401(k) · DOL Form 5500 · 2024

Consolidated Citrus Limited 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
97
Participants Small participant base
55th
Percentile by assets National rank
$97,895
Avg per participant Below avg balance/head
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Official DOL plan name: Consolidated Citrus 401(k) Savings Plan · Sponsored by Consolidated Citrus Limited · Texas · Agriculture, Forestry & Fishing

$9M in assets, 97 participants

Consolidated Citrus Limited's Consolidated Citrus 401(k) Savings Plan reported $9M in total assets and 97 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

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

Consolidated Citrus Limited multi-year trail

Consolidated Citrus Limited's plans moved -18.8% in assets from 2022 to 2024; this filing shows Consolidated Citrus 401(k) Savings Plan at $9M / 97 participants.

#729
in Agriculture, Forestry & Fishing (1,217 peers)
-19.0%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Consolidated Citrus 401(k) Savings Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Consolidated Citrus 401(k) Savings Plan vs every filed plan by assets

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

$9,495,776 Top 45% higher than 55% 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

Consolidated Citrus 401(k) Savings 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. Consolidated Citrus 401(k) Savings Plan is a small filing (97 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Consolidated Citrus 401(k) Savings Plan reported net income fell from $30K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Consolidated Citrus 401(k) Savings Plan reported participants fell from 144 in the plan year 2023 filing to 97 in the plan year 2024 filing.
  • Consolidated Citrus 401(k) Savings Plan end-of-year assets fell from $12M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 650881539 · Consolidated Citrus Limited PY 2024 · 401(k)

Consolidated Citrus 401(k) Savings Plan · $9M · 97 · 55th

  • PART $9M
  • PART 97
  • PART 55th
  • PART 401(k)
  • PART near Fox Valley Metrology 401(k) Plan
  • PART ind #729

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 Texas →

Consolidated Citrus 401(k) Savings Plan in the asset neighbourhood

Consolidated Citrus 401(k) Savings PlanConsolidated Citrus 401(k) S…$9MFox Valley Metrology 401(k) PlanFox Valley Metrology 401(k) …$9MBehavior Frontiers, LLC 401(k) PlanBehavior Frontiers, LLC 401(…$9MTrue Temper Sports, Inc. Retirement Savings Plan - Union EmployeesTrue Temper Sports, Inc. Ret…$9MLenahan & Dempsey, P.C. 401(k) Savings PlanLenahan & Dempsey, P.C. 401(…$9M
End-of-year total assets ($M) among Consolidated Citrus 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Consolidated Citrus Limited multi-year asset trail

Sponsor-wide plan assets over time

All Consolidated Citrus Limited plans reported in each filing year

Latest sponsor-wide plan assets
$9M 18.753817060697703% vs 2022
2024 filing year
$9M$10M$11M$12M 202220232024 $11.7M $9.5M ▼ -18.7%
Year Plans Participants Total Assets
2022 1 173 $12M
2023 1 144 $12M
2024 1 97 $9M

Consolidated Citrus Limited filing trail (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$9M
Net Income-$2M
Employer EIN650881539
Plan Effective Date1999-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Consolidated Citrus 401(k) Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Consolidated Citrus 401(k) Savings Plan, Total assets ($B): 0.009495776 · Participants: 97Consolidated Citrus 401(k) Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Consolidated Citrus 401(k) Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Consolidated Citrus 401(k) Savings Plan side-by-side with 3 peers →

Consolidated Citrus 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Fox Valley Metrology 401(k) Plan in WI ($9M); by covered participants it is Employee Benefit Plan of Suburban Access, Inc. in IL (97 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (97 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 Consolidated Citrus 401(k) Savings Plan assets move in 2024? ▼
Consolidated Citrus 401(k) Savings Plan declined sharply - down 19.0% during 2024, from $12M to $9M. Reported net income was -$2M.
How have Consolidated Citrus Limited plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Consolidated Citrus Limited's sponsor-wide assets declined 18.8%, from $12M to $9M.
Which 401(k) plans are similar in size to Consolidated Citrus 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fox Valley Metrology 401(k) Plan in WI ($9M, 168 participants).
Which 401(k) plans cover a similar participant headcount to Consolidated Citrus 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Employee Benefit Plan of Suburban Access, Inc. in IL (97 participants, $4M 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 650881539.

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.