401(k) · DOL Form 5500 · 2023

Citrus Motors Ontario, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
108
Participants Small participant base
64th
Percentile by assets National rank
$118,720
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Citrus Motors 401(k) Plan & Trust · Sponsored by Citrus Motors Ontario, Inc. · California · Retail Trade

$13M in assets, 108 participants

Citrus Motors Ontario, Inc.'s Citrus Motors 401(k) Plan & Trust reported $13M in total assets and 108 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #6,277 in Retail Trade (8,414 peers)

Coverage in California

Citrus Motors 401(k) Plan & Trust covers 108 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $13M.

#6,277
in Retail Trade (8,414 peers)
+26.3%
assets growth YoY

Citrus Motors 401(k) Plan & Trust's mid-pack asset rank among Retail Trade and all filers

Citrus Motors 401(k) Plan & Trust vs every filed plan by assets

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

$12,821,780 Top 36% higher than 64% 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

Citrus Motors 401(k) Plan & Trust 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. Citrus Motors 401(k) Plan & Trust sits mid-pack in the medium band (108 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Citrus Motors 401(k) Plan & Trust reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Citrus Motors 401(k) Plan & Trust end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Citrus Motors 401(k) Plan & Trust reported participants fell from 117 in the plan year 2022 filing to 108 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 952002736 · Citrus Motors Ontario, Inc. PY 2023 · 401(k)

Citrus Motors 401(k) Plan & Trust · $13M · 108 · 64th

  • TYPE $13M
  • NET 108
  • BOOK 64th
  • VS-ST 401(k)
  • BOY near Lakes Gas Co. 401(k) Profit Sharing Plan & Trust
  • SCH ind #6277

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 →

Citrus Motors 401(k) Plan & Trust in the asset neighbourhood

Citrus Motors 401(k) Plan & TrustCitrus Motors 401(k) Plan & …$13MLakes Gas Co. 401(k) Profit Sharing Plan & TrustLakes Gas Co. 401(k) Profit …$13MMossberg & Company, Inc. Employees' Profit Sharing Plan and TrustMossberg & Company, Inc. Emp…$13MBob Bell Automotive Group 401(k) Plan and TrustBob Bell Automotive Group 40…$13MQuality Sausage Company LLC 401(k) Defined Contribution PlanQuality Sausage Company LLC …$13M
End-of-year total assets ($M) among Citrus Motors 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN952002736
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Citrus Motors Ontario, Inc.)

Sponsor-wide plan assets over time

All Citrus Motors Ontario, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 47.00261900480968% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $10.2M $14.9M ▲ +46.9%
Year Plans Participants Total Assets
2022 1 117 $10M
2023 1 108 $13M
2024 1 135 $15M

Nearby 401(k) Plans in California

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

Citrus Motors 401(k) Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Citrus Motors 401(k) Plan & Trust, Total assets ($B): 0.01282178 · Participants: 108Citrus Motors 401(k) Plan & TrustWells 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
Citrus Motors 401(k) Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Citrus Motors 401(k) Plan & Trust side-by-side with 3 peers →

Citrus Motors 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Lakes Gas Co. 401(k) Profit Sharing Plan & Trust in MN ($13M); by covered participants it is Winstar Farm 401(k) Plan in KY (108 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (108 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 Citrus Motors 401(k) Plan & Trust assets move in 2023? ▼
Citrus Motors 401(k) Plan & Trust grew sharply - up 26.3% during 2023, from $10M to $13M. Reported net income was $3M.
How have Citrus Motors Ontario, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Citrus Motors Ontario, Inc.'s sponsor-wide assets grew 47.0%, from $10M to $15M.
Which 401(k) plans are similar in size to Citrus Motors 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Lakes Gas Co. 401(k) Profit Sharing Plan & Trust in MN ($13M, 226 participants).
Which 401(k) plans cover a similar participant headcount to Citrus Motors 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Winstar Farm 401(k) Plan in KY (108 participants, $4M 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 952002736.

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.