Defined Benefit (Pension) · DOL Form 5500 · 2024
Sunkist Retirement Board Pension Plan
Data updated 2026-08-25
- $77M
- Total assets Below avg plan size
- 160
- Participants Small participant base
- 88th
- Percentile by assets National rank
- $481,606
- Avg per participant High balance/head
Official DOL plan name: Sunkist Retirement Plan - a · Sponsored by Sunkist Retirement Board · California · Agriculture, Forestry & Fishing
$77M in assets, 160 participants
Sunkist Retirement Board's Sunkist Retirement Plan - a reported $77M in total assets and 160 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- #1,139 in Agriculture, Forestry & Fishing (1,217 peers)
Coverage in California
Sunkist Retirement Plan - a covers 160 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $77M.
- #1,139
- in Agriculture, Forestry & Fishing (1,217 peers)
- -9.9%
- assets change YoY
- 0.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sunkist Retirement Plan - a's outsized position by total assets
Sunkist Retirement Plan - a vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$77,057,000 Top 12% higher than 88% 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
Sunkist Retirement Plan - a among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sunkist Retirement Plan - a sits mid-pack in the medium band (160 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sunkist Retirement Plan - a reported net income rose from -$27M in the plan year 2023 filing to -$8M in the plan year 2024 filing.
- Sunkist Retirement Plan - a reported participants fell from 240 in the plan year 2023 filing to 160 in the plan year 2024 filing.
- Sunkist Retirement Plan - a end-of-year assets fell from $86M in the plan year 2023 filing to $77M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 953007164 · Sunkist Retirement Board PY 2024 · Defined Benefit (Pension)
Sunkist Retirement Plan - a · $77M · 160 · 88th
- BOOK $77M
- VS-ST 160
- BOY 88th
- SCH Defined Benefit (Pension)
- EBSA near L3harris Communication Systems - East Pension Plan for Bargaining Unit Employees
- PART ind #1139
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 California →
Sunkist Retirement Plan - a in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $86M |
|---|---|
| Net Assets (End of Year) | $77M |
| Net Income | -$8M |
| Employer EIN | 953007164 |
| Plan Effective Date | 1960-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sunkist Retirement Board)
Sponsor-wide plan assets over time
All Sunkist Retirement Board plans reported in each filing year
- Latest sponsor-wide plan assets
- $80M 32.08106478217662% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 335 | $118M |
| 2023 | 2 | 275 | $89M |
| 2024 | 2 | 179 | $80M |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $34.5B · 135,057
- Pacific Gas and Electric Company Retirement Plan $17.6B · 27,500
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $11.4B · 18,983
- Western States Carpenters Pension Plan $11.3B · 48,582
- Ilwu-Pma Pension Plan $10.8B · 15,833
Sunkist Retirement Plan - a's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is L3harris Communication Systems - East Pension Plan for Bargaining Unit Employees in FL ($77M); by covered participants it is Orthopedic & Sports Medicine Specialists of Green Bay Sc Cash Balance Plan in WI (160 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($77M here).
- L3harris Communication Systems - East Pension Plan for Bargaining Unit Employees (FL) $77M · 63
- Office & Professional Employees Iu Pension Plan (NY) $77M · 101
- State Department Federal Credit Union Defined Benefit Pension Plan (VA) $77M · 37
- Employees' Retirement Income Plan of Bank Leumi USA (NJ) $77M · 42
Similar participant headcount
Nearest other-state filings by covered participants (160 participants); asset peers above are excluded.
- Orthopedic & Sports Medicine Specialists of Green Bay Sc Cash Balance Plan (WI) 160 · 0 off
- Allete & Affiliated Companies Retirement Plan C (MN) 160 · 0 off
- Simpson Thacher& Bartlett LLP Cash Balance Plan II (NY) 160 · 0 off
- Pension Plan for Hourly Employees Employed by the Hapco Division of Kearney-National, Inc. (NY) 160 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.