How big is Gilbert Orchards, Inc.'s plan?

Gilbert Orchards, Inc.'s plan reported $3.3M in assets and 489 participants for 2024.

Original filing (PDF)20251015153505NAL0006780160001

Gilbert Orchards, Inc.

Name: Gilbert Orchards, Inc. — Gilbert Orchards Inc., Form 5500 (2024)
Creator: Gilbert Orchards, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Gilbert Orchards Inc. 401(k) Plan

401(k) retirement plan · Gilbert Orchards, Inc.'s Gilbert Orchards Inc. 401(k) Plan held $3.3M in plan assets for 489 participants in 2024, with Empower as recordkeeper.

Active participants

489

Accounts w/ balance

504

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

Charley Hanses signed Gilbert Orchards, Inc.'s 2024 Form 5500 as plan administrator.

Charley Hanses — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Gilbert Orchards, Inc.'s EIN is 91-0233730.

EIN 91-0233730

Plan number 003

Plan year 2024

ACK ID 20251015153505NAL0006780160001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Gilbert Orchards, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Gilbert Orchards, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GILBERT ORCHARDS, INC.

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How this plan invests

This plan

35 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

GILBERT ORCHARDS, INC

EIN

all filings

Address

1440 N 16TH AVE · YAKIMA, WA · 98902

Phone

(509) 966-2600

Industry

Agriculture, Forestry, Fishing, Hunting

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2S · Automatic enrollment

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$6K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$871	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
ALEGRIA ASSET MANAGEMENT

Investments

35 direct securities· $3.1M(94% of reported assets)

Mutual Funds

$1.9M

23 holdings

Other securities

$978K

7 holdings

Common Collective Trusts

$140K

1 holding

Common Stocks

$81K

3 holdings

Bonds / Notes

$52K

1 holding

					% of plan
# Alliance Bernstein AB LARGE CAP GROWTH Z N/A	Other securities	—	—	$602K	18.1%
# The American Funds AMERICAN FUNDS AMERICAN BALANCED R6 N/A	Mutual Funds	—	—	$286K	8.6%
# The American Funds AMERICAN FUNDS GR AND INC PORT R-6 N/A	Mutual Funds	—	—	$194K	5.8%
# The American Funds AMERICAN FUNDS 2035 TRGT DATE RETIRE R6 N/A	Mutual Funds	—	—	$174K	5.2%
# BlackRock TECHNOLOGY OPPORTUNITIES K N/A	Other securities	—	—	$171K	5.1%
# The American Funds AMERICAN FUNDS 2050 TRGT DATE RETIRE R6 N/A	Mutual Funds	—	—	$166K	5.0%
# The American Funds AMERICAN FUNDS 2040 TRGT DATE RETIRE R6 N/A	Mutual Funds	—	—	$151K	4.5%
# The American Funds AMERICAN FUNDS NEW PERSPECTIVE R6 N/A	Mutual Funds	—	—	$145K	4.4%
# Fidelity Investments FIDELITY 500 INDEX N/A	Common Collective Trusts	—	—	$140K	4.2%
# The American Funds AMERICAN FUNDS 2025 TRGT DATE RETIRE R6 N/A	Mutual Funds	—	—	$126K	3.8%
# The American Funds AMERICAN FUNDS 2060 TRGT DATE RETIRE R6 N/A	Mutual Funds	—	—	$93K	2.8%
# The American Funds AMERICAN FUNDS 2055 TRGT DATE RETIRE R6 N/A	Mutual Funds	—	—	$93K	2.8%
# The American Funds AMERICAN FUNDS 2045 TRGT DATE RETIRE R6 N/A	Mutual Funds	—	—	$91K	2.7%
# J.P. Morgan JPMORGAN EQUITY INCOME R6 N/A	Other securities	—	—	$75K	2.3%
# Fidelity Investments FIDELITY MID CAP INDEX N/A	Mutual Funds	—	—	$66K	2.0%
# BlackRock INTERNATIONAL K N/A	Other securities	—	—	$55K	1.7%
# The American Funds AMERICAN FUNDS BOND FUND OF AMER R6 N/A	Mutual Funds	—	—	$53K	1.6%
# The American Funds AMERICAN FUNDS 2030 TRGT DATE RETIRE R6 N/A	Mutual Funds	—	—	$52K	1.6%
# Participant notes receivable Notes receivable from participants Interest rate ranging from 9.00% to 9.50%; maturing 2025 through 2029	Bonds / Notes	—	—	$52K	1.6%
# Allspring Global Investments ALLSPRING SPECIAL SMALL CAP VALUE R6 N/A	Other securities	—	—	$45K	1.4%
# MFS Investment Management MFS INTERNATIONAL GROWTH R6 N/A	Mutual Funds	—	—	$43K	1.3%
# The American Funds AMERICAN FUNDS MORTGAGE R6 N/A	Mutual Funds	—	—	$42K	1.3%
# T. Rowe Price Group, Inc. T. ROWE PRICE U.S. EQUITY RESEARCH I N/A	Common Stocks	—	—	$42K	1.3%
# Fidelity Investments FIDELITY SMALL CAP INDEX N/A	Mutual Funds	—	—	$30K	0.9%
# Empower Annuity Insurance Company of America EI Fixed Account - Series Class I N/A	Common Stocks	—	—	$30K	0.9%
# The American Funds AMERICAN FUNDS 2065 TRGT DATE RETIRE R6 N/A	Mutual Funds	—	—	$25K	0.7%
# BlackRock HEALTH SCIENCES OPPS K N/A	Other securities	—	—	$24K	0.7%
# MFS Investment Management MFS MID CAP GROWTH R6 N/A	Mutual Funds	—	—	$16K	0.5%
# The American Funds AMERICAN FUNDS 2015 TRGT DATE RETIRE R6 N/A	Mutual Funds	—	—	$9K	0.3%
# Prudential Financial, Inc. PGIM GLOBAL TOTAL RETURN R6 N/A	Common Stocks	—	—	$9K	0.3%
# The American Funds AMERICAN FUNDS INFLATION LINKED BD R6 N/A	Mutual Funds	—	—	$7K	0.2%
# The American Funds AMERICAN FUNDS 2010 TRGT DATE RETIRE R6 N/A	Mutual Funds	—	—	$7K	0.2%
# The American Funds AMERICAN FUNDS 2020 TRGT DATE RETIRE R6 N/A	Mutual Funds	—	—	$6K	0.2%
# The American Funds AMERICAN FUNDS RETIRE INC PORT-CNSRV R6 N/A	Mutual Funds	—	—	$5K	0.1%
# Alliance Bernstein AB SMALL CAP GROWTH Z N/A	Other securities	—	—	$4K	0.1%