ESOP · DOL Form 5500 · 2024

Porterville Citrus, Inc. ESOP

Data updated 2026-07-24

$249M
Total assets: 405
Participants: 95th
Percentile by assets: $615,108
Avg per participant

Official DOL plan name: Porterville Citrus, Inc. Employee Stock Ownership Plan · Sponsored by Porterville Citrus, Inc. · California · Agriculture, Forestry & Fishing

$249M in assets, 405 participants

Porterville Citrus, Inc.'s Porterville Citrus, Inc. Employee Stock Ownership Plan reported $249M in total assets and 405 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

95th percentile by assets (of 116,472 plans)

Where Porterville Citrus, Inc. Employee Stock Ownership Plan sits by assets

Porterville Citrus, Inc. Employee Stock Ownership Plan sits in the top 5% of all filed plans by assets, $249M for 405 participants (~$615,108/participant), up 13.4% in 2024.

$249M
total plan assets (2024 EOY): 405
covered participants: 95th
percentile by assets (of 116,472 plans): $615,108
avg assets per participant

Porterville Citrus, Inc. Employee Stock Ownership Plan reported net income rose from $21M in the plan year 2023 filing to $30M in the plan year 2024 filing.
Porterville Citrus, Inc. Employee Stock Ownership Plan end-of-year assets rose from $220M in the plan year 2023 filing to $249M in the plan year 2024 filing.
Porterville Citrus, Inc. Employee Stock Ownership Plan reported participants rose from 379 in the plan year 2023 filing to 405 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

California

Industry

Agriculture, Forestry & Fishing

Porterville Citrus, Inc. Employee Stock Ownership Plan vs the 2024 asset distribution

By assets, Porterville Citrus, Inc. Employee Stock Ownership Plan outranks 95% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.5x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$220M
Net Assets (End of Year)	$249M
Net Income	$30M
Employer EIN	770312943
Plan Effective Date	2010-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Porterville Citrus, Inc.)

Total plan assets by year, all Porterville Citrus, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	414	$199M
2023	1	379	$220M
2024	1	405	$249M

Nearby ESOP Plans in California

Peer ESOP plans, same state, same plan type, ranked by total assets.

Porterville Citrus, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants

Parsons Employee Stock Ownership Plan $5.0B · 8,040
Rosendin Electric, Inc. Employee Stock Ownership Plan $1.5B · 1,998
Ecc Employee Stock Ownership Plan $632M · 317
Agron, Inc. Employee Stock Ownership Plan $596M · 68
Proponent Employee Stock Ownership Plan $543M · 439

Compare Porterville Citrus, Inc. Employee Stock … side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Porterville Citrus, Inc. Employee Stock Ownership Plan by total assets, not by location.

Lee Contracting, Inc. Employee Stock Ownership Plan (MI) $250M · 565
Pacific Industrial Corp. Employee Stock Ownership Plan (OR) $251M · 73
Zander Group Holdings, Inc. Employee Stock Ownership Plan (TN) $247M · 201
Iewc Corp. Employee Stock Ownership Plan (WI) $246M · 343

Frequently Asked Questions

How did Porterville Citrus, Inc. Employee Stock Ownership Plan assets move in 2024? ▼

Porterville Citrus, Inc. Employee Stock Ownership Plan grew at a solid clip - up 13.4% during 2024, from $220M to $249M. Reported net income was $30M.

How have Porterville Citrus, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Porterville Citrus, Inc.'s sponsor-wide assets grew 25.3%, from $199M to $249M.

Where does Porterville Citrus, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Porterville Citrus, Inc. Employee Stock Ownership Plan ranks in the 95th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which ESOP plans are similar in size to Porterville Citrus, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Lee Contracting, Inc. Employee Stock Ownership Plan in MI ($250M, 565 participants).

Next read for Porterville Citrus, Inc. Employee Stock …

Scale reading

Ways to act on Porterville Citrus, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Porterville Citrus, Inc. Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
Porterville Citrus, Inc.'s sponsor-wide assets have grown 25.3% since 2022 across 3 plan years on file. More Agriculture, Forestry & Fishing plans

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 770312943.

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.