401(k) · DOL Form 5500 · 2023

Farmer Bros. Co. 401(k) Plan

Data updated 2026-08-25

$101M
Total assets Near avg plan size
1,142
Participants Near avg headcount
91st
Percentile by assets National rank
$88,690
Avg per participant Below avg balance/head
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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.

  • #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.

#16,280
in Manufacturing (18,722 peers)
+4.6%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Farmer Bros. Co. 401(k) Plan's outsized position 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 $2,050,000,000 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

Farmer Bros. Co. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Farmer Bros. Co. 401(k) Plan lands in the large band (1,142 participants).

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 →

EBSA filing schedule strip

Filing strip 950725980 · Farmer Bros. Co. PY 2023 · 401(k)

Farmer Bros. Co. 401(k) Plan · $101M · 1,142 · 91st

  • PHOTO $101M
  • IND 1,142
  • EOY 91st
  • 5500 401(k)
  • ASSETS near Sunbelt Marketing Investment Corp. Employee Stock Ownership and Salary Deferral Plan
  • PCT ind #16280

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 Manufacturing retirement plans → · Plans in Texas →

Farmer Bros. Co. 401(k) Plan in the asset neighbourhood

Gemini, Incorporated Profit Sharing PlanGemini, Incorporated Profit …$101MIvoclar Vivadent, Inc. 401(k) Retirement PlanIvoclar Vivadent, Inc. 401(k…$101MFarmer Bros. Co. 401(k) Plan$101MSunbelt Marketing Investment Corp. Employee Stock Ownership and Salary Deferral PlanSunbelt Marketing Investment…$101MThe Anchin, Block & Anchin Savings PlanThe Anchin, Block & Anchin S…$101M
End-of-year total assets ($M) among Farmer Bros. Co. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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.)

Sponsor-wide plan assets over time

All Farmer Bros. Co. plans reported in each filing year

Latest sponsor-wide plan assets
$149M 15.525157559360705% vs 2022
2024 filing year
$140M$160M$180M$200M 202220232024 $176M $149M ▼ -15.5%
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 ($B) Participants Farmer Bros. Co. 401(k) Plan, Total assets ($B): 0.101283713 · Participants: 1142Farmer Bros. Co. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell 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 →

Farmer Bros. Co. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Sunbelt Marketing Investment Corp. Employee Stock Ownership and Salary Deferral Plan in GA ($101M); by covered participants it is Bessemer Trust Company 401(k) and Profit Sharing Plan in NJ (1,142 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,142 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 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).
Which 401(k) plans cover a similar participant headcount to Farmer Bros. Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bessemer Trust Company 401(k) and Profit Sharing Plan in NJ (1,142 participants, $637M 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 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.