401(k) · DOL Form 5500 · 2023

Citrus World, Inc. 401(k) Plan

Data updated 2026-08-25

$80M
Total assets Below avg plan size
737
Participants Near avg headcount
90th
Percentile by assets National rank
$107,872
Avg per participant Below avg balance/head
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Official DOL plan name: Citrus World, Inc. 401(k) Retirement Plan · Sponsored by Citrus World, Inc. · Florida · Agriculture, Forestry & Fishing

$80M in assets, 737 participants

Citrus World, Inc.'s Citrus World, Inc. 401(k) Retirement Plan reported $80M in total assets and 737 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #1,219 in Agriculture, Forestry & Fishing (1,288 peers)

Where Citrus World, Inc. 401(k) Retirement Plan sits by assets

Citrus World, Inc. 401(k) Retirement Plan sits in the top 10% of all filed plans by assets, $80M for 737 participants (~$107,872/participant), up 8.8% in 2023.

#1,219
in Agriculture, Forestry & Fishing (1,288 peers)
+8.8%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Citrus World, Inc. 401(k) Retirement Plan's outsized position by total assets

Citrus World, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$79,501,968 Top 10% higher than 90% 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

Citrus World, Inc. 401(k) Retirement 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. Citrus World, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (737 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Citrus World, Inc. 401(k) Retirement Plan reported net income rose from -$25M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Citrus World, Inc. 401(k) Retirement Plan end-of-year assets rose from $73M in the plan year 2022 filing to $80M in the plan year 2023 filing.
  • Citrus World, Inc. 401(k) Retirement Plan reported participants fell from 746 in the plan year 2022 filing to 737 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 590245940 · Citrus World, Inc. PY 2023 · 401(k)

Citrus World, Inc. 401(k) Retirement Plan · $80M · 737 · 90th

  • RANK $80M
  • RANK 737
  • RANK 90th
  • RANK 401(k)
  • RANK near The Lakeland Group Retirement Savings Plan
  • RANK ind #1219

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 Florida →

Citrus World, Inc. 401(k) Retirement Plan in the asset neighbourhood

Citrus World, Inc. 401(k) Retirement PlanCitrus World, Inc. 401(k) Re…$80MThe Lakeland Group Retirement Savings PlanThe Lakeland Group Retiremen…$80MThe W.W. Williams Co. LLC Employees Savings Plan & Trust PlanThe W.W. Williams Co. LLC Em…$79MVirbac Corporation Retirement Savings PlanVirbac Corporation Retiremen…$79MPure Fishing, Inc Retirement PlanPure Fishing, Inc Retirement…$79M
End-of-year total assets ($M) among Citrus World, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$73M
Net Assets (End of Year)$80M
Net Income$6M
Employer EIN590245940
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Citrus World, Inc.)

Sponsor-wide plan assets over time

All Citrus World, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$83M 14.223915666451822% vs 2022
2024 filing year
$70M$75M$80M$85M 202220232024 $73.1M $83.5M ▲ +14.2%
Year Plans Participants Total Assets
2022 1 746 $73M
2023 1 737 $80M
2024 1 733 $83M

Nearby 401(k) Plans in Florida

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

Citrus World, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Citrus World, Inc. 401(k) Retirement Plan, Total assets ($B): 0.079501968 · Participants: 737Citrus World, Inc. 401(k) Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Citrus World, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Citrus World, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Citrus World, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is The Lakeland Group Retirement Savings Plan in VA ($80M); by covered participants it is Burroughs 401(k) Plan in MI (737 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (737 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 Citrus World, Inc. 401(k) Retirement Plan assets move in 2023? ▼
Citrus World, Inc. 401(k) Retirement Plan grew at a solid clip - up 8.8% during 2023, from $73M to $80M. Reported net income was $6M.
How have Citrus World, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Citrus World, Inc.'s sponsor-wide assets grew 14.2%, from $73M to $83M.
Where does Citrus World, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Citrus World, Inc. 401(k) Retirement Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Citrus World, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Lakeland Group Retirement Savings Plan in VA ($80M, 1,361 participants).
Which 401(k) plans cover a similar participant headcount to Citrus World, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Burroughs 401(k) Plan in MI (737 participants, $39M 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 590245940.

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.