401(k) · DOL Form 5500 · 2023

Califia Farms, LLC 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
330
Participants Below avg headcount
74th
Percentile by assets National rank
$63,574
Avg per participant Low balance/head
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Official DOL plan name: Califia Farms, LLC 401(k) Plan · Sponsored by Califia Farms, LLC · California · Agriculture, Forestry & Fishing

$21M in assets, 330 participants

Califia Farms, LLC's Califia Farms, LLC 401(k) Plan reported $21M in total assets and 330 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #1,045 in Agriculture, Forestry & Fishing (1,288 peers)

Califia Farms, LLC multi-year trail

Califia Farms, LLC's plans moved +67.8% in assets from 2022 to 2024; this filing shows Califia Farms, LLC 401(k) Plan at $21M / 330 participants.

#1,045
in Agriculture, Forestry & Fishing (1,288 peers)
+36.2%
assets growth YoY

Califia Farms, LLC 401(k) Plan's outsized position by total assets

Califia Farms, LLC 401(k) Plan vs every filed plan by assets

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

$20,979,525 Top 26% higher than 74% 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

Califia Farms, LLC 401(k) Plan 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. Califia Farms, LLC 401(k) Plan sits mid-pack in the medium band (330 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Califia Farms, LLC 401(k) Plan reported net income rose from $228K in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Califia Farms, LLC 401(k) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Califia Farms, LLC 401(k) Plan reported participants rose from 306 in the plan year 2022 filing to 330 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 474273426 · Califia Farms, LLC PY 2023 · 401(k)

Califia Farms, LLC 401(k) Plan · $21M · 330 · 74th

  • 5500 $21M
  • 5500 330
  • 5500 74th
  • 5500 401(k)
  • 5500 near Palm Beach Orthopaedic Institute, P.a. 401(k) Plan
  • 5500 ind #1045

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 →

Califia Farms, LLC 401(k) Plan in the asset neighbourhood

Califia Farms, LLC 401(k) PlanCalifia Farms, LLC 401(k) Pl…$21MPalm Beach Orthopaedic Institute, P.a. 401(k) PlanPalm Beach Orthopaedic Insti…$21MYellowstone Bank 401(k) Plan$21MCameron Mitchell Restaurants, LLC 401(k) PlanCameron Mitchell Restaurants…$21MPriority Power Management, L.L.C., 401(k) Profit Sharing PlanPriority Power Management, L…$21M
End-of-year total assets ($M) among Califia Farms, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Califia Farms, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Califia Farms, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$26M 67.84442573299188% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $15.4M $25.9M ▲ +67.9%
Year Plans Participants Total Assets
2022 1 306 $15M
2023 1 330 $21M
2024 1 304 $26M

Califia Farms, LLC filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$21M
Net Income$6M
Employer EIN474273426
Plan Effective Date2016-11-30
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Califia Farms, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Califia Farms, LLC 401(k) Plan, Total assets ($B): 0.020979525 · Participants: 330Califia Farms, LLC 401(k) PlanWells 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
Califia Farms, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Califia Farms, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Palm Beach Orthopaedic Institute, P.a. 401(k) Plan in FL ($21M); by covered participants it is Hines Furlong Line 401(k) Plan in TN (330 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (330 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 Califia Farms, LLC 401(k) Plan assets move in 2023?
Califia Farms, LLC 401(k) Plan surged - up 36.2% during 2023, from $15M to $21M. Reported net income was $6M.
How have Califia Farms, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Califia Farms, LLC's sponsor-wide assets grew 67.8%, from $15M to $26M.
Which 401(k) plans are similar in size to Califia Farms, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Palm Beach Orthopaedic Institute, P.a. 401(k) Plan in FL ($21M, 74 participants).
Which 401(k) plans cover a similar participant headcount to Califia Farms, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Hines Furlong Line 401(k) Plan in TN (330 participants, $10M in assets).