ESOP · DOL Form 5500 · 2024

Coast Citrus Distributors ESOP

Data updated 2026-08-25

$83M
Total assets Below avg plan size
142
Participants Small participant base
89th
Percentile by assets National rank
$582,653
Avg per participant High balance/head
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Official DOL plan name: Coast Citrus Distributors Employee Stock Ownership Plan · Sponsored by Coast Citrus Distributors · California · Retail Trade

$83M in assets, 142 participants

Coast Citrus Distributors's Coast Citrus Distributors Employee Stock Ownership Plan reported $83M in total assets and 142 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,555 in Retail Trade (8,048 peers)

Coverage in California

Coast Citrus Distributors Employee Stock Ownership Plan covers 142 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $83M.

#7,555
in Retail Trade (8,048 peers)
+6.8%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Coast Citrus Distributors Employee Stock Ownership Plan's outsized position by total assets

Coast Citrus Distributors Employee Stock Ownership Plan vs every filed plan by assets

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

$82,736,793 Top 11% higher than 89% 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

Coast Citrus Distributors Employee Stock Ownership Plan 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. Coast Citrus Distributors Employee Stock Ownership Plan sits mid-pack in the medium band (142 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Coast Citrus Distributors Employee Stock Ownership Plan reported net income fell from $4M in the plan year 2023 filing to $364K in the plan year 2024 filing.
  • Coast Citrus Distributors Employee Stock Ownership Plan end-of-year assets rose from $77M in the plan year 2023 filing to $83M in the plan year 2024 filing.
  • Coast Citrus Distributors Employee Stock Ownership Plan reported participants fell from 148 in the plan year 2023 filing to 142 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 951628554 · Coast Citrus Distributors PY 2024 · ESOP

Coast Citrus Distributors Employee Stock Ownership Plan · $83M · 142 · 89th

  • PHOTO $83M
  • PHOTO 142
  • PHOTO 89th
  • PHOTO ESOP
  • PHOTO near C.E. Niehoff & Co. Employee Stock Ownership Plan
  • PHOTO ind #7555

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 What is an ESOP? → · Plans in California →

Coast Citrus Distributors Employee Stock Ownership Plan in the asset neighbourhood

Georgia Cryoservices Employee Stock Ownership PlanGeorgia Cryoservices Employe…$83MCoast Citrus Distributors Employee Stock Ownership PlanCoast Citrus Distributors Em…$83MC.E. Niehoff & Co. Employee Stock Ownership PlanC.E. Niehoff & Co. Employee …$83MGlasfloss Industries, Inc. Employee Stock Ownership PlanGlasfloss Industries, Inc. E…$83MCogent, Inc. Employee Stock Ownership PlanCogent, Inc. Employee Stock …$82M
End-of-year total assets ($M) among Coast Citrus Distributors Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$77M
Net Assets (End of Year)$56M
Net Income$364K
Employer EIN951628554
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Coast Citrus Distributors)

Sponsor-wide plan assets over time

All Coast Citrus Distributors plans reported in each filing year

Latest sponsor-wide plan assets
$95M 8.8683424562008% vs 2022
2024 filing year
$85M$90M$95M$100M 202220232024 $87.2M $94.9M ▲ +8.9%
Year Plans Participants Total Assets
2022 2 297 $87M
2023 2 294 $91M
2024 2 286 $95M

Nearby ESOP Plans in California

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

Coast Citrus Distributors Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Coast Citrus Distributors Employee Stock Ownership Plan, Total assets ($B): 0.082736793 · Participants: 142Coast Citrus Distributors Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Coast Citrus Distributors Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Coast Citrus Distributors Employee Stock Ownership Plan side-by-side with 3 peers →

Coast Citrus Distributors Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is C.E. Niehoff & Co. Employee Stock Ownership Plan in IL ($83M); by covered participants it is Standard Heating & Air Conditioning Employee Stock Ownership Plan in NE (142 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (142 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 Coast Citrus Distributors Employee Stock Ownership Plan assets move in 2024? ▼
Coast Citrus Distributors Employee Stock Ownership Plan grew at a solid clip - up 6.8% during 2024, from $77M to $83M. Reported net income was $364K.
How have Coast Citrus Distributors plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coast Citrus Distributors's sponsor-wide assets grew 8.9%, from $87M to $95M.
Where does Coast Citrus Distributors Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Coast Citrus Distributors Employee Stock Ownership Plan ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Coast Citrus Distributors Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is C.E. Niehoff & Co. Employee Stock Ownership Plan in IL ($83M, 330 participants).
Which ESOP plans cover a similar participant headcount to Coast Citrus Distributors Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Standard Heating & Air Conditioning Employee Stock Ownership Plan in NE (142 participants, $11M 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 951628554.

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.