inc. Employee Stock Ownership Plan 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. Porterville Citrus, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (379 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

Plan-year Form 5500 strip

Filing strip 770312943 · Porterville Citrus, Inc. PY 2023 · ESOP

Porterville Citrus, Inc. Employee Stock Ownership Plan · $220M · 379 · 95th

  • NET $220M
  • BOOK 379
  • VS-ST 95th
  • BOY ESOP
  • SCH near Holiday Builders, Inc. Employee Stock Ownership Plan and Trust
  • EBSA ind #1272

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 What is an ESOP? → · Plans in California →

Porterville Citrus, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Zander Group Holdings, Inc. Employee Stock Ownership PlanZander Group Holdings, Inc. …$221MPorterville Citrus, Inc. Employee Stock Ownership PlanPorterville Citrus, Inc. Emp…$220MHoliday Builders, Inc. Employee Stock Ownership Plan and TrustHoliday Builders, Inc. Emplo…$219MTaylor & Martin Enterprises, Inc. Employee Stock Ownership PlanTaylor & Martin Enterprises,…$218MLitehouse, Inc. Employee Stock Ownership PlanLitehouse, Inc. Employee Sto…$218M
End-of-year total assets ($M) among Porterville Citrus, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$199M
Net Assets (End of Year)$219M
Net Income$21M
Employer EIN770312943
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Porterville Citrus, Inc.)

Sponsor-wide plan assets over time

All Porterville Citrus, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$249M 25.338344085182314% vs 2022
2024 filing year
$180M$200M$220M$240M$260M 202220232024 $199M $249M ▲ +25.3%
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 Scatter plot of 6 data points. -20000200040006000800010000 01234 Total assets ($B) Participants Porterville Citrus, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.219591992 · Participants: 379Porterville Citrus, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Porterville Citrus, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Porterville Citrus, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Porterville Citrus, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Holiday Builders, Inc. Employee Stock Ownership Plan and Trust in FL ($219M); by covered participants it is Clean Scapes Employee Stock Ownership Plan in TX (379 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (379 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 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).
Which ESOP plans cover a similar participant headcount to Porterville Citrus, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Clean Scapes Employee Stock Ownership Plan in TX (379 participants, $8M 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 770312943.

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.