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

The Woods Coffee Inc 401(k) Profit Sharing Plan & Trust

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

Sponsored by The Woods Coffee Inc · Washington · Retail Trade

What the 2023 filing shows

The Woods Coffee Inc 401(k) Profit Sharing Plan & Trust holds $2M for 203 participants — about $8,325 per participant, down 8.5% over the 2022 plan year.

$2M
total plan assets (2022 EOY)
203
covered participants
$8,325
avg assets per participant
-8.5%
assets change YoY

The plan reported a net loss of $157K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$2M
Participants
203
State
Industry
Retail Trade

What the Filing Says About The Woods Coffee Inc 401(k) Profit Sharing Plan & Trust

The Woods Coffee Inc 401(k) Profit Sharing Plan & Trust is a 401(k) retirement plan sponsored by The Woods Coffee Inc, headquartered in Washington. As of the 2022 Form 5500 filing, the plan reports $2M in total end-of-year assets and covers 203 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 203964159, and the plan has been effective since 2015-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $2M at the beginning of 2022 to $2M at year-end — a decline of 8.5%. Net assets (after liabilities) closed the year at $2M, with reported net income of $-156,791 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)$2M
Total Assets (End of Year)$2M
Net Assets (End of Year)$2M
Net Income$-156,791
Plan Type401(k)
Employer EIN203964159
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

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Frequently Asked Questions

How much money is in the The Woods Coffee Inc 401(k) Profit Sharing Plan & Trust?
As of the 2022 Form 5500 filing, The Woods Coffee Inc 401(k) Profit Sharing Plan & Trust holds $2M in total assets with 203 participants. It is sponsored by The Woods Coffee Inc.
What type of plan is The Woods Coffee Inc 401(k) Profit Sharing Plan & Trust?
The Woods Coffee Inc 401(k) Profit Sharing Plan & Trust is a 401(k) plan. It has been effective since 2015-01-01. The plan is filed with the U.S. Department of Labor under EIN 203964159.
Who sponsors the The Woods Coffee Inc 401(k) Profit Sharing Plan & Trust?
The Woods Coffee Inc 401(k) Profit Sharing Plan & Trust is sponsored by The Woods Coffee Inc, located in Washington. The sponsor's EIN is 203964159 and the plan operates in the Retail Trade industry.
How did The Woods Coffee Inc 401(k) Profit Sharing Plan & Trust perform in 2022?
The Woods Coffee Inc 401(k) Profit Sharing Plan & Trust declined by 8.5% during 2022, moving from $2M to $2M in total assets. Net income was $-156,791.
Where can I find official filings for The Woods Coffee Inc 401(k) Profit Sharing Plan & Trust?
Official Form 5500 filings for The Woods Coffee Inc 401(k) Profit Sharing Plan & Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 203964159 or plan name at efast.dol.gov.
How does The Woods Coffee Inc 401(k) Profit Sharing Plan & Trust compare to other plans?
You can compare The Woods Coffee Inc 401(k) Profit Sharing Plan & Trust against other 401(k) plans on the plan type page, or view plans in Washington 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 203964159.

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.