401(k) · DOL Form 5500 · 2024

Citrus World, Inc. 401(k) Plan

Data updated 2026-08-25

$83M
Total assets Below avg plan size
733
Participants Near avg headcount
89th
Percentile by assets National rank
$113,872
Avg per participant Below avg balance/head
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Official DOL plan name: Citrus World, Inc. 401(k) Retirement Plan · Sponsored by Citrus World, Inc. · Florida · Agriculture, Forestry & Fishing

$83M in assets, 733 participants

Citrus World, Inc.'s Citrus World, Inc. 401(k) Retirement Plan reported $83M in total assets and 733 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.

  • #1,146 in Agriculture, Forestry & Fishing (1,217 peers)

Where Citrus World, Inc. 401(k) Retirement Plan sits by assets

Citrus World, Inc. 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $83M for 733 participants (~$113,872/participant), up 5.0% in 2024.

#1,146
in Agriculture, Forestry & Fishing (1,217 peers)
+5.0%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Citrus World, Inc. 401(k) Retirement Plan's outsized position by total assets

Citrus World, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$83,468,232 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

Citrus World, Inc. 401(k) Retirement 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. Citrus World, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (733 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Citrus World, Inc. 401(k) Retirement Plan reported net income fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Citrus World, Inc. 401(k) Retirement Plan end-of-year assets rose from $80M in the plan year 2023 filing to $83M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 590245940 · Citrus World, Inc. PY 2024 · 401(k)

Citrus World, Inc. 401(k) Retirement Plan · $83M · 733 · 89th

  • VS-ST $83M
  • VS-ST 733
  • VS-ST 89th
  • VS-ST 401(k)
  • VS-ST near Dpt Laboratories, Ltd. 401(k) Plan
  • VS-ST ind #1146

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 Florida →

Citrus World, Inc. 401(k) Retirement Plan in the asset neighbourhood

Sheehan Phinney Bass & Green PA Profit Sharing Plan and TrustSheehan Phinney Bass & Green…$83MFirstrust 401(k) and Profit Sharing PlanFirstrust 401(k) and Profit …$83MCitrus World, Inc. 401(k) Retirement PlanCitrus World, Inc. 401(k) Re…$83MDpt Laboratories, Ltd. 401(k) PlanDpt Laboratories, Ltd. 401(k…$83MWest County Radiological Group, Inc. Profit Sharing PlanWest County Radiological Gro…$83M
End-of-year total assets ($M) among Citrus World, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$80M
Net Assets (End of Year)$83M
Net Income$4M
Employer EIN590245940
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Citrus World, Inc.)

Sponsor-wide plan assets over time

All Citrus World, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$83M 14.223915666451822% vs 2022
2024 filing year
$70M$75M$80M$85M 202220232024 $73.1M $83.5M ▲ +14.2%
Year Plans Participants Total Assets
2022 1 746 $73M
2023 1 737 $80M
2024 1 733 $83M

Nearby 401(k) Plans in Florida

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

Citrus World, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Citrus World, Inc. 401(k) Retirement Plan, Total assets ($B): 0.083468232 · Participants: 733Citrus World, Inc. 401(k) Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Citrus World, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Citrus World, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Citrus World, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Dpt Laboratories, Ltd. 401(k) Plan in TX ($83M); by covered participants it is Yokohama Industries Americas Inc. Profit Sharing & 401(k) Plan in KY (733 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (733 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 Citrus World, Inc. 401(k) Retirement Plan assets move in 2024? ▼
Citrus World, Inc. 401(k) Retirement Plan edged up modestly - up 5.0% during 2024, from $80M to $83M. Reported net income was $4M.
How have Citrus World, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Citrus World, Inc.'s sponsor-wide assets grew 14.2%, from $73M to $83M.
Where does Citrus World, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Citrus World, Inc. 401(k) Retirement 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 401(k) plans are similar in size to Citrus World, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dpt Laboratories, Ltd. 401(k) Plan in TX ($83M, 621 participants).
Which 401(k) plans cover a similar participant headcount to Citrus World, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Yokohama Industries Americas Inc. Profit Sharing & 401(k) Plan in KY (733 participants, $31M 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 590245940.

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.