401(k) · DOL Form 5500 · 2024

Alico, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
187
Participants Below avg headcount
64th
Percentile by assets National rank
$77,726
Avg per participant Below avg balance/head
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Official DOL plan name: Alico, Inc. 401(k) Profit Sharing Plan · Sponsored by Alico, Inc. · Florida · Agriculture, Forestry & Fishing

$15M in assets, 187 participants

Alico, Inc.'s Alico, Inc. 401(k) Profit Sharing Plan reported $15M in total assets and 187 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

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

Coverage in Florida

Alico, Inc. 401(k) Profit Sharing Plan covers 187 participants in Florida, about 30% of the average Florida filer (state average ~628 per filing). Assets: $15M.

#855
in Agriculture, Forestry & Fishing (1,217 peers)
-18.7%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Alico, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Alico, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$14,534,692 Top 36% higher than 64% 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

Alico, Inc. 401(k) Profit Sharing 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. Alico, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (187 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Alico, Inc. 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to -$3M in the plan year 2024 filing.
  • Alico, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $18M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Alico, Inc. 401(k) Profit Sharing Plan reported participants fell from 194 in the plan year 2023 filing to 187 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 590906081 · Alico, Inc. PY 2024 · 401(k)

Alico, Inc. 401(k) Profit Sharing Plan · $15M · 187 · 64th

  • BOOK $15M
  • VS-ST 187
  • BOY 64th
  • SCH 401(k)
  • EBSA near Country Fair, Inc. 401(k) Retirement Plan
  • PART ind #855

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 →

Alico, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Coastal Ridge Real Estate Partners 401(k) PlanCoastal Ridge Real Estate Pa…$15MLancesoft, Inc. Retirement PlanLancesoft, Inc. Retirement P…$15MAlico, Inc. 401(k) Profit Sharing PlanAlico, Inc. 401(k) Profit Sh…$15MCountry Fair, Inc. 401(k) Retirement PlanCountry Fair, Inc. 401(k) Re…$15MMidwest America Federal Credit Union 401(k) Profit SharingMidwest America Federal Cred…$15M
End-of-year total assets ($M) among Alico, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$15M
Net Income-$3M
Employer EIN590906081
Plan Effective Date1986-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alico, Inc.)

Sponsor-wide plan assets over time

All Alico, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 6.3279682321666835% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $15.5M $14.5M ▼ -6.4%
Year Plans Participants Total Assets
2022 1 202 $16M
2023 1 194 $18M
2024 1 187 $15M

Nearby 401(k) Plans in Florida

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

Alico, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Alico, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.014534692 · Participants: 187Alico, Inc. 401(k) Profit Sharing 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
Alico, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Alico, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Country Fair, Inc. 401(k) Retirement Plan in PA ($15M); by covered participants it is Media Iq Digital N.a. 401(k) Plan in NY (187 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (187 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 Alico, Inc. 401(k) Profit Sharing Plan assets move in 2024?
Alico, Inc. 401(k) Profit Sharing Plan declined sharply - down 18.7% during 2024, from $18M to $15M. Reported net income was -$3M.
How have Alico, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Alico, Inc.'s sponsor-wide assets declined 6.3%, from $16M to $15M.
Which 401(k) plans are similar in size to Alico, Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Country Fair, Inc. 401(k) Retirement Plan in PA ($15M, 410 participants).
Which 401(k) plans cover a similar participant headcount to Alico, Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Media Iq Digital N.a. 401(k) Plan in NY (187 participants, $10M in assets).