Defined Benefit (Pension) · DOL Form 5500 · 2023

Farmer Bros. Co. Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
5
Participants Small participant base
40th
Percentile by assets National rank
$766,196
Avg per participant High balance/head
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Official DOL plan name: Farmer Bros. Co. Hourly Employees' Pension Plan · Sponsored by Farmer Bros. Co. · Texas · Manufacturing

$4M in assets, 5 participants

Farmer Bros. Co.'s Farmer Bros. Co. Hourly Employees' Pension Plan reported $4M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #4,253 in Manufacturing (18,722 peers)

Farmer Bros. Co. multi-year trail

Farmer Bros. Co.'s plans moved -15.5% in assets from 2022 to 2024; this filing shows Farmer Bros. Co. Hourly Employees' Pension Plan at $4M / 5 participants.

#4,253
in Manufacturing (18,722 peers)
+3.8%
assets growth YoY

Farmer Bros. Co. Hourly Employees' Pension Plan's mid-pack asset rank among Manufacturing and all filers

Farmer Bros. Co. Hourly Employees' Pension Plan vs every filed plan by assets

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

$3,830,979 40th percentile higher than 40% 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

Farmer Bros. Co. Hourly Employees' Pension Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Farmer Bros. Co. Hourly Employees' Pension Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Farmer Bros. Co. Hourly Employees' Pension Plan reported net income rose from -$158K in the plan year 2022 filing to $141K in the plan year 2023 filing.
  • Farmer Bros. Co. Hourly Employees' Pension Plan reported participants fell from 7 in the plan year 2022 filing to 5 in the plan year 2023 filing.
  • Farmer Bros. Co. Hourly Employees' Pension Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 950725980 · Farmer Bros. Co. PY 2023 · Defined Benefit (Pension)

Farmer Bros. Co. Hourly Employees' Pension Plan · $4M · 5 · 40th

  • BOOK $4M
  • BOOK 5
  • BOOK 40th
  • BOOK Defined Benefit (Pension)
  • BOOK near Liberty Steel Industries, Inc. Defined Benefit Plan
  • BOOK ind #4253

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 Texas →

Farmer Bros. Co. Hourly Employees' Pension Plan in the asset neighbourhood

Visiting Nurse Association of Central New York, Inc. Retirement PlanVisiting Nurse Association o…$4MInternational Distributors Ltd Cash Balance PlanInternational Distributors L…$4MFarmer Bros. Co. Hourly Employees' Pension PlanFarmer Bros. Co. Hourly Empl…$4MLiberty Steel Industries, Inc. Defined Benefit PlanLiberty Steel Industries, In…$4MRandy W. Garland, Dds, Inc. Cash Balance PlanRandy W. Garland, Dds, Inc. …$4M
End-of-year total assets ($M) among Farmer Bros. Co. Hourly Employees' Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Farmer Bros. Co. multi-year asset trail

Sponsor-wide plan assets over time

All Farmer Bros. Co. plans reported in each filing year

Latest sponsor-wide plan assets
$149M 15.525157559360705% vs 2022
2024 filing year
$140M$160M$180M$200M 202220232024 $176M $149M ▼ -15.5%
Year Plans Participants Total Assets
2022 3 1,166 $176M
2023 3 1,190 $188M
2024 3 1,053 $149M

Farmer Bros. Co. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$141K
Employer EIN950725980
Plan Effective Date2009-07-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Texas

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

Farmer Bros. Co. Hourly Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Farmer Bros. Co. Hourly Employees' Pension Plan, Total assets ($B): 0.003830979 · Participants: 5Farmer Bros. Co. Hourly Employees' Pension PlanAT&T Pension Benefit Plan, Total assets ($B): 30.018512 · Participants: 107859AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 15.133347097 · Participants: 12215Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 12.015 · Participants: 22551Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.803014695 · Participants: 12138Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.493677099 · Participants: 9360Bp Retirement Accumulation Plan
Farmer Bros. Co. Hourly Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Farmer Bros. Co. Hourly Employees' Pension Plan side-by-side with 3 peers →

Farmer Bros. Co. Hourly Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Liberty Steel Industries, Inc. Defined Benefit Plan in OH ($4M); by covered participants it is Suncoast Industries, Inc. Defined Benefit Pension Plan and Trust in FL (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Farmer Bros. Co. Hourly Employees' Pension Plan assets move in 2023? ▼
Farmer Bros. Co. Hourly Employees' Pension Plan edged up modestly - up 3.8% during 2023, from $4M to $4M. Reported net income was $141K.
How have Farmer Bros. Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Farmer Bros. Co.'s sponsor-wide assets declined 15.5%, from $176M to $149M.
Which Defined Benefit (Pension) plans are similar in size to Farmer Bros. Co. Hourly Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Liberty Steel Industries, Inc. Defined Benefit Plan in OH ($4M, 133 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Farmer Bros. Co. Hourly Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Suncoast Industries, Inc. Defined Benefit Pension Plan and Trust in FL (5 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 950725980.

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.