401(k) · DOL Form 5500 · 2023

Limoneira Company 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
263
Participants Below avg headcount
77th
Percentile by assets National rank
$99,873
Avg per participant Below avg balance/head
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Official DOL plan name: Limoneira 401(k) Plan · Sponsored by Limoneira Company · California · Agriculture, Forestry & Fishing

$26M in assets, 263 participants

Limoneira Company's Limoneira 401(k) Plan reported $26M in total assets and 263 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #1,086 in Agriculture, Forestry & Fishing (1,288 peers)

Coverage in California

Limoneira 401(k) Plan covers 263 participants in California, about 42% of the average California filer (state average ~630 per filing). Assets: $26M.

#1,086
in Agriculture, Forestry & Fishing (1,288 peers)
+14.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Limoneira 401(k) Plan's outsized position by total assets

Limoneira 401(k) Plan vs every filed plan by assets

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

$26,266,629 Top 23% higher than 77% 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

Limoneira 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. Limoneira 401(k) Plan sits mid-pack in the medium band (263 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Limoneira 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Limoneira 401(k) Plan end-of-year assets rose from $23M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Limoneira 401(k) Plan reported participants rose from 260 in the plan year 2022 filing to 263 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 770260692 · Limoneira Company PY 2023 · 401(k)

Limoneira 401(k) Plan · $26M · 263 · 77th

  • IND $26M
  • EOY 263
  • 5500 77th
  • ASSETS 401(k)
  • PCT near Kinaxis Corp. 401(k) Plan
  • EIN ind #1086

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 →

Limoneira 401(k) Plan in the asset neighbourhood

Limoneira 401(k) Plan$26MKinaxis Corp. 401(k) Plan$26MEngel Burman Senior Housing 401(k) PlanEngel Burman Senior Housing …$26MStewart & Tate Employees Profit Sharing PlanStewart & Tate Employees Pro…$26MAlliance Beverage Distributing LLC Employees Retirement PlanAlliance Beverage Distributi…$26M
End-of-year total assets ($M) among Limoneira 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$26M
Net Income$3M
Employer EIN770260692
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Limoneira Company)

Sponsor-wide plan assets over time

All Limoneira Company plans reported in each filing year

Latest sponsor-wide plan assets
$26M 14.999740859725867% vs 2022
2024 filing year
$22M$24M$26M$28M 202220232024 $22.9M $26.4M ▲ +15.0%
Year Plans Participants Total Assets
2022 2 312 $23M
2023 1 263 $26M
2024 1 254 $26M

Nearby 401(k) Plans in California

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

Limoneira 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Limoneira 401(k) Plan, Total assets ($B): 0.026266629 · Participants: 263Limoneira 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
Limoneira 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Limoneira 401(k) Plan side-by-side with 3 peers →

Limoneira 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Kinaxis Corp. 401(k) Plan in IL ($26M); by covered participants it is Mercer Valve Co., Inc. 401(k) Plan in OK (263 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (263 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 Limoneira 401(k) Plan assets move in 2023? ▼
Limoneira 401(k) Plan grew at a solid clip - up 14.6% during 2023, from $23M to $26M. Reported net income was $3M.
How have Limoneira Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Limoneira Company's sponsor-wide assets grew 15.0%, from $23M to $26M.
Where does Limoneira 401(k) Plan rank by assets among Form 5500 filers? ▼
Limoneira 401(k) Plan ranks in the 77th 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 401(k) plans are similar in size to Limoneira 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kinaxis Corp. 401(k) Plan in IL ($26M, 259 participants).
Which 401(k) plans cover a similar participant headcount to Limoneira 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mercer Valve Co., Inc. 401(k) Plan in OK (263 participants, $4M 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 770260692.

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.