Plan5500

Calavo Growers, Inc. Retirement Plan — Form 5500 plan (Calavo Growers, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Calavo Growers, Inc. Retirement Plan is a benefit plan reported by Calavo Growers, Inc. under EIN 33-0945304 and plan number 006. The latest loaded filing year is 2023. The filing reports 1,563 participants and $44,339,154 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Calavo Growers, Inc.
EIN
33-0945304
Plan number
006
Plan type
2
Location
Santa Paula, CA
Latest filing year
2023
Participants
1,563
End-of-year plan assets
$44,339,154

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,563H, C20240917180705NAL0005916048001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$44,339,154
Total liabilities (EOY)
$0
Net assets (EOY)
$44,339,154
Net assets (BOY)
$40,419,305

Income & contributions

Employer contributions
$1,077,973
Participant contributions
$2,399,491
Total contributions
$3,823,219
Total income / additions
$11,243,750

Expenses & distributions

Benefits paid
$7,253,883
Administrative expenses
$70,018
Total expenses
$7,323,901
Net increase / (decrease)
$3,919,849

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T Rowe Price Rps IncNONE$55,060$02023
Pensionmark Retirement GroupNONE$13,750not reported in the loaded dataset2023

Related Form 5500 pages