How big is California Citrus Mutual's plan?

California Citrus Mutual's plan reported $438K in assets and 4 participants for 2023.

Original filing (PDF)20241023014845NAL0007218626001

California Citrus Mutual

Name: California Citrus Mutual — California Citrus Mutual, Form 5500 (2023)
Creator: California Citrus Mutual
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

California Citrus Mutual Profit Sharing Plan

Defined-contribution retirement plan · California Citrus Mutual's California Citrus Mutual Profit Sharing Plan held $438K in plan assets for 4 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$438K

Net assets (EOY)

$438K

Plan identifiers

California Citrus Mutual's EIN is 95-3139901.

EIN 95-3139901

Plan number 002

Plan year 2023

ACK ID 20241023014845NAL0007218626001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for California Citrus Mutual from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

California Citrus Mutual's plan includes profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CALIFORNIA CITRUS MUTUAL.

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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