Farmer Bros 401(k) and pension plans

Farmer Bros. Co., Fort Worth, TX. EIN 95-0725980. Annual reports 2009–2024. Also filed as Farmer Brothers Co.; Farmers Brothers Co; Brewmatic Company, a Division of Farmer Bros. Co.

Farmer Bros. Co. has 2 active retirement plans on file. The largest is the Farmer Bros. Co. 401(k) Plan, with 1,544 participants and $104 million in assets in 2024. Principal has been its recordkeeper since 2009.

Active plans: 2
Participants: 2,035
Plan assets: $149 million
401(k) recordkeeper: Principal
Plans on file: 6
Industry: Manufacturing

All 6 plans

Active plans first

Farmer Bros. Co. 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 003Employer EIN 95-0725980
Participants (2024): 1,544
Net assets (2024): $104 million
Recordkeeper: Principal2009–2024
Plan administrator: Farmer Bros. Co.
14501 N. Freeway
Fort Worth, TX 76177
(682) 549-6600As filed for 2024
In effect since: March 1, 1990

Plans merged into this one: Farmer Bros. Co. Union 401(k) Plan (2011); Farmer Bros. Co. Amended and Restated Employee Stock Ownership Plan (2021).

Earlier sponsor: Farmer Brothers Co. (2009).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,544	$104 million	Principal
2023	1,766	$101 million	Principal
2022	1,888	$96.8 million	Principal
2021	1,829	$113 million	Principal
2020	1,744	$102 million	Principal
2019	1,965	$97.0 million	Principal
2018	1,966	$78.0 million	Principal
2017	2,018	$84.6 million	Principal
2016	1,988	$73.2 million	Principal
2015	2,058	$70.4 million	Principal
2014	2,094	$68.6 million	Principal
2013	1,984	$62.2 million	Principal
2012	1,993	$49.8 million	Principal
2011	2,065	$42.4 million	Principal
2010	1,559	$35.0 million	Principal
2009	1,637	$31.8 million	Principal

Farmer Bros. Co. Pension Plan

Pension (defined benefit)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 95-0725980
Participants (2024): 491
Net assets (2024): $45.1 million
Administered by: Principal2019–2024
Plan administrator: Farmer Bros. Co.
14501 N Freeway
Fort Worth, TX 76177
(682) 549-6600As filed for 2024
In effect since: August 30, 1962

Plans merged into this one: Farmer Bros. Co. Retirement Plan (2018).

Earlier sponsor: Brewmatic Company, a Division of Farmer Bros. Co. (2009–2017).

Earlier plan names: Brewmatic Company, a Division of Farmer Bros. Co. Pension Plan; The Brewmatic Company, a Division of Farmer Bros. Co. Pension Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	491	$45.1 million	Principal
2023	771	$82.5 million	Principal
2022	778	$75.5 million	Principal
2021	778	$75.2 million	Principal
2020	793	$92.1 million	Principal
2019	788	$81.4 million	Principal
2018	800	$76.1 million	not listed
2017	96	$3.8 million	not listed
2016	96	$3.8 million	not listed
2015	100	$3.1 million	not listed
2014	101	$3.2 million	not listed
2013	102	$3.5 million	not listed
2012	104	$3.1 million	not listed
2011	105	$2.9 million	not listed
2010	107	$2.7 million	not listed
2009	105	$2.5 million	not listed

Farmer Bros. Co. Hourly Employees' Pension Plan

Pension (defined benefit), frozenClosed

Closed. The plan filed its final annual report for 2024, which means its assets were paid out or moved and it no longer exists.

Plan number: 006Employer EIN 95-0725980
Participants (2023): 164
Net assets (2023): $3.8 million
Administered by: Principal2012–2024
Plan administrator: Farmer Bros. Co.
1912 Farmer Brothers Drive
Northlake, TX 76262
(682) 549-6600As filed for 2024
In effect since: July 1, 2009

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	0	$0	Principal
2023	164	$3.8 million	Principal
2022	166	$3.7 million	Principal
2021	167	$3.8 million	Principal
2020	169	$4.6 million	Principal
2019	179	$3.9 million	Principal
2018	179	$3.8 million	Principal
2017	181	$3.6 million	Principal
2016	195	$3.5 million	Principal
2015	213	$2.6 million	not listed
2014	156	$2.2 million	Principal
2013	153	$1.9 million	Principal
2012	152	$1.4 million	Principal
2011	154	$1.1 million	not listed
2010	157	$816,881	not listed
2009	161	$412,742	not listed

Farmer Bros. Co. Amended and Restated Employee Stock Ownership Plan

Employee stock ownership plan (ESOP)Merged

Merged. In 2021 its assets moved to the Farmer Bros Co 401(k) Plan, sponsored by Farmer Bros. Co. (EIN 95-0725980, plan 003). Accounts moved with them, so that plan is the one to contact.

