401(k)
2022 plan-year 401(k) DOL Form 5500

Thompson/Mccarthy Coffee Co. 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Thompson/Mccarthy Coffee Co. · Arizona · Food Services & Accommodation

What the 2023 filing shows

Thompson/Mccarthy Coffee Co. 401(k) Plan holds $440K for 252 participants — about $1,745 per participant, up 76.6% over the 2022 plan year.

$440K
total plan assets (2022 EOY)
252
covered participants
$1,745
avg assets per participant
+76.6%
assets growth YoY
Total Assets (2023)
$440K
Participants
252
State
Industry
Food Services & Accommodation

What the Filing Says About Thompson/Mccarthy Coffee Co. 401(k) Plan

Thompson/Mccarthy Coffee Co. 401(k) Plan is a 401(k) retirement plan sponsored by Thompson/Mccarthy Coffee Co., headquartered in Arizona. As of the 2022 Form 5500 filing, the plan reports $440K in total end-of-year assets and covers 252 participants across the Food Services & Accommodation industry. The sponsor's EIN on file with the U.S. Department of Labor is 208527338, and the plan has been effective since 2021-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $249K at the beginning of 2022 to $440K at year-end — a gain of 76.6%. Net assets (after liabilities) closed the year at $439K, with reported net income of $198K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$249K
Total Assets (End of Year)$440K
Net Assets (End of Year)$439K
Net Income$198K
Plan Type401(k)
Employer EIN208527338
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

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Frequently Asked Questions

How much money is in the Thompson/Mccarthy Coffee Co. 401(k) Plan?
As of the 2022 Form 5500 filing, Thompson/Mccarthy Coffee Co. 401(k) Plan holds $440K in total assets with 252 participants. It is sponsored by Thompson/Mccarthy Coffee Co..
What type of plan is Thompson/Mccarthy Coffee Co. 401(k) Plan?
Thompson/Mccarthy Coffee Co. 401(k) Plan is a 401(k) plan. It has been effective since 2021-01-01. The plan is filed with the U.S. Department of Labor under EIN 208527338.
Who sponsors the Thompson/Mccarthy Coffee Co. 401(k) Plan?
Thompson/Mccarthy Coffee Co. 401(k) Plan is sponsored by Thompson/Mccarthy Coffee Co., located in Arizona. The sponsor's EIN is 208527338 and the plan operates in the Food Services & Accommodation industry.
How did Thompson/Mccarthy Coffee Co. 401(k) Plan perform in 2022?
Thompson/Mccarthy Coffee Co. 401(k) Plan grew by 76.6% during 2022, moving from $249K to $440K in total assets. Net income was $198K.
Where can I find official filings for Thompson/Mccarthy Coffee Co. 401(k) Plan?
Official Form 5500 filings for Thompson/Mccarthy Coffee Co. 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 208527338 or plan name at efast.dol.gov.
How does Thompson/Mccarthy Coffee Co. 401(k) Plan compare to other plans?
You can compare Thompson/Mccarthy Coffee Co. 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Arizona on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 208527338.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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