401(k) · DOL Form 5500 · 2022

Birkenstock USA, LP 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
178
Participants Small participant base
75th
Percentile by assets National rank
$96,542
Avg per participant Below avg balance/head
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Official DOL plan name: Birkenstock 401(k) Plan · Sponsored by Birkenstock USA, LP · California · Wholesale Trade

$17M in assets, 178 participants

Birkenstock USA, LP's Birkenstock 401(k) Plan reported $17M in total assets and 178 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #4,894 in Wholesale Trade (6,843 peers)

Coverage in California

Birkenstock 401(k) Plan covers 178 participants in California, about 28% of the average California filer (state average ~630 per filing). Assets: $17M.

#4,894
in Wholesale Trade (6,843 peers)
-12.7%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Birkenstock 401(k) Plan's outsized position by total assets

Birkenstock 401(k) Plan vs every filed plan by assets

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

$17,184,542 Top 25% higher than 75% 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

Birkenstock 401(k) 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. Birkenstock 401(k) Plan sits mid-pack in the medium band (178 participants).

Form 5500 schedule snapshot

Filing strip 261300428 · Birkenstock USA, LP PY 2022 · 401(k)

Birkenstock 401(k) Plan · $17M · 178 · 75th

  • PHOTO $17M
  • IND 178
  • EOY 75th
  • 5500 401(k)
  • ASSETS near Sofie Network 401(k) Plan
  • PCT ind #4894

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 Wholesale Trade retirement plans → · Plans in California →

Birkenstock 401(k) Plan in the asset neighbourhood

Birkenstock 401(k) Plan$17MSofie Network 401(k) Plan$17MFreeland Group Restaurants 401(k) PlanFreeland Group Restaurants 4…$17MFarmers Coop Society 401(k) Profit Sharing PlanFarmers Coop Society 401(k) …$17MOsf International 401(k) Plan$17M
End-of-year total assets ($M) among Birkenstock 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$17M
Net Income-$3M
Employer EIN261300428
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Birkenstock USA, LP)

Sponsor-wide plan assets over time

All Birkenstock USA, LP plans reported in each filing year

Latest sponsor-wide plan assets
$30M 73.00933012936859% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $17.2M $29.7M ▲ +73.1%
Year Plans Participants Total Assets
2022 1 178 $17M
2023 1 229 $24M
2024 1 270 $30M

Nearby 401(k) Plans in California

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

Birkenstock 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Birkenstock 401(k) Plan, Total assets ($B): 0.017184542 · Participants: 178Birkenstock 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Birkenstock 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Birkenstock 401(k) Plan side-by-side with 3 peers →

Birkenstock 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Sofie Network 401(k) Plan in VA ($17M); by covered participants it is Frontier Inc. Retirement Plan in WI (178 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (178 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 Birkenstock 401(k) Plan assets move in 2022? ▼
Birkenstock 401(k) Plan pulled back noticeably - down 12.7% during 2022, from $20M to $17M. Reported net income was -$3M.
How have Birkenstock USA, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Birkenstock USA, LP's sponsor-wide assets grew 73.0%, from $17M to $30M.
Where does Birkenstock 401(k) Plan rank by assets among Form 5500 filers? ▼
Birkenstock 401(k) Plan ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Birkenstock 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sofie Network 401(k) Plan in VA ($17M, 256 participants).
Which 401(k) plans cover a similar participant headcount to Birkenstock 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Frontier Inc. Retirement Plan in WI (178 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 261300428.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.