401(k) · DOL Form 5500 · 2022

Blue Bottle Coffee, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
847
Participants Near avg headcount
69th
Percentile by assets National rank
$14,362
Avg per participant Low balance/head
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Official DOL plan name: Blue Bottle Coffee, Inc. 401(k) Plan · Sponsored by Blue Bottle Coffee, Inc. · California · Food Services & Accommodation

$12M in assets, 847 participants

Blue Bottle Coffee, Inc.'s Blue Bottle Coffee, Inc. 401(k) Plan reported $12M in total assets and 847 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,192 in Food Services & Accommodation (4,592 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Blue Bottle Coffee, Inc. 401(k) Plan ranks #4,192 of 4,592 2022 filers by assets (161% of the sector average)-$12M for 847 participants.

#4,192
in Food Services & Accommodation (4,592 peers)
-2.7%
assets change YoY

The plan reported a net loss of $307K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Blue Bottle Coffee, Inc. 401(k) Plan's outsized position by total assets

Blue Bottle Coffee, Inc. 401(k) Plan vs every filed plan by assets

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

$12,164,469 Top 31% higher than 69% 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

Blue Bottle Coffee, Inc. 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. Blue Bottle Coffee, Inc. 401(k) Plan sits mid-pack in the medium band (847 participants).

Form 5500 schedule snapshot

Filing strip 460805567 · Blue Bottle Coffee, Inc. PY 2022 · 401(k)

Blue Bottle Coffee, Inc. 401(k) Plan · $12M · 847 · 69th

  • NET $12M
  • BOOK 847
  • VS-ST 69th
  • BOY 401(k)
  • SCH near Armstrong Medical Industries, Inc. Profit Sharing Trust
  • EBSA ind #4192

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 California →

Blue Bottle Coffee, Inc. 401(k) Plan in the asset neighbourhood

Unique Fabricating Inc Profit Sharing and 401 K PlanUnique Fabricating Inc Profi…$12MBlue Bottle Coffee, Inc. 401(k) PlanBlue Bottle Coffee, Inc. 401…$12MArmstrong Medical Industries, Inc. Profit Sharing TrustArmstrong Medical Industries…$12MHollstadt Consulting Retirement Savings PlanHollstadt Consulting Retirem…$12MCommunity Health Connections 401(k) PlanCommunity Health Connections…$12M
End-of-year total assets ($M) among Blue Bottle Coffee, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$12M
Net Income-$307K
Employer EIN460805567
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Blue Bottle Coffee, Inc.)

Sponsor-wide plan assets over time

All Blue Bottle Coffee, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 69.57761986980279% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $12.2M $20.6M ▲ +69.7%
Year Plans Participants Total Assets
2022 1 847 $12M
2023 1 1,155 $17M
2024 1 1,135 $21M

Nearby 401(k) Plans in California

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

Blue Bottle Coffee, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Blue Bottle Coffee, Inc. 401(k) Plan, Total assets ($B): 0.012164469 · Participants: 847Blue Bottle Coffee, Inc. 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
Blue Bottle Coffee, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Blue Bottle Coffee, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Armstrong Medical Industries, Inc. Profit Sharing Trust in IL ($12M); by covered participants it is Planet Fit Indy 10 LLC Retirement Plan in IL (847 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (847 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 Blue Bottle Coffee, Inc. 401(k) Plan assets move in 2022? ▼
Blue Bottle Coffee, Inc. 401(k) Plan edged down modestly - down 2.7% during 2022, from $13M to $12M. Reported net income was -$307K.
How have Blue Bottle Coffee, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Blue Bottle Coffee, Inc.'s sponsor-wide assets grew 69.6%, from $12M to $21M.
Which 401(k) plans are similar in size to Blue Bottle Coffee, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Armstrong Medical Industries, Inc. Profit Sharing Trust in IL ($12M, 82 participants).
Which 401(k) plans cover a similar participant headcount to Blue Bottle Coffee, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Planet Fit Indy 10 LLC Retirement Plan in IL (847 participants, $2M 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 460805567.

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.