ESOP · DOL Form 5500 · 2023

Coast Citrus Distributors ESOP

Data updated 2026-08-25

$77M
Total assets Below avg plan size
148
Participants Small participant base
89th
Percentile by assets National rank
$523,365
Avg per participant High balance/head
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Official DOL plan name: Coast Citrus Distributors Employee Stock Ownership Plan · Sponsored by Coast Citrus Distributors · California · Retail Trade

$77M in assets, 148 participants

Coast Citrus Distributors's Coast Citrus Distributors Employee Stock Ownership Plan reported $77M in total assets and 148 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,931 in Retail Trade (8,414 peers)

Coverage in California

Coast Citrus Distributors Employee Stock Ownership Plan covers 148 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $77M.

#7,931
in Retail Trade (8,414 peers)
+3.4%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Coast Citrus Distributors Employee Stock Ownership Plan's outsized position by total assets

Coast Citrus Distributors Employee Stock Ownership Plan vs every filed plan by assets

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

$77,458,018 Top 11% higher than 89% 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

Coast Citrus Distributors Employee Stock Ownership 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. Coast Citrus Distributors Employee Stock Ownership Plan sits mid-pack in the medium band (148 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Coast Citrus Distributors Employee Stock Ownership Plan reported net income fell from $10M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Coast Citrus Distributors Employee Stock Ownership Plan end-of-year assets rose from $75M in the plan year 2022 filing to $77M in the plan year 2023 filing.
  • Coast Citrus Distributors Employee Stock Ownership Plan reported participants rose from 146 in the plan year 2022 filing to 148 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 951628554 · Coast Citrus Distributors PY 2023 · ESOP

Coast Citrus Distributors Employee Stock Ownership Plan · $77M · 148 · 89th

  • VS-ST $77M
  • VS-ST 148
  • VS-ST 89th
  • VS-ST ESOP
  • VS-ST near I&s Group, Inc. Employee Stock Ownership Plan
  • VS-ST ind #7931

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 What is an ESOP? → · Plans in California →

Coast Citrus Distributors Employee Stock Ownership Plan in the asset neighbourhood

Aerotech, Inc. Employee Stock Ownership Plan and TrustAerotech, Inc. Employee Stoc…$78MAllterra Central, Inc. Employee Stock Ownership PlanAllterra Central, Inc. Emplo…$78MCoast Citrus Distributors Employee Stock Ownership PlanCoast Citrus Distributors Em…$77MI&s Group, Inc. Employee Stock Ownership PlanI&s Group, Inc. Employee Sto…$77MEquipment & Controls, Inc. Employee Stock Savings PlanEquipment & Controls, Inc. E…$77M
End-of-year total assets ($M) among Coast Citrus Distributors Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$75M
Net Assets (End of Year)$56M
Net Income$4M
Employer EIN951628554
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Coast Citrus Distributors)

Sponsor-wide plan assets over time

All Coast Citrus Distributors plans reported in each filing year

Latest sponsor-wide plan assets
$95M 8.8683424562008% vs 2022
2024 filing year
$85M$90M$95M$100M 202220232024 $87.2M $94.9M ▲ +8.9%
Year Plans Participants Total Assets
2022 2 297 $87M
2023 2 294 $91M
2024 2 286 $95M

Nearby ESOP Plans in California

Peer ESOP plans, same state, same plan type, ranked by total assets.

Coast Citrus Distributors Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Coast Citrus Distributors Employee Stock Ownership Plan, Total assets ($B): 0.077458018 · Participants: 148Coast Citrus Distributors Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Coast Citrus Distributors Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Coast Citrus Distributors Employee Stock Ownership Plan side-by-side with 3 peers →

Coast Citrus Distributors Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is I&s Group, Inc. Employee Stock Ownership Plan in MN ($77M); by covered participants it is The T. H. Rogers Lumber Company Employee Stock Ownership Plan in OK (148 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (148 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 Coast Citrus Distributors Employee Stock Ownership Plan assets move in 2023? ▼
Coast Citrus Distributors Employee Stock Ownership Plan edged up modestly - up 3.4% during 2023, from $75M to $77M. Reported net income was $4M.
How have Coast Citrus Distributors plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coast Citrus Distributors's sponsor-wide assets grew 8.9%, from $87M to $95M.
Where does Coast Citrus Distributors Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Coast Citrus Distributors Employee Stock Ownership Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Coast Citrus Distributors Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is I&s Group, Inc. Employee Stock Ownership Plan in MN ($77M, 432 participants).
Which ESOP plans cover a similar participant headcount to Coast Citrus Distributors Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The T. H. Rogers Lumber Company Employee Stock Ownership Plan in OK (148 participants, $21M 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 951628554.

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.