Defined Benefit (Pension) · DOL Form 5500 · 2023

Farmer Bros. Co. Pension Plan

Data updated 2026-08-25

$83M
Total assets Below avg plan size
43
Participants Small participant base
90th
Percentile by assets National rank
$1.9M
Avg per participant High balance/head
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Official DOL plan name: Farmer Bros. Co. Pension Plan · Sponsored by Farmer Bros. Co. · Texas · Manufacturing

$83M in assets, 43 participants

Farmer Bros. Co.'s Farmer Bros. Co. Pension Plan reported $83M in total assets and 43 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.

  • #15,907 in Manufacturing (18,722 peers)

Where Farmer Bros. Co. Pension Plan sits by assets

Farmer Bros. Co. Pension Plan sits in the top 10% of all filed plans by assets, $83M for 43 participants (~$1.9M/participant), up 9.4% in 2023.

#15,907
in Manufacturing (18,722 peers)
+9.4%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Farmer Bros. Co. Pension Plan's outsized position by total assets

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

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

$82,515,854 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

Farmer Bros. Co. 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. Farmer Bros. Co. Pension Plan is a small filing (43 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Farmer Bros. Co. Pension Plan reported net income rose from $255K in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Farmer Bros. Co. Pension Plan reported participants fell from 55 in the plan year 2022 filing to 43 in the plan year 2023 filing.
  • Farmer Bros. Co. Pension Plan end-of-year assets rose from $75M in the plan year 2022 filing to $83M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

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

Farmer Bros. Co. Pension Plan · $83M · 43 · 90th

  • SCH $83M
  • SCH 43
  • SCH 90th
  • SCH Defined Benefit (Pension)
  • SCH near American Petroleum Institute Retirement Income Plan
  • SCH ind #15907

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. Pension Plan in the asset neighbourhood

Florida Crystals Corporation Pension PlanFlorida Crystals Corporation…$83MAmerican Petroleum Institute Retirement Income PlanAmerican Petroleum Institute…$83MFarmer Bros. Co. Pension Plan$83MBlock Communications Retirement PlanBlock Communications Retirem…$82MFirst Merchants Corporation Retirement Pension PlanFirst Merchants Corporation …$82M
End-of-year total assets ($M) among Farmer Bros. Co. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$75M
Net Assets (End of Year)$83M
Net Income$7M
Employer EIN950725980
Plan Effective Date1962-08-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Farmer Bros. Co.)

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

Nearby Defined Benefit (Pension) Plans in Texas

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

Farmer Bros. Co. Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Farmer Bros. Co. Pension Plan, Total assets ($B): 0.082515854 · Participants: 43Farmer Bros. Co. 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. Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Farmer Bros. Co. Pension Plan side-by-side with 3 peers →

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

Outside Texas, the nearest Defined Benefit (Pension) by assets is American Petroleum Institute Retirement Income Plan in DC ($83M); by covered participants it is Unholtz-Dickie Corporation Retirement Plan in CT (43 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (43 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. Pension Plan assets move in 2023? ▼
Farmer Bros. Co. Pension Plan grew at a solid clip - up 9.4% during 2023, from $75M to $83M. Reported net income was $7M.
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.
Where does Farmer Bros. Co. Pension Plan rank by assets among Form 5500 filers? ▼
Farmer Bros. Co. Pension 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 Defined Benefit (Pension) plans are similar in size to Farmer Bros. Co. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is American Petroleum Institute Retirement Income Plan in DC ($83M, 227 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Farmer Bros. Co. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Unholtz-Dickie Corporation Retirement Plan in CT (43 participants, $28M 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.