Citrus World, Inc. 401(k) Plan: Login, Facts & Contact Information

Citrus World, Inc. 401(k) Plan Facts

Plan name
CITRUS WORLD, INC. 401(K) RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CITRUS WORLD, INC.
Participants
829 (642 active employees)
Former employees with a balance
84
Plan assets
$83,468,232 at Dec 31, 2024
Average account balance
$123,291 across 677 accounts
Employer contributions
$1,036,996 in plan year 2024 (20% of all contributions)
Recordkeeper
Newport Group, Inc.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1989
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $5.11 million went into the plan in contributions, $1.04 million of it from the employer (20%).
  • $12.9 million was paid out to participants.
  • Investment and other income added $12.1 million.
  • Administrative expenses were $263,991, about $390 per account.

How the Citrus World, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019901$81.2 million$1.03 million$7.58 million
2020884$94.4 million$1.10 million$5.11 million
2021867$98.4 million$1.08 million$14.3 million
2022841$73.1 million$1.13 million$16.1 million
2023835$79.5 million$1.08 million$10.5 million
2024829$83.5 million$1.04 million$12.9 million

Citrus World, Inc. 401(k) Contact Information

Phone
863-676-1411
Mailing address
20205 US HIGHWAY 27 NORTH P.O. BOX 1111, LAKE WALES FL 33859
Plan sponsor
CITRUS WORLD, INC.
Employer identification number (EIN)
59-0245940
Plan number
333

Questions about the Citrus World, Inc. 401(k)

Does Citrus World, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.04 million, 20% of all contributions.

Does the Citrus World, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Citrus World, Inc 401(k) plan?

829 participants at the start of plan year 2024, 642 of them active employees, and 84 former employees who still had money in the plan.

What is the average 401(k) balance at Citrus World, Inc?

About $123,291 per account: $83.5 million in plan assets across 677 accounts with a balance at the end of plan year 2024.

Who manages the Citrus World, Inc 401(k) accounts?

Newport (an Ascensus company) (listed on the filing as NEWPORT GROUP, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Citrus World, Inc. How do I access my 401(k)?

Your account stays with Newport (an Ascensus company) after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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