401(k) · DOL Form 5500 · 2023

Coast Citrus Distributors, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
146
Participants Small participant base
65th
Percentile by assets National rank
$93,159
Avg per participant Below avg balance/head
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Official DOL plan name: Coast Citrus Distributors Inc. 401(k) Profit Sharing Plan · Sponsored by Coast Citrus Distributors, Inc. · California · Retail Trade

$14M in assets, 146 participants

Coast Citrus Distributors, Inc.'s Coast Citrus Distributors Inc. 401(k) Profit Sharing Plan reported $14M in total assets and 146 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #6,397 in Retail Trade (8,414 peers)

Coverage in California

Coast Citrus Distributors Inc. 401(k) Profit Sharing Plan covers 146 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $14M.

#6,397
in Retail Trade (8,414 peers)
+10.7%
assets growth YoY

Coast Citrus Distributors Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

Coast Citrus Distributors Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$13,601,221 Top 35% higher than 65% 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

Coast Citrus Distributors Inc. 401(k) Profit Sharing 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. Coast Citrus Distributors Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (146 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Coast Citrus Distributors Inc. 401(k) Profit Sharing Plan reported net income rose from -$524K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Coast Citrus Distributors Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Coast Citrus Distributors Inc. 401(k) Profit Sharing Plan reported participants fell from 151 in the plan year 2022 filing to 146 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 951628554 · Coast Citrus Distributors, Inc. PY 2023 · 401(k)

Coast Citrus Distributors Inc. 401(k) Profit Sharing Plan · $14M · 146 · 65th

  • BOY $14M
  • SCH 146
  • EBSA 65th
  • PART 401(k)
  • TYPE near Select Arc, Inc. 401(k) Plan
  • NET ind #6397

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 Retail Trade retirement plans → · Plans in California →

Coast Citrus Distributors Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Coast Citrus Distributors Inc. 401(k) Profit Sharing PlanCoast Citrus Distributors In…$14MSelect Arc, Inc. 401(k) Plan$14MDigestive Health Clinic, LLC 401(k) Profit Sharing PlanDigestive Health Clinic, LLC…$14MTelecom Technicians Inc. 401(k) PlanTelecom Technicians Inc. 401…$14MPierre Fabre USA 401(k) Savings and Retirement PlanPierre Fabre USA 401(k) Savi…$14M
End-of-year total assets ($M) among Coast Citrus Distributors Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$1M
Employer EIN951628554
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Coast Citrus Distributors, Inc.)

Sponsor-wide plan assets over time

All Coast Citrus Distributors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$95M 8.8683424562008% vs 2022
2024 filing year
$85M$90M$95M$100M 202220232024 $87.2M $94.9M ▲ +8.9%
Year Plans Participants Total Assets
2022 2 297 $87M
2023 2 294 $91M
2024 2 286 $95M

Nearby 401(k) Plans in California

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

Coast Citrus Distributors Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Coast Citrus Distributors Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.013601221 · Participants: 146Coast Citrus Distributors Inc. 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Coast Citrus Distributors Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Coast Citrus Distributors Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Coast Citrus Distributors Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Select Arc, Inc. 401(k) Plan in OH ($14M); by covered participants it is Jounce Therapeutics, Inc. 401(k) Plan in MA (146 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (146 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 Coast Citrus Distributors Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Coast Citrus Distributors Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 10.7% during 2023, from $12M to $14M. Reported net income was $1M.
How have Coast Citrus Distributors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coast Citrus Distributors, Inc.'s sponsor-wide assets grew 8.9%, from $87M to $95M.
Which 401(k) plans are similar in size to Coast Citrus Distributors Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Select Arc, Inc. 401(k) Plan in OH ($14M, 159 participants).
Which 401(k) plans cover a similar participant headcount to Coast Citrus Distributors Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jounce Therapeutics, Inc. 401(k) Plan in MA (146 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 951628554.

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.