Defined Benefit (Pension) · DOL Form 5500 · 2023

Sunsweet Grower's Inc. Pension Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
28
Participants Small participant base
49th
Percentile by assets National rank
$224,320
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sunsweet Hourly Pension Plan · Sponsored by Sunsweet Grower's Inc. · California · Manufacturing

$6M in assets, 28 participants

Sunsweet Grower's Inc.'s Sunsweet Hourly Pension Plan reported $6M in total assets and 28 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #6,109 in Manufacturing (18,722 peers)

Sunsweet Grower's Inc. multi-year trail

Sunsweet Grower's Inc.'s plans moved +13.8% in assets from 2022 to 2024; this filing shows Sunsweet Hourly Pension Plan at $6M / 28 participants.

#6,109
in Manufacturing (18,722 peers)
+1.1%
assets growth YoY

Sunsweet Hourly Pension Plan's mid-pack asset rank among Manufacturing and all filers

Sunsweet Hourly Pension Plan vs every filed plan by assets

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

$6,280,965 49th percentile higher than 49% 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

Sunsweet Hourly Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sunsweet Hourly Pension Plan is a small filing (28 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sunsweet Hourly Pension Plan reported net income rose from -$2M in the plan year 2022 filing to $80K in the plan year 2023 filing.
  • Sunsweet Hourly Pension Plan reported participants fell from 29 in the plan year 2022 filing to 28 in the plan year 2023 filing.
  • Sunsweet Hourly Pension Plan end-of-year assets rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 940360795 · Sunsweet Grower's Inc. PY 2023 · Defined Benefit (Pension)

Sunsweet Hourly Pension Plan · $6M · 28 · 49th

  • ASSETS $6M
  • ASSETS 28
  • ASSETS 49th
  • ASSETS Defined Benefit (Pension)
  • ASSETS near Texas Medical Liability Trust Cash Balance Plan
  • ASSETS ind #6109

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 Manufacturing retirement plans → · Plans in California →

Sunsweet Hourly Pension Plan in the asset neighbourhood

Black Butte Coal Company Pension PlanBlack Butte Coal Company Pen…$6MTexas Medical Liability Trust Cash Balance PlanTexas Medical Liability Trus…$6MPinnacle Orthopaedics & Sports Medicine, LLC Cash Balance PlanPinnacle Orthopaedics & Spor…$6MNew Jersey Firemen's Home Employees' Pension PlanNew Jersey Firemen's Home Em…$6MSunsweet Hourly Pension Plan$6M
End-of-year total assets ($M) among Sunsweet Hourly Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Sunsweet Grower's Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sunsweet Grower's Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$85M 13.793350078280753% vs 2022
2024 filing year
$70M$75M$80M$85M$90M 202220232024 $74.6M $84.9M ▲ +13.8%
Year Plans Participants Total Assets
2022 3 670 $75M
2023 3 656 $83M
2024 3 690 $85M

Sunsweet Grower's Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$80K
Employer EIN940360795
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Sunsweet Hourly Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Sunsweet Hourly Pension Plan, Total assets ($B): 0.006280965 · Participants: 28Sunsweet Hourly Pension PlanKaiser 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
Sunsweet Hourly Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Sunsweet Hourly Pension Plan side-by-side with 3 peers →

Sunsweet Hourly Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Texas Medical Liability Trust Cash Balance Plan in TX ($6M); by covered participants it is Catawba Pediatric Associates P.a. Defined Benefit Pension Plan in NC (28 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (28 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 Sunsweet Hourly Pension Plan assets move in 2023? ▼
Sunsweet Hourly Pension Plan edged up modestly - up 1.1% during 2023, from $6M to $6M. Reported net income was $80K.
How have Sunsweet Grower's Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sunsweet Grower's Inc.'s sponsor-wide assets grew 13.8%, from $75M to $85M.
Which Defined Benefit (Pension) plans are similar in size to Sunsweet Hourly Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Texas Medical Liability Trust Cash Balance Plan in TX ($6M, 133 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sunsweet Hourly Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Catawba Pediatric Associates P.a. Defined Benefit Pension Plan in NC (28 participants, $1M 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 940360795.

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.