401(k) · DOL Form 5500 · 2023

Costa Farms, LLC 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
4,653
Participants Above avg headcount
80th
Percentile by assets National rank
$6,633
Avg per participant Low balance/head
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Official DOL plan name: Costa Farms, LLC 401(k) Plan · Sponsored by Costa Farms, LLC · Florida · Agriculture, Forestry & Fishing

$31M in assets, 4,653 participants

Costa Farms, LLC's Costa Farms, LLC 401(k) Plan reported $31M in total assets and 4,653 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #1,116 in Agriculture, Forestry & Fishing (1,288 peers)

Coverage in Florida

Costa Farms, LLC 401(k) Plan covers 4,653 participants in Florida, 7.4x the typical Florida plan (state average ~628 per filing). Assets: $31M.

#1,116
in Agriculture, Forestry & Fishing (1,288 peers)
+30.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Costa Farms, LLC 401(k) Plan's outsized position by total assets

Costa Farms, LLC 401(k) Plan vs every filed plan by assets

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

$30,864,938 Top 20% higher than 80% 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

Costa Farms, LLC 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Costa Farms, LLC 401(k) Plan lands in the large band (4,653 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Costa Farms, LLC 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Costa Farms, LLC 401(k) Plan end-of-year assets rose from $24M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Costa Farms, LLC 401(k) Plan reported participants rose from 4,556 in the plan year 2022 filing to 4,653 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 271453116 · Costa Farms, LLC PY 2023 · 401(k)

Costa Farms, LLC 401(k) Plan · $31M · 4,653 · 80th

  • NET $31M
  • BOOK 4,653
  • VS-ST 80th
  • BOY 401(k)
  • SCH near Signet Health Corporation 401(k) Plan
  • EBSA ind #1116

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 →

Costa Farms, LLC 401(k) Plan in the asset neighbourhood

First Community Bank 401(k) PlanFirst Community Bank 401(k) …$31MCosta Farms, LLC 401(k) Plan$31MSignet Health Corporation 401(k) PlanSignet Health Corporation 40…$31MPurple Communications, Inc. 401(k) PlanPurple Communications, Inc. …$31MH & S Manufacturing Company, Inc. Profit Sharing 401(k) PlanH & S Manufacturing Company,…$31M
End-of-year total assets ($M) among Costa Farms, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$31M
Net Income$7M
Employer EIN271453116
Plan Effective Date1997-06-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Costa Farms, LLC)

Sponsor-wide plan assets over time

All Costa Farms, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$41M 73.87865773440308% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $23.7M $41.2M ▲ +73.9%
Year Plans Participants Total Assets
2022 1 4,556 $24M
2023 1 4,653 $31M
2024 1 4,209 $41M

Nearby 401(k) Plans in Florida

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

Costa Farms, LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Costa Farms, LLC 401(k) Plan, Total assets ($B): 0.030864938 · Participants: 4653Costa Farms, LLC 401(k) 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
Costa Farms, LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Costa Farms, LLC 401(k) Plan side-by-side with 3 peers →

Costa Farms, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Signet Health Corporation 401(k) Plan in TX ($31M); by covered participants it is Genesis Employer Contribution Plan in IA (4,651 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,653 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 Costa Farms, LLC 401(k) Plan assets move in 2023? ▼
Costa Farms, LLC 401(k) Plan surged - up 30.4% during 2023, from $24M to $31M. Reported net income was $7M.
How have Costa Farms, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Costa Farms, LLC's sponsor-wide assets grew 73.9%, from $24M to $41M.
Where does Costa Farms, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Costa Farms, LLC 401(k) Plan ranks in the 80th 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 Costa Farms, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Signet Health Corporation 401(k) Plan in TX ($31M, 675 participants).
Which 401(k) plans cover a similar participant headcount to Costa Farms, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Genesis Employer Contribution Plan in IA (4,651 participants, $140M 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 271453116.

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.