401(k) · DOL Form 5500 · 2022

Colectivo Coffee Roasters, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
203
Participants Below avg headcount
64th
Percentile by assets National rank
$46,911
Avg per participant Low balance/head
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Official DOL plan name: Colectivo Coffee Roasters, Inc. Retirement Plan · Sponsored by Colectivo Coffee Roasters, Inc. · Wisconsin · Food Services & Accommodation

$10M in assets, 203 participants

Colectivo Coffee Roasters, Inc.'s Colectivo Coffee Roasters, Inc. Retirement Plan reported $10M in total assets and 203 participants in its 2022 DOL Form 5500 filing, ranking in the 64th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #4,085 in Food Services & Accommodation (4,592 peers)

Coverage in Wisconsin

Colectivo Coffee Roasters, Inc. Retirement Plan covers 203 participants in Wisconsin, about 36% of the average Wisconsin filer (state average ~563 per filing). Assets: $10M.

#4,085
in Food Services & Accommodation (4,592 peers)
-18.4%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Colectivo Coffee Roasters, Inc. Retirement Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Colectivo Coffee Roasters, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$9,523,009 Top 36% higher than 64% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Colectivo Coffee Roasters, Inc. Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Colectivo Coffee Roasters, Inc. Retirement Plan sits mid-pack in the medium band (203 participants).

Published 5500 schedule card

Filing strip 391779155 · Colectivo Coffee Roasters, Inc. PY 2022 · 401(k)

Colectivo Coffee Roasters, Inc. Retirement Plan · $10M · 203 · 64th

  • EOY $10M
  • 5500 203
  • ASSETS 64th
  • PCT 401(k)
  • EIN near Hcec 401(k) Plan
  • RANK ind #4085

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Food Services & Accommodation retirement plans → · Plans in Wisconsin →

Colectivo Coffee Roasters, Inc. Retirement Plan in the asset neighbourhood

Colectivo Coffee Roasters, Inc. Retirement PlanColectivo Coffee Roasters, I…$10MHcec 401(k) Plan$10MMaxalea, Inc. 401(k) Plan$10MTechnical Consumer Products, Inc. 401(k) ProfitTechnical Consumer Products,…$10MOregon Reproductive Medicine L 401(k) Profit Sharing Plan & TrustOregon Reproductive Medicine…$10M
End-of-year total assets ($M) among Colectivo Coffee Roasters, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$10M
Net Income-$2M
Employer EIN391779155
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Colectivo Coffee Roasters, Inc.)

Sponsor-wide plan assets over time

All Colectivo Coffee Roasters, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 13.987921254721067% vs 2022
2024 filing year
$9M$10M$11M$12M 202220232024 $9.52M $10.9M ▲ +14.1%
Year Plans Participants Total Assets
2022 1 203 $10M
2023 1 244 $11M
2024 1 232 $11M

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Colectivo Coffee Roasters, Inc. Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Colectivo Coffee Roasters, Inc. Retirement Plan, Total assets ($B): 0.009523009 · Participants: 203Colectivo Coffee Roasters, Inc. Retirement PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Colectivo Coffee Roasters, Inc. Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Colectivo Coffee Roasters, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Hcec 401(k) Plan in TX ($10M); by covered participants it is Symbol Mattress 401(k) Plan in VA (203 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (203 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Colectivo Coffee Roasters, Inc. Retirement Plan assets move in 2022?
Colectivo Coffee Roasters, Inc. Retirement Plan declined sharply - down 18.4% during 2022, from $12M to $10M. Reported net income was -$2M.
How have Colectivo Coffee Roasters, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Colectivo Coffee Roasters, Inc.'s sponsor-wide assets grew 14.0%, from $10M to $11M.
Which 401(k) plans are similar in size to Colectivo Coffee Roasters, Inc. Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Hcec 401(k) Plan in TX ($10M, 164 participants).
Which 401(k) plans cover a similar participant headcount to Colectivo Coffee Roasters, Inc. Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Symbol Mattress 401(k) Plan in VA (203 participants, N/A in assets).