401(k) · DOL Form 5500 · 2024
Costa Farms, LLC 401(k) Plan
Data updated 2026-08-25
- $41M
- Total assets Below avg plan size
- 4,209
- Participants Above avg headcount
- 82nd
- Percentile by assets National rank
- $9,781
- Avg per participant Low balance/head
Official DOL plan name: Costa Farms, LLC 401(k) Plan · Sponsored by Costa Farms, LLC · Florida · Agriculture, Forestry & Fishing
$41M in assets, 4,209 participants
Costa Farms, LLC's Costa Farms, LLC 401(k) Plan reported $41M in total assets and 4,209 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.
- #1,086 in Agriculture, Forestry & Fishing (1,217 peers)
Coverage in Florida
Costa Farms, LLC 401(k) Plan covers 4,209 participants in Florida, 6.7x the typical Florida plan (state average ~628 per filing). Assets: $41M.
- #1,086
- in Agriculture, Forestry & Fishing (1,217 peers)
- +33.4%
- assets growth YoY
- 0.4×
- 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 2024 · DOL Form 5500
$41,167,977 Top 18% higher than 82% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Costa Farms, LLC 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2024 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 (4,209 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Costa Farms, LLC 401(k) Plan reported net income rose from $7M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Costa Farms, LLC 401(k) Plan end-of-year assets rose from $31M in the plan year 2023 filing to $41M in the plan year 2024 filing.
- Costa Farms, LLC 401(k) Plan reported participants fell from 4,653 in the plan year 2023 filing to 4,209 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 271453116 · Costa Farms, LLC PY 2024 · 401(k)
Costa Farms, LLC 401(k) Plan · $41M · 4,209 · 82nd
- RANK $41M
- PHOTO 4,209
- IND 82nd
- EOY 401(k)
- 5500 near Jazz Basketball Investors LLC 401(k) Plan
- ASSETS ind #1086
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
Florida filing particulars
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $41M |
| Net Income | $10M |
| Employer EIN | 271453116 |
| Plan Effective Date | 1997-06-15 |
| Filing Status | FILING 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
| 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.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
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 Jazz Basketball Investors LLC 401(k) Plan in UT ($41M); by covered participants it is Nature Conservancy Savings & Retirement Plan in VA (4,207 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($41M here).
- Jazz Basketball Investors LLC 401(k) Plan (UT) $41M · 1,192
- Mars Hill University Defined Contribution Retirement Plan (NC) $41M · 251
- 401(k) Profit Sharing Plan for Employees of Welllife Network Inc. (NY) $41M · 2,405
- Kapnick and Company, Inc. Profit Sharing and Thrift Savings Plan and Trust (MI) $41M · 192
Similar participant headcount
Nearest other-state filings by covered participants (4,209 participants); asset peers above are excluded.
- Nature Conservancy Savings & Retirement Plan (VA) 4,207 · 2 off
- Heritage Medical Group Retirement Savings 401(k) Plan (CA) 4,214 · 5 off
- Torchy's Tacos 401(k) Plan (TX) 4,203 · 6 off
- F.N.B. Corporation Progress Savings 401(k) Plan (PA) 4,216 · 7 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.