401(k) · DOL Form 5500 · 2024

Lemon Tree Investment Co., Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
32
Participants Small participant base
37th
Percentile by assets National rank
$112,239
Avg per participant Below avg balance/head
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Official DOL plan name: Lemon Tree Investment Co., Inc. 401(k) Plan · Sponsored by Lemon Tree Investment Co., Inc. · California · Agriculture, Forestry & Fishing

$4M in assets, 32 participants

Lemon Tree Investment Co., Inc.'s Lemon Tree Investment Co., Inc. 401(k) Plan reported $4M in total assets and 32 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #453 in Agriculture, Forestry & Fishing (1,217 peers)

Lemon Tree Investment Co., Inc. multi-year trail

Lemon Tree Investment Co., Inc.'s plans moved +55.6% in assets from 2022 to 2024; this filing shows Lemon Tree Investment Co., Inc. 401(k) Plan at $4M / 32 participants.

#453
in Agriculture, Forestry & Fishing (1,217 peers)
+23.2%
assets growth YoY

Lemon Tree Investment Co., Inc. 401(k) Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Lemon Tree Investment Co., Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$3,591,659 37th percentile higher than 37% of 123,620 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 2024

Lemon Tree Investment Co., Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lemon Tree Investment Co., Inc. 401(k) Plan is a small filing (32 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lemon Tree Investment Co., Inc. 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Lemon Tree Investment Co., Inc. 401(k) Plan reported net income rose from $607K in the plan year 2023 filing to $677K in the plan year 2024 filing.
  • Lemon Tree Investment Co., Inc. 401(k) Plan reported participants fell from 34 in the plan year 2023 filing to 32 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 770236280 · Lemon Tree Investment Co., Inc. PY 2024 · 401(k)

Lemon Tree Investment Co., Inc. 401(k) Plan · $4M · 32 · 37th

  • BOY $4M
  • SCH 32
  • EBSA 37th
  • PART 401(k)
  • TYPE near Elastic Therapy 401(k) Plan
  • NET ind #453

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 →

Lemon Tree Investment Co., Inc. 401(k) Plan in the asset neighbourhood

Lemon Tree Investment Co., Inc. 401(k) PlanLemon Tree Investment Co., I…$4MElastic Therapy 401(k) Plan$4MNittany Oil Company, Inc. 401(k) PlanNittany Oil Company, Inc. 40…$4MSummit Construction, Inc. 401(k) Profit Sharing Plan and TrustSummit Construction, Inc. 40…$4MAgente Technical LLC Retirement TrustAgente Technical LLC Retirem…$4M
End-of-year total assets ($M) among Lemon Tree Investment Co., Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Lemon Tree Investment Co., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lemon Tree Investment Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 55.6403984113812% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.31M $3.59M ▲ +55.4%
Year Plans Participants Total Assets
2022 1 31 $2M
2023 1 34 $3M
2024 1 32 $4M

Lemon Tree Investment Co., Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$677K
Employer EIN770236280
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Lemon Tree Investment Co., Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Lemon Tree Investment Co., Inc. 401(k) Plan, Total assets ($B): 0.003591659 · Participants: 32Lemon Tree Investment Co., Inc. 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Lemon Tree Investment Co., Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Lemon Tree Investment Co., Inc. 401(k) Plan side-by-side with 3 peers →

Lemon Tree Investment Co., Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Elastic Therapy 401(k) Plan in NC ($4M); by covered participants it is Red Collar Pet Foods, Inc. Retirement Plan in TN (32 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (32 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lemon Tree Investment Co., Inc. 401(k) Plan assets move in 2024? ▼
Lemon Tree Investment Co., Inc. 401(k) Plan grew sharply - up 23.2% during 2024, from $3M to $4M. Reported net income was $677K.
How have Lemon Tree Investment Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lemon Tree Investment Co., Inc.'s sponsor-wide assets grew 55.6%, from $2M to $4M.
Which 401(k) plans are similar in size to Lemon Tree Investment Co., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Elastic Therapy 401(k) Plan in NC ($4M, N/A participants).
Which 401(k) plans cover a similar participant headcount to Lemon Tree Investment Co., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Red Collar Pet Foods, Inc. Retirement Plan in TN (32 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 770236280.

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.