401(k) · DOL Form 5500 · 2022

Equator Coffees, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
62
Participants Small participant base
50th
Percentile by assets National rank
$78,394
Avg per participant Below avg balance/head
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Official DOL plan name: Equator Estates Coffees & Teas 401(k) Plan · Sponsored by Equator Coffees, LLC · California · Food Services & Accommodation

$5M in assets, 62 participants

Equator Coffees, LLC's Equator Estates Coffees & Teas 401(k) Plan reported $5M in total assets and 62 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #3,771 in Food Services & Accommodation (4,592 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Equator Estates Coffees & Teas 401(k) Plan ranks #3,771 of 4,592 2022 filers by assets (403% of the sector average)-$5M for 62 participants.

#3,771
in Food Services & Accommodation (4,592 peers)
-17.5%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Equator Estates Coffees & Teas 401(k) Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Equator Estates Coffees & Teas 401(k) Plan vs every filed plan by assets

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

$4,860,434 Top 50% higher than 50% 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

Equator Estates Coffees & Teas 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Equator Estates Coffees & Teas 401(k) Plan is a small filing (62 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 821996557 · Equator Coffees, LLC PY 2022 · 401(k)

Equator Estates Coffees & Teas 401(k) Plan · $5M · 62 · 50th

  • RANK $5M
  • PHOTO 62
  • IND 50th
  • EOY 401(k)
  • 5500 near Townsend Tree Service Company, Inc. Hourly Employees Retirement Savings Plan
  • ASSETS ind #3771

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 →

Equator Estates Coffees & Teas 401(k) Plan in the asset neighbourhood

Equator Estates Coffees & Teas 401(k) PlanEquator Estates Coffees & Te…$5MTownsend Tree Service Company, Inc. Hourly Employees Retirement Savings PlanTownsend Tree Service Compan…$5MLyman Mullinax & Weis PA Employees' Profit Sharing PlanLyman Mullinax & Weis PA Emp…$5MProfessional Assist Corporation 401(k) PlanProfessional Assist Corporat…$5MR Bank Texas 401(k) Plan$5M
End-of-year total assets ($M) among Equator Estates Coffees & Teas 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)$6M
Net Assets (End of Year)$5M
Net Income-$1M
Employer EIN821996557
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Equator Coffees, LLC)

Sponsor-wide plan assets over time

All Equator Coffees, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 25.8358204226207% vs 2022
2023 filing year
$4.5M$5M$5.5M$6M$6.5M 20222023 $4.86M $6.12M ▲ +25.9%
Year Plans Participants Total Assets
2022 1 62 $5M
2023 1 100 $6M

Nearby 401(k) Plans in California

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

Equator Estates Coffees & Teas 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Equator Estates Coffees & Teas 401(k) Plan, Total assets ($B): 0.004860434 · Participants: 62Equator Estates Coffees & Teas 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
Equator Estates Coffees & Teas 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Equator Estates Coffees & Teas 401(k) Plan side-by-side with 3 peers →

Equator Estates Coffees & Teas 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Townsend Tree Service Company, Inc. Hourly Employees Retirement Savings Plan in IN ($5M); by covered participants it is Technology Investment Corporation 401(k) Plan in WI (62 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (62 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 Equator Estates Coffees & Teas 401(k) Plan assets move in 2022? ▼
Equator Estates Coffees & Teas 401(k) Plan declined sharply - down 17.5% during 2022, from $6M to $5M. Reported net income was -$1M.
How have Equator Coffees, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Equator Coffees, LLC's sponsor-wide assets grew 25.8%, from $5M to $6M.
Which 401(k) plans are similar in size to Equator Estates Coffees & Teas 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Townsend Tree Service Company, Inc. Hourly Employees Retirement Savings Plan in IN ($5M, 1,856 participants).
Which 401(k) plans cover a similar participant headcount to Equator Estates Coffees & Teas 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Technology Investment Corporation 401(k) Plan in WI (62 participants, $3M 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 821996557.

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.