Defined Benefit (Pension) · DOL Form 5500 · 2023

Sunkist Retirement Board Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
35
Participants Small participant base
40th
Percentile by assets National rank
$111,971
Avg per participant Below avg balance/head
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Official DOL plan name: Sunkist Retirement Plan N · Sponsored by Sunkist Retirement Board · California · Agriculture, Forestry & Fishing

$4M in assets, 35 participants

Sunkist Retirement Board's Sunkist Retirement Plan N reported $4M in total assets and 35 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

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

Sunkist Retirement Board multi-year trail

Sunkist Retirement Board's plans moved -32.1% in assets from 2022 to 2024; this filing shows Sunkist Retirement Plan N at $4M / 35 participants.

#528
in Agriculture, Forestry & Fishing (1,288 peers)
-31.0%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sunkist Retirement Plan N's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Sunkist Retirement Plan N vs every filed plan by assets

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

$3,919,000 40th percentile higher than 40% 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 N among smaller 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 N is a small filing (35 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sunkist Retirement Plan N reported net income rose from -$4M in the plan year 2022 filing to -$2M in the plan year 2023 filing.
  • Sunkist Retirement Plan N end-of-year assets fell from $6M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Sunkist Retirement Plan N reported participants fell from 40 in the plan year 2022 filing to 35 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

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

Sunkist Retirement Plan N · $4M · 35 · 40th

  • BOOK $4M
  • BOOK 35
  • BOOK 40th
  • BOOK Defined Benefit (Pension)
  • BOOK near Annelida Racing, Inc. Defined Benefit Pension Plan
  • BOOK ind #528

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 N in the asset neighbourhood

Sunkist Retirement Plan N$4MAnnelida Racing, Inc. Defined Benefit Pension PlanAnnelida Racing, Inc. Define…$4MPreston Memorial Hospital Corporation Retirement PlanPreston Memorial Hospital Co…$4MZheng K. Liu, M.D., Prof. Corp. Defined Benefit Pension PlanZheng K. Liu, M.D., Prof. Co…$4MAmerichem, Inc. Employees' Pension PlanAmerichem, Inc. Employees' P…$4M
End-of-year total assets ($M) among Sunkist Retirement Plan N and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Sunkist Retirement Board multi-year asset trail

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

Sunkist Retirement Board filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$4M
Net Income-$2M
Employer EIN953007164
Plan Effective Date1960-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Sunkist Retirement Plan N vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Sunkist Retirement Plan N, Total assets ($B): 0.003919 · Participants: 35Sunkist Retirement Plan NKaiser 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 N vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Sunkist Retirement Plan N side-by-side with 3 peers →

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

Outside California, the nearest Defined Benefit (Pension) by assets is Annelida Racing, Inc. Defined Benefit Pension Plan in OH ($4M); by covered participants it is Pension Plan for Salaried Employees of Timber Products Company & Affiliates in OR (35 participants). Same-state nearby plans are listed separately above.

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 N assets move in 2023? ▼
Sunkist Retirement Plan N contracted severely - down 31.0% during 2023, from $6M to $4M. Reported net income was -$2M.
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.
Which Defined Benefit (Pension) plans are similar in size to Sunkist Retirement Plan N? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Annelida Racing, Inc. Defined Benefit Pension Plan in OH ($4M, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sunkist Retirement Plan N? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Salaried Employees of Timber Products Company & Affiliates in OR (35 participants, $22M 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.