My Plan Facts

Employers › California

Employer · plans filed under one EIN

Sunsweet Growers Inc.

Yuba City, CA · Manufacturing

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$80.7Mnet assets across plans
1,007participant records713 active
$887Kemployer contributions, latest plan years$1,244 per active record
$267KSchedule C compensation to organisations$265.62 per participant record

Sunsweet Growers Inc., based in Yuba City, California, sponsors 3 retirement plans with 100 or more participants: 2 defined contribution and 1 defined benefit. Together they reported 1,007 participant records and $80.7M in net assets.

The largest is Sunsweet Growers Inc., 401(k) Plan, a 401(k) plan with 428 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $887K and participant contributions $2.1M in the latest plan years; benefits paid were $9.7M. Schedule C compensation reported to service provider organisations totalled $267K.

Combined net assets moved from $29.1M in 2009 to $80.7M in 2024 (up 177%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Sunsweet Growers Inc., 401(k) Plan401(k) plan2024428$74.7M$174,567$2,806$219K
Sunsweet Growers Inc. Union Employees 401(k) Plan401(k) plan2025395———$0
Sunsweet Hourly Pension Plandefined benefit pension plan2024184$5.9M$32,256—$48K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $29.1M2010: $34.6M2011: $36.9M2012: $42.6M2013: $51.1M2014: $56.4M2015: $56.9M2016: $61.9M2017: $70.5M2018: $66.0M2019: $78.7M2020: $87.1M2021: $90.8M2022: $74.6M2023: $79.0M2024: $80.7M$29.1M$90.8M$80.7M200920122016202020242025
Combined net assets
2009: 1,0912010: 1,1292011: 1,1512012: 1,1482013: 1,1102014: 1,0522015: 9642016: 9682017: 9572018: 9522019: 9752020: 9642021: 9372022: 9162023: 9902024: 1,0032025: 3951,0911,151395200920122016202020242025
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20251395$0$0$0
202431,003$80.7M$887K$2.1M
20233990$79.0M$1.9M$2.1M
20223916$74.6M$1.5M$2.2M
20213937$90.8M$912K$2.1M
20203964$87.1M$896K$2.1M
20193975$78.7M$1.3M$2.1M
20183952$66.0M$1.8M$2.1M
20173957$70.5M$1.8M$1.9M
20163968$61.9M$1.8M$1.8M
20153964$56.9M$2.3M$1.7M
201431,052$56.4M$2.2M$1.6M
201331,110$51.1M$1.7M$1.5M
201231,148$42.6M$1.6M$1.5M
201131,151$36.9M$1.6M$1.4M
201031,129$34.6M$1.6M$1.4M
200931,091$29.1M$1.5M$1.3M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Empower Annuity Insurance Company—1$176,597
State Street Global Advisors TrustCustodial (other than securities); Custodial (securities)1$48,387
SageView Advisory Group LLCInvestment advisory (plan)1$42,500

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Empower Annuity Insurance Company$177K
State Street Global Advisors Trust$48K
SageView Advisory Group LLC$43K

Questions and answers

How many retirement plans does Sunsweet Growers Inc. have?

3 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Sunsweet Growers Inc., 401(k) Plan, Sunsweet Growers Inc. Union Employees 401(k) Plan and Sunsweet Hourly Pension Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Sunsweet Growers Inc. contribute to its plans?

$886,630 in employer contributions across these plans in their latest plan years, about $1,244 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Empower Annuity Insurance Company, State Street Global Advisors Trust and SageView Advisory Group LLC. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.