ESOP · DOL Form 5500 · 2023
Coast Citrus Distributors ESOP
Data updated 2026-08-11
- $77M
- Total assets
- 148
- Participants
- 89th
- Percentile by assets
- $523,365
- Avg per participant
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.
- 89th percentile by assets (of 127,072 plans)
- #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.
- $77M
- total plan assets (2023 EOY)
- 148
- covered participants
- 89th
- percentile by assets (of 127,072 plans)
- $523,365
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Coast Citrus Distributors Employee Stock Ownership Plan reports 148 participants - about 23% of that state average ($77M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $75M |
|---|---|
| Net Assets (End of Year) | $56M |
| Net Income | $4M |
| Employer EIN | 951628554 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Coast Citrus Distributors)
| 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
- Parsons Employee Stock Ownership Plan $3.8B · 7,871
- Acco Employee Stock Ownership Plan $1.4B · 1,397
- Rosendin Electric, Inc. Employee Stock Ownership Plan $1.1B · 1,700
- Agron, Inc. Employee Stock Ownership Plan $533M · 72
- Recology Employee Stock Ownership Plan $497M · 3,656
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Coast Citrus Distributors Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Coast Citrus Distributors Employee Stock Ownership Plan assets move in 2023? ▼
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Where does Coast Citrus Distributors Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
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Next read for Coast Citrus Distributors Employee Stock…
Filing takeaways
Ways to act on Coast Citrus Distributors Employee Stock Ownership Plan's numbers.
- By total assets, Coast Citrus Distributors Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
- Coast Citrus Distributors's sponsor-wide assets have grown 8.9% since 2022 across 3 plan years on file. More Retail Trade plans