Plan number: 005Employer EIN 95-0725980
Participants (2020): 1,530
Net assets (2020): $5.5 million
Recordkeeper: Principal2020
Plan administrator: Farmers Brothers Co
1912 Farmer Brothers DR
Northlake, TX 76262
(682) 549-6600As filed for 2021
In effect since: January 1, 2000

Earlier plan names: Farmer Bros. Co. Employee Stock Ownership Plan.

Year by year, 2009 to 2021

Plan year	Participants	Net assets	Recordkeeper
2021	0	$0	not listed
2020	1,530	$5.5 million	Principal
2019	1,735	$18.5 million	not listed
2018	1,957	$32.7 million	not listed
2017	2,008	$48.6 million	not listed
2016	1,988	$64.3 million	not listed
2015	2,062	$63.5 million	not listed
2014	2,079	$58.4 million	not listed
2013	2,007	$42.5 million	not listed
2012	2,025	$17.2 million	not listed
2011	2,111	$-5.0 million	not listed
2010	2,183	$19.8 million	not listed
2009	2,042	$23.3 million	not listed

Farmer Bros. Co. Retirement Plan

Pension (defined benefit), frozenMerged

Merged. In 2018 its assets moved to the Farmer Bros. Co. Pension Plan, sponsored by Farmer Bros. Co. (EIN 95-0725980, plan 002). Accounts moved with them, so that plan is the one to contact.

Plan number: 001Employer EIN 95-0725980
Participants (2017): 1,444
Net assets (2017): $102 million
Administered by: Principal2009–2018
Plan administrator: Farmer Bros. Co.
1912 Farmer Brothers Drive
Northlake, TX 76262
(682) 549-6600As filed for 2018
In effect since: July 1, 1964

Earlier plan names: Farmer Bros. Co. Pension Plan for Salaried Employees.

Year by year, 2009 to 2018

Plan year	Participants	Net assets	Recordkeeper
2018	0	$0	Principal
2017	1,444	$102 million	Principal
2016	1,581	$93.2 million	Principal
2015	1,605	$90.5 million	Principal
2014	1,638	$97.3 million	Principal
2013	1,651	$97.2 million	Principal
2012	1,682	$86.1 million	Principal
2011	1,742	$79.9 million	not listed
2010	1,761	$79.5 million	Principal
2009	1,750	$71.1 million	Principal

Farmer Bros. Co. Union 401(k) Plan

401(k)Merged

Merged. In 2011 its assets moved to the Farmer Bros. Co. 401(k) Plan, sponsored by Farmer Bros. Co. (EIN 95-0725980, plan 003). Accounts moved with them, so that plan is the one to contact.

Plan number: 004Employer EIN 95-0725980
Participants (2010): 697
Net assets (2010): $6.9 million
Recordkeeper: Principal2009–2011
Plan administrator: Farmer Bros. Co.
20333 Normandie Ave
Torrance, CA 90502
(310) 787-5241As filed for 2011
In effect since: January 1, 1999

Earlier sponsor: Farmer Brothers Co. (2009).

Year by year, 2009 to 2011

Plan year	Participants	Net assets	Recordkeeper
2011	0	$0	Principal
2010	697	$6.9 million	Principal
2009	739	$5.8 million	Principal

If you had money in one of these plans

Call Principal (principal.com), which runs the Farmer Bros. Co. 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((682) 549-6600). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 6 plans

Farmer Bros. Co. 401(k) Plan

Farmer Bros. Co. Pension Plan

Farmer Bros. Co. Hourly Employees' Pension Plan

Farmer Bros. Co. Amended and Restated Employee Stock Ownership Plan

Farmer Bros. Co. Retirement Plan

Farmer Bros. Co. Union 401(k) Plan

If you had money in one of these plans

What these numbers are

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