401(k) · DOL Form 5500 · 2022

Peet's Coffee & Tea, LLC 401(k) Plan

Data updated 2026-08-25

$90M
Total assets Below avg plan size
4,536
Participants Above avg headcount
92nd
Percentile by assets National rank
$19,783
Avg per participant Low balance/head
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Official DOL plan name: Peet's Coffee & Tea, LLC Savings & Retirement Plan · Sponsored by Peet's Coffee & Tea, LLC · California · Retail Trade

$90M in assets, 4,536 participants

Peet's Coffee & Tea, LLC's Peet's Coffee & Tea, LLC Savings & Retirement Plan reported $90M in total assets and 4,536 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #9,114 in Retail Trade (9,519 peers)

Coverage in California

Peet's Coffee & Tea, LLC Savings & Retirement Plan covers 4,536 participants in California, 7.2x the typical California plan (state average ~630 per filing). Assets: $90M.

#9,114
in Retail Trade (9,519 peers)
-15.9%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $17M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Peet's Coffee & Tea, LLC Savings & Retirement Plan's outsized position by total assets

Peet's Coffee & Tea, LLC Savings & Retirement Plan vs every filed plan by assets

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

$89,735,960 Top 8% higher than 92% 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

Peet's Coffee & Tea, LLC Savings & Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Peet's Coffee & Tea, LLC Savings & Retirement Plan lands in the large band (4,536 participants).

Plan-year Form 5500 strip

Filing strip 910863396 · Peet's Coffee & Tea, LLC PY 2022 · 401(k)

Peet's Coffee & Tea, LLC Savings & Retirement Plan · $90M · 4,536 · 92nd

  • SCH $90M
  • SCH 4,536
  • SCH 92nd
  • SCH 401(k)
  • SCH near Praxis Engineering Technologies, Inc. 401(k) Plan
  • SCH ind #9114

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 Retail Trade retirement plans → · Plans in California →

Peet's Coffee & Tea, LLC Savings & Retirement Plan in the asset neighbourhood

Ciena Healthcare Management, Inc. 401(k) PlanCiena Healthcare Management,…$90MJefferson City Medical Group, P. C. Profit Sharing PlanJefferson City Medical Group…$90MPeet's Coffee & Tea, LLC Savings & Retirement PlanPeet's Coffee & Tea, LLC Sav…$90MPraxis Engineering Technologies, Inc. 401(k) PlanPraxis Engineering Technolog…$90MSisecam US 401(k) Retirement PlanSisecam US 401(k) Retirement…$90M
End-of-year total assets ($M) among Peet's Coffee & Tea, LLC Savings & Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$107M
Net Assets (End of Year)$90M
Net Income-$17M
Employer EIN910863396
Plan Effective Date1989-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Peet's Coffee & Tea, LLC)

Sponsor-wide plan assets over time

All Peet's Coffee & Tea, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$130M 45.16670462989419% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $89.7M $130M ▲ +45.2%
Year Plans Participants Total Assets
2022 1 4,536 $90M
2023 1 4,681 $111M
2024 1 4,616 $130M

Nearby 401(k) Plans in California

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

Peet's Coffee & Tea, LLC Savings & Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Peet's Coffee & Tea, LLC Savings & Retirement Plan, Total assets ($B): 0.08973596 · Participants: 4536Peet's Coffee & Tea, LLC Savings & Retirement 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
Peet's Coffee & Tea, LLC Savings & Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants

Peet's Coffee & Tea, LLC Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Praxis Engineering Technologies, Inc. 401(k) Plan in VA ($90M); by covered participants it is Tsfr 401(k) Plan in MI (4,535 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,536 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 Peet's Coffee & Tea, LLC Savings & Retirement Plan assets move in 2022? ▼
Peet's Coffee & Tea, LLC Savings & Retirement Plan declined sharply - down 15.9% during 2022, from $107M to $90M. Reported net income was -$17M.
How have Peet's Coffee & Tea, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Peet's Coffee & Tea, LLC's sponsor-wide assets grew 45.2%, from $90M to $130M.
Where does Peet's Coffee & Tea, LLC Savings & Retirement Plan rank by assets among Form 5500 filers? ▼
Peet's Coffee & Tea, LLC Savings & Retirement Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Peet's Coffee & Tea, LLC Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Praxis Engineering Technologies, Inc. 401(k) Plan in VA ($90M, 346 participants).
Which 401(k) plans cover a similar participant headcount to Peet's Coffee & Tea, LLC Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tsfr 401(k) Plan in MI (4,535 participants, $9M in assets).