401(k) · DOL Form 5500 · 2022

Joffrey's Coffee and Tea Company 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
133
Participants Small participant base
46th
Percentile by assets National rank
$30,093
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Joffrey's Coffee and Tea Company 401(k) Plan · Sponsored by Joffrey's Coffee and Tea Company · Florida · Food Services & Accommodation

$4M in assets, 133 participants

Joffrey's Coffee and Tea Company's Joffrey's Coffee and Tea Company 401(k) Plan reported $4M in total assets and 133 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.

  • #3,644 in Food Services & Accommodation (4,592 peers)

Coverage in Florida

Joffrey's Coffee and Tea Company 401(k) Plan covers 133 participants in Florida, about 21% of the average Florida filer (state average ~628 per filing). Assets: $4M.

#3,644
in Food Services & Accommodation (4,592 peers)
-3.1%
assets change YoY

The plan reported a net loss of $127K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Joffrey's Coffee and Tea Company 401(k) Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Joffrey's Coffee and Tea Company 401(k) Plan vs every filed plan by assets

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

$4,002,310 46th percentile higher than 46% 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

Joffrey's Coffee and Tea Company 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. Joffrey's Coffee and Tea Company 401(k) Plan sits mid-pack in the medium band (133 participants).

EBSA filing schedule strip

Filing strip 592472816 · Joffrey's Coffee and Tea Company PY 2022 · 401(k)

Joffrey's Coffee and Tea Company 401(k) Plan · $4M · 133 · 46th

  • EBSA $4M
  • EBSA 133
  • EBSA 46th
  • EBSA 401(k)
  • EBSA near Bard Global Holdings, Inc.
  • EBSA ind #3644

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 Florida →

Joffrey's Coffee and Tea Company 401(k) Plan in the asset neighbourhood

Joffrey's Coffee and Tea Company 401(k) PlanJoffrey's Coffee and Tea Com…$4MBard Global Holdings, Inc.$4MThe Intellekt Group 401(k) Profit Sharing Plan & TrustThe Intellekt Group 401(k) P…$4MThe El Dorado Motors, Inc. 401(k) PlanThe El Dorado Motors, Inc. 4…$4MGeorges Family Pharmacy, Inc. 401(k) PlanGeorges Family Pharmacy, Inc…$4M
End-of-year total assets ($M) among Joffrey's Coffee and Tea Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$127K
Employer EIN592472816
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Joffrey's Coffee and Tea Company 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Joffrey's Coffee and Tea Company 401(k) Plan, Total assets ($B): 0.00400231 · Participants: 133Joffrey's Coffee and Tea Company 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Joffrey's Coffee and Tea Company 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Joffrey's Coffee and Tea Company 401(k) Plan side-by-side with 3 peers →

Joffrey's Coffee and Tea Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Bard Global Holdings, Inc. in CO ($4M); by covered participants it is Ari Retirement Plan in IL (133 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (133 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 Joffrey's Coffee and Tea Company 401(k) Plan assets move in 2022? ▼
Joffrey's Coffee and Tea Company 401(k) Plan edged down modestly - down 3.1% during 2022, from $4M to $4M. Reported net income was -$127K.
Which 401(k) plans are similar in size to Joffrey's Coffee and Tea Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bard Global Holdings, Inc. in CO ($4M, 72 participants).
Which 401(k) plans cover a similar participant headcount to Joffrey's Coffee and Tea Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ari Retirement Plan in IL (133 participants, $990K 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 592472816.

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.