401(k) · DOL Form 5500 · 2023

Farmer Bros. Co. 401(k) Plan

Data updated 2026-08-11

$101M
Total assets
1,142
Participants
91st
Percentile by assets
$88,690
Avg per participant
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Official DOL plan name: Farmer Bros. Co. 401(k) Plan · Sponsored by Farmer Bros. Co. · Texas · Manufacturing

$101M in assets, 1,142 participants

Farmer Bros. Co.'s Farmer Bros. Co. 401(k) Plan reported $101M in total assets and 1,142 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • 91st percentile by assets (of 127,072 plans)
  • #16,280 in Manufacturing (18,722 peers)

Where Farmer Bros. Co. 401(k) Plan sits by assets

Farmer Bros. Co. 401(k) Plan sits in the top 10% of all filed plans by assets, $101M for 1,142 participants (~$88,690/participant), up 4.6% in 2023.

$101M
total plan assets (2023 EOY)
1,142
covered participants
91st
percentile by assets (of 127,072 plans)
$88,690
avg assets per participant

Where Farmer Bros. Co. 401(k) Plan sits by total assets

Farmer Bros. Co. 401(k) Plan vs every filed plan by assets

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

$101,283,713 Top 9% higher than 91% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Farmer Bros. Co. 401(k) Plan reported net income rose from -$24M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Farmer Bros. Co. 401(k) Plan end-of-year assets rose from $97M in the plan year 2022 filing to $101M in the plan year 2023 filing.
  • Farmer Bros. Co. 401(k) Plan reported participants rose from 1,104 in the plan year 2022 filing to 1,142 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Texas
Industry
Manufacturing

Farmer Bros. Co. 401(k) Plan vs the 2023 asset distribution

By assets, Farmer Bros. Co. 401(k) Plan outranks 91% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$97M
Net Assets (End of Year)$101M
Net Income$4M
Employer EIN950725980
Plan Effective Date1990-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Farmer Bros. Co.)

$140M$160M$180M$200M 202220232024 $176M $149M ▼ -15.5%
Total plan assets by year, all Farmer Bros. Co. plans on file
Year Plans Participants Total Assets
2022 3 1,166 $176M
2023 3 1,190 $188M
2024 3 1,053 $149M

Nearby 401(k) Plans in Texas

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

Farmer Bros. Co. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Farmer Bros. Co. 401…, Total assets ($B): 0.101283713 · Participants: 1142Farmer Bros. Co. 401…AT&T Retirement Savi…, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savi…Exxonmobil Savings P…, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings P…Caterpillar 401(k) S…, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) S…American Airlines, I…, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, I…Dell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Farmer Bros. Co. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Farmer Bros. Co. 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Farmer Bros. Co. 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Farmer Bros. Co. 401(k) Plan assets move in 2023? ▼
Farmer Bros. Co. 401(k) Plan edged up modestly - up 4.6% during 2023, from $97M to $101M. Reported net income was $4M.
How have Farmer Bros. Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Farmer Bros. Co.'s sponsor-wide assets declined 15.5%, from $176M to $149M.
Where does Farmer Bros. Co. 401(k) Plan rank by assets among Form 5500 filers? ▼
Farmer Bros. Co. 401(k) Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Farmer Bros. Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sunbelt Marketing Investment Corp. Employee Stock Ownership and Salary Deferral Plan in GA ($101M, 201 participants).

Next read for Farmer Bros. Co. 401(k) Plan

Scale reading

Ways to act on Farmer Bros. Co. 401(k) Plan's numbers.

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 950725980.

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.