401(k) · DOL Form 5500 · 2022

Illy Caffe North America Inc 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
82
Participants Small participant base
74th
Percentile by assets National rank
$203,136
Avg per participant Above avg balance/head
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Official DOL plan name: Illy Caffe 401(k) Plan · Sponsored by Illy Caffe North America Inc · New York · Wholesale Trade

$17M in assets, 82 participants

Illy Caffe North America Inc's Illy Caffe 401(k) Plan reported $17M in total assets and 82 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #4,845 in Wholesale Trade (6,843 peers)

Illy Caffe North America Inc multi-year trail

Illy Caffe North America Inc's plans moved +29.3% in assets from 2022 to 2024; this filing shows Illy Caffe 401(k) Plan at $17M / 82 participants.

#4,845
in Wholesale Trade (6,843 peers)
-23.3%
assets change YoY

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Illy Caffe 401(k) Plan vs every filed plan by assets

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

$16,657,144 Top 26% higher than 74% 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

Illy Caffe 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. Illy Caffe 401(k) Plan is a small filing (82 participants) on this national headcount ladder.

DOL schedule card

Filing strip 860400086 · Illy Caffe North America Inc PY 2022 · 401(k)

Illy Caffe 401(k) Plan · $17M · 82 · 74th

  • TYPE $17M
  • TYPE 82
  • TYPE 74th
  • TYPE 401(k)
  • TYPE near Southeastern Pathology Associates, P. C. 401(k) Profit Sharing Plan
  • TYPE ind #4845

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 New York →

Illy Caffe 401(k) Plan in the asset neighbourhood

Illy Caffe 401(k) Plan$17MSoutheastern Pathology Associates, P. C. 401(k) Profit Sharing PlanSoutheastern Pathology Assoc…$17MEci Technology, Inc. 401(k) PlanEci Technology, Inc. 401(k) …$17MCapitol-Husting Company Inc. Savings and Retirement Plan and TrustCapitol-Husting Company Inc.…$17MThe Callahan Companies 401(k) Savings PlanThe Callahan Companies 401(k…$17M
End-of-year total assets ($M) among Illy Caffe 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illy Caffe North America Inc multi-year asset trail

Sponsor-wide plan assets over time

All Illy Caffe North America Inc plans reported in each filing year

Latest sponsor-wide plan assets
$22M 29.31751685643109% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $16.7M $21.5M ▲ +29.3%
Year Plans Participants Total Assets
2022 1 82 $17M
2023 1 74 $20M
2024 1 86 $22M

Illy Caffe North America Inc filing trail (2022)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$17M
Net Income-$5M
Employer EIN860400086
Plan Effective Date1994-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Illy Caffe 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Illy Caffe 401(k) Plan, Total assets ($B): 0.016657144 · Participants: 82Illy Caffe 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Illy Caffe 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

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

Outside New York, the nearest 401(k) by assets is Southeastern Pathology Associates, P. C. 401(k) Profit Sharing Plan in GA ($17M); by covered participants it is Electrical Production Services, Inc. 401(k) Plan in MN (82 participants). Same-state nearby plans are listed separately above.

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 Illy Caffe 401(k) Plan assets move in 2022?
Illy Caffe 401(k) Plan declined sharply - down 23.3% during 2022, from $22M to $17M. Reported net income was -$5M.
How have Illy Caffe North America Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Illy Caffe North America Inc's sponsor-wide assets grew 29.3%, from $17M to $22M.
Which 401(k) plans are similar in size to Illy Caffe 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Southeastern Pathology Associates, P. C. 401(k) Profit Sharing Plan in GA ($17M, 155 participants).
Which 401(k) plans cover a similar participant headcount to Illy Caffe 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Electrical Production Services, Inc. 401(k) Plan in MN (82 participants, $5M in assets).