401(k) · DOL Form 5500 · 2023

Consolidated Citrus Limited 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets: 144
Participants Small participant base: 62nd
Percentile by assets National rank: $81,374
Avg per participant Below avg balance/head

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Official DOL plan name: Consolidated Citrus 401(k) Savings Plan · Sponsored by Consolidated Citrus Limited · Texas · Agriculture, Forestry & Fishing

$12M in assets, 144 participants

Consolidated Citrus Limited's Consolidated Citrus 401(k) Savings Plan reported $12M in total assets and 144 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

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

Coverage in Texas

Consolidated Citrus 401(k) Savings Plan covers 144 participants in Texas, about 21% of the average Texas filer (state average ~688 per filing). Assets: $12M.

#867
in Agriculture, Forestry & Fishing (1,288 peers): +0.3%
assets growth YoY

Consolidated Citrus 401(k) Savings Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Consolidated Citrus 401(k) Savings Plan vs every filed plan by assets

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

$11,717,820 Top 38% higher than 62% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Consolidated Citrus 401(k) Savings 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. Consolidated Citrus 401(k) Savings Plan sits mid-pack in the medium band (144 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Consolidated Citrus 401(k) Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $30K in the plan year 2023 filing.
Consolidated Citrus 401(k) Savings Plan reported participants fell from 173 in the plan year 2022 filing to 144 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 650881539 · Consolidated Citrus Limited PY 2023 · 401(k)

Consolidated Citrus 401(k) Savings Plan · $12M · 144 · 62nd

PART $12M
PART 144
PART 62nd
PART 401(k)
PART near Local 298 Annuity Fund
PART ind #867

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 Texas →

End-of-year total assets ($M) among Consolidated Citrus 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)	$12M
Net Assets (End of Year)	$12M
Net Income	$30K
Employer EIN	650881539
Plan Effective Date	1999-03-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Consolidated Citrus Limited)

Latest sponsor-wide plan assets: $9M 18.753817060697703% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	173	$12M
2023	1	144	$12M
2024	1	97	$9M

Nearby 401(k) Plans in Texas

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

Consolidated Citrus 401(k) Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare Consolidated Citrus 401(k) Savings Plan side-by-side with 3 peers →

Consolidated Citrus 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Local 298 Annuity Fund in NY ($12M); by covered participants it is Eagle Granite 401(k) Plan in GA (144 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Local 298 Annuity Fund (NY) $12M · 2,000
Kalmbach Media 401(k) Plan (WI) $12M · 124
Folio Wine Company, LLC 401(k) Plan (CA) $12M · 65
Apyx Medical 401(k) Plan (FL) $12M · 140

Similar participant headcount

Nearest other-state filings by covered participants (144 participants); asset peers above are excluded.

Eagle Granite 401(k) Plan (GA) 144 · 0 off
Potomac College LLC 401(k) Plan (DC) 144 · 0 off
Anholt Technologies, Inc. 401(k) Salary Reduction Plan and Trust (PA) 144 · 0 off
Dcs Contracting, Inc. 401(k) Plan (AZ) 144 · 0 off

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 Consolidated Citrus 401(k) Savings Plan assets move in 2023? ▼

Consolidated Citrus 401(k) Savings Plan held essentially flat - up 0.3% during 2023, from $12M to $12M. Reported net income was $30K.

How have Consolidated Citrus Limited plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Consolidated Citrus Limited's sponsor-wide assets declined 18.8%, from $12M to $9M.

Which 401(k) plans are similar in size to Consolidated Citrus 401(k) Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Local 298 Annuity Fund in NY ($12M, 2,000 participants).

Which 401(k) plans cover a similar participant headcount to Consolidated Citrus 401(k) Savings Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Eagle Granite 401(k) Plan in GA (144 participants, N/A 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 650881539.