Profit Sharing
2023 plan-year Profit Sharing DOL Form 5500

Bee Sweet Citrus, Inc. 401(k) Profit Sharing Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Bee Sweet Citrus, Inc. · California · Agriculture, Forestry & Fishing

What the 2023 filing shows

Bee Sweet Citrus, Inc. 401(k) Profit Sharing Plan holds $7M for 381 participants — about $19,486 per participant, up 32.4% over the 2023 plan year.

$7M
total plan assets (2023 EOY)
381
covered participants
$19,486
avg assets per participant
+32.4%
assets growth YoY
Total Assets (2023)
$7M
Participants
381
State
Industry
Agriculture, Forestry & Fishing

What the Filing Says About Bee Sweet Citrus, Inc. 401(k) Profit Sharing Plan

Bee Sweet Citrus, Inc. 401(k) Profit Sharing Plan is a Profit Sharing retirement plan sponsored by Bee Sweet Citrus, Inc., headquartered in California. As of the 2023 Form 5500 filing, the plan reports $7M in total end-of-year assets and covers 381 participants across the Agriculture, Forestry & Fishing industry. The sponsor's EIN on file with the U.S. Department of Labor is 770193074, and the plan has been effective since 1997-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $6M at the beginning of 2023 to $7M at year-end — a gain of 32.4%. Net assets (after liabilities) closed the year at $7M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$6M
Total Assets (End of Year)$7M
Net Assets (End of Year)$7M
Net Income$2M
Plan TypeProfit Sharing
Employer EIN770193074
Plan Effective Date1997-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bee Sweet Citrus, Inc.)

Year Plans Participants Total Assets
2022 1 392 $6M
2023 1 381 $7M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Bee Sweet Citrus, Inc. 401(k) Profit Sharing Plan?
As of the 2023 Form 5500 filing, Bee Sweet Citrus, Inc. 401(k) Profit Sharing Plan holds $7M in total assets with 381 participants. It is sponsored by Bee Sweet Citrus, Inc..
What type of plan is Bee Sweet Citrus, Inc. 401(k) Profit Sharing Plan?
Bee Sweet Citrus, Inc. 401(k) Profit Sharing Plan is a Profit Sharing plan. It has been effective since 1997-10-01. The plan is filed with the U.S. Department of Labor under EIN 770193074.
Who sponsors the Bee Sweet Citrus, Inc. 401(k) Profit Sharing Plan?
Bee Sweet Citrus, Inc. 401(k) Profit Sharing Plan is sponsored by Bee Sweet Citrus, Inc., located in California. The sponsor's EIN is 770193074 and the plan operates in the Agriculture, Forestry & Fishing industry.
How did Bee Sweet Citrus, Inc. 401(k) Profit Sharing Plan perform in 2023?
Bee Sweet Citrus, Inc. 401(k) Profit Sharing Plan grew by 32.4% during 2023, moving from $6M to $7M in total assets. Net income was $2M.
Where can I find official filings for Bee Sweet Citrus, Inc. 401(k) Profit Sharing Plan?
Official Form 5500 filings for Bee Sweet Citrus, Inc. 401(k) Profit Sharing Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 770193074 or plan name at efast.dol.gov.
How does Bee Sweet Citrus, Inc. 401(k) Profit Sharing Plan compare to other plans?
You can compare Bee Sweet Citrus, Inc. 401(k) Profit Sharing Plan against other Profit Sharing plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 770193074.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.