Defined Benefit (Pension) · DOL Form 5500 · 2024

Sunkist Retirement Board Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
19
Participants Small participant base
34th
Percentile by assets National rank
$152,947
Avg per participant Above avg balance/head
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Official DOL plan name: Sunkist Retirement Plan N · Sponsored by Sunkist Retirement Board · California · Agriculture, Forestry & Fishing

$3M in assets, 19 participants

Sunkist Retirement Board's Sunkist Retirement Plan N reported $3M in total assets and 19 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

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

Sunkist Retirement Board multi-year trail

Sunkist Retirement Board's plans moved -32.1% in assets from 2022 to 2024; this filing shows Sunkist Retirement Plan N at $3M / 19 participants.

#416
in Agriculture, Forestry & Fishing (1,217 peers)
-25.8%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sunkist Retirement Plan N's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Sunkist Retirement Plan N vs every filed plan by assets

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

$2,906,000 34th percentile higher than 34% 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

Sunkist Retirement Plan N among smaller 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 N is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sunkist Retirement Plan N reported participants fell from 35 in the plan year 2023 filing to 19 in the plan year 2024 filing.
  • Sunkist Retirement Plan N reported net income rose from -$2M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • Sunkist Retirement Plan N end-of-year assets fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 953007164 · Sunkist Retirement Board PY 2024 · Defined Benefit (Pension)

Sunkist Retirement Plan N · $3M · 19 · 34th

  • PHOTO $3M
  • PHOTO 19
  • PHOTO 34th
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Anita Patel M.D. P.a. Cash Balance Pension Plan
  • PHOTO ind #416

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 N in the asset neighbourhood

Sunkist Retirement Plan N$3MAnita Patel M.D. P.a. Cash Balance Pension PlanAnita Patel M.D. P.a. Cash B…$3MWestern Farm Bureau Pension PlanWestern Farm Bureau Pension …$3MBernard Chaus, Inc. Pension Plan for Bargaining Unit EmployeesBernard Chaus, Inc. Pension …$3MGornto & Associates, Inc. Defined Benefit PlanGornto & Associates, Inc. De…$3M
End-of-year total assets ($M) among Sunkist Retirement Plan N and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Sunkist Retirement Board multi-year asset trail

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
$60M$80M$100M$120M$140M 202220232024 $118M $80M ▼ -32.1%
Year Plans Participants Total Assets
2022 2 335 $118M
2023 2 275 $89M
2024 2 179 $80M

Sunkist Retirement Board filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$1M
Employer EIN953007164
Plan Effective Date1960-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Sunkist Retirement Plan N vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Sunkist Retirement Plan N, Total assets ($B): 0.002906 · Participants: 19Sunkist Retirement Plan NKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
Sunkist Retirement Plan N vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Sunkist Retirement Plan N side-by-side with 3 peers →

Sunkist Retirement Plan N's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Anita Patel M.D. P.a. Cash Balance Pension Plan in FL ($3M); by covered participants it is Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIO in NY (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Sunkist Retirement Plan N assets move in 2024? ▼
Sunkist Retirement Plan N declined sharply - down 25.8% during 2024, from $4M to $3M. Reported net income was -$1M.
How have Sunkist Retirement Board plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sunkist Retirement Board's sponsor-wide assets declined 32.1%, from $118M to $80M.
Which Defined Benefit (Pension) plans are similar in size to Sunkist Retirement Plan N? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Anita Patel M.D. P.a. Cash Balance Pension Plan in FL ($3M, 10 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sunkist Retirement Plan N? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIO in NY (19 participants, $47M 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 953007164.

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.