Plan5500

Farmer Bros. Co. 401(K) Plan — Form 5500 plan (Farmer Bros. Co.)

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, Farmer Bros. Co. 401(K) Plan is a benefit plan reported by Farmer Bros. Co. under EIN 95-0725980 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,059 participants and $101,283,713 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$101.3MPlan net assets, end of year$101,283,713
Participants2.1KCovered participants reported2,059
Assets / participant$49.2KComputed: assets ÷ participants$49,191 (computed)
Provider compensation$227.5K4 Schedule C provider row(s)$227,452
Plan sponsor
Farmer Bros. Co.
EIN
95-0725980
Plan number
003
Plan type
2
Location
Fort Worth, TX
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    2,059 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$101.3M total assets
Net assets$101.3MLiabilities$0
Money in vs. money out
Total income / additions$18.3M
Total expenses$13.8M
Benefits paid / distributions$13.5M
Contributions
Employer$2.3M
Participant$4.7M
Full reported line items

Net assets

Total assets (EOY)
$101,283,713
Total liabilities (EOY)
$0
Net assets (EOY)
$101,283,713
Net assets (BOY)
$96,785,242

Income & contributions

Employer contributions
$2,339,118
Participant contributions
$4,687,707
Total contributions
$7,456,333
Total income / additions
$18,268,362

Expenses & distributions

Benefits paid
$13,549,853
Administrative expenses
$197,190
Total expenses
$13,769,891
Net increase / (decrease)
$4,498,471
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 33%Participant 67%
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income74%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Principal Life Insurance Company$169.3K
    CONTRACT ADMINISTRATOR · Direct $169.3K · Indirect $0
  2. 2
    Nfp Retirement Inc.$27.9K
    INVESTMENT ADVISORY · Direct $27.9K · Indirect $55
  3. 3
    Farmer Bros Co$16K
    OTHER SERVICES · Direct $0 · Indirect $16K
  4. 4
    Pkf O'Connor Davies, Llp$14.2K
    OTHER SERVICES · Direct $0 · Indirect $14.2K

What to inspect next

Frequently asked questions

Who sponsors the Farmer Bros. Co. 401(K) Plan?
Farmer Bros. Co. 401(K) Plan is reported as sponsored by Farmer Bros. Co. (EIN 95-0725980, plan number 003) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Farmer Bros. Co. 401(K) Plan?
The latest Form 5500 filing year loaded for Farmer Bros. Co. 401(K) Plan is 2023.
How many participants does Farmer Bros. Co. 401(K) Plan report?
Farmer Bros. Co. 401(K) Plan reports 2,059 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Farmer Bros. Co. 401(K) Plan?
Farmer Bros. Co. 401(K) Plan reports $101,283,713 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages