How big is Phoenix Fruit and Beverage's plan?

Phoenix Fruit and Beverage's plan reported $1.5M in assets and 2 participants for 2024.

Original filing (PDF)20250812100452NAL0009712608001

Phoenix Fruit and Beverage

Name: Phoenix Fruit and Beverage — Phoenix Fruit Beverage, Form 5500 (2024)
Creator: Phoenix Fruit and Beverage
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phoenix Fruit Beverage Profit Sharing Plan

Defined-contribution retirement plan · Phoenix Fruit and Beverage's Phoenix Fruit Beverage Profit Sharing Plan held $1.5M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Phoenix Fruit and Beverage's EIN is 33-0962066.

EIN 33-0962066

Plan number 001

Plan year 2024

ACK ID 20250812100452NAL0009712608001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Phoenix Fruit and Beverage from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Phoenix Fruit and Beverage's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PHOENIX FRUIT AND BEVERAGE.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

PHOENIX FRUIT AND BEVERAGE

EIN

all filings

Address

P.O. BOX 9441 · ONTARIO, CA · 91762

Phone

(909) 731-0755

Industry

Manufacturing

Plan administrator