Defined Benefit (Pension) · DOL Form 5500 · 2023

Sunkist Retirement Board Pension Plan

Data updated 2026-08-25

$86M
Total assets Below avg plan size
240
Participants Below avg headcount
90th
Percentile by assets National rank
$356,288
Avg per participant High balance/head
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Official DOL plan name: Sunkist Retirement Plan - a · Sponsored by Sunkist Retirement Board · California · Agriculture, Forestry & Fishing

$86M in assets, 240 participants

Sunkist Retirement Board's Sunkist Retirement Plan - a reported $86M in total assets and 240 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #1,229 in Agriculture, Forestry & Fishing (1,288 peers)

Coverage in California

Sunkist Retirement Plan - a covers 240 participants in California, about 38% of the average California filer (state average ~630 per filing). Assets: $86M.

#1,229
in Agriculture, Forestry & Fishing (1,288 peers)
-23.7%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $27M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sunkist Retirement Plan - a's outsized position by total assets

Sunkist Retirement Plan - a vs every filed plan by assets

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

$85,509,000 Top 10% higher than 90% 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

Sunkist Retirement Plan - a 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. Sunkist Retirement Plan - a sits mid-pack in the medium band (240 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sunkist Retirement Plan - a reported net income rose from -$66M in the plan year 2022 filing to -$27M in the plan year 2023 filing.
  • Sunkist Retirement Plan - a end-of-year assets fell from $112M in the plan year 2022 filing to $86M in the plan year 2023 filing.
  • Sunkist Retirement Plan - a reported participants fell from 295 in the plan year 2022 filing to 240 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 953007164 · Sunkist Retirement Board PY 2023 · Defined Benefit (Pension)

Sunkist Retirement Plan - a · $86M · 240 · 90th

  • EIN $86M
  • RANK 240
  • PHOTO 90th
  • IND Defined Benefit (Pension)
  • EOY near Eastern Connecticut Health Network, Inc. Pension Plan
  • 5500 ind #1229

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 California →

Sunkist Retirement Plan - a in the asset neighbourhood

Ilwu (Hawaii) Employers General Pension PlanIlwu (Hawaii) Employers Gene…$86MEastern Connecticut Health Network, Inc. Pension PlanEastern Connecticut Health N…$86MSunkist Retirement Plan - a$86MSappi North America, Inc. Retirement Plan for Salaried EmployeesSappi North America, Inc. Re…$85MBacardi U.S.a., Inc. Pension PlanBacardi U.S.a., Inc. Pension…$85M
End-of-year total assets ($M) among Sunkist Retirement Plan - a and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$112M
Net Assets (End of Year)$85M
Net Income-$27M
Employer EIN953007164
Plan Effective Date1960-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sunkist Retirement Board)

Sponsor-wide plan assets over time

All Sunkist Retirement Board plans reported in each filing year

Latest sponsor-wide plan assets
$80M 32.08106478217662% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $118M $80M ▼ -32.1%
Year Plans Participants Total Assets
2022 2 335 $118M
2023 2 275 $89M
2024 2 179 $80M

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Sunkist Retirement Plan - a vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Sunkist Retirement Plan - a, Total assets ($B): 0.085509 · Participants: 240Sunkist Retirement Plan - aKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Sunkist Retirement Plan - a vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Sunkist Retirement Plan - a side-by-side with 3 peers →

Sunkist Retirement Plan - a's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Eastern Connecticut Health Network, Inc. Pension Plan in CT ($86M); by covered participants it is Mclaren St. Luke's Retirement Plan in MI (240 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (240 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 Sunkist Retirement Plan - a assets move in 2023? ▼
Sunkist Retirement Plan - a declined sharply - down 23.7% during 2023, from $112M to $86M. Reported net income was -$27M.
How have Sunkist Retirement Board plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sunkist Retirement Board's sponsor-wide assets declined 32.1%, from $118M to $80M.
Where does Sunkist Retirement Plan - a rank by assets among Form 5500 filers? ▼
Sunkist Retirement Plan - a ranks in the 90th 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 Defined Benefit (Pension) plans are similar in size to Sunkist Retirement Plan - a? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Eastern Connecticut Health Network, Inc. Pension Plan in CT ($86M, 335 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sunkist Retirement Plan - a? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Mclaren St. Luke's Retirement Plan in MI (240 participants, $146M 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 953007164.

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.