401(k) · DOL Form 5500 · 2023

Zevia Pbc 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
102
Participants Small participant base
53rd
Percentile by assets National rank
$77,041
Avg per participant Below avg balance/head
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Official DOL plan name: Zevia Pbc 401(k) and Profit Sharing Plan · Sponsored by Zevia Pbc · California · Manufacturing

$8M in assets, 102 participants

Zevia Pbc's Zevia Pbc 401(k) and Profit Sharing Plan reported $8M in total assets and 102 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #7,200 in Manufacturing (18,722 peers)

Coverage in California

Zevia Pbc 401(k) and Profit Sharing Plan covers 102 participants in California, about 16% of the average California filer (state average ~630 per filing). Assets: $8M.

#7,200
in Manufacturing (18,722 peers)
+33.7%
assets growth YoY

Zevia Pbc 401(k) and Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers

Zevia Pbc 401(k) and Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$7,858,131 Top 47% higher than 53% of 127,068 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 2023

Zevia Pbc 401(k) and Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zevia Pbc 401(k) and Profit Sharing Plan sits mid-pack in the medium band (102 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Zevia Pbc 401(k) and Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Zevia Pbc 401(k) and Profit Sharing Plan reported participants fell from 115 in the plan year 2022 filing to 102 in the plan year 2023 filing.
  • Zevia Pbc 401(k) and Profit Sharing Plan reported net income fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 862862492 · Zevia Pbc PY 2023 · 401(k)

Zevia Pbc 401(k) and Profit Sharing Plan · $8M · 102 · 53rd

  • EBSA $8M
  • PART 102
  • TYPE 53rd
  • NET 401(k)
  • BOOK near Mid-Atlantic Infrastructure Systems, Inc. 401(k) Profit Sharing Plan
  • VS-ST ind #7200

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 Manufacturing retirement plans → · Plans in California →

Zevia Pbc 401(k) and Profit Sharing Plan in the asset neighbourhood

Zevia Pbc 401(k) and Profit Sharing PlanZevia Pbc 401(k) and Profit …$8MMid-Atlantic Infrastructure Systems, Inc. 401(k) Profit Sharing PlanMid-Atlantic Infrastructure …$8MComprehensive Engineering Services, Inc. 401(k) Savings PlanComprehensive Engineering Se…$8MMidwest Transport, Inc. Employees Savings TrustMidwest Transport, Inc. Empl…$8MGood Samaritan Retirement PlanGood Samaritan Retirement Pl…$8M
End-of-year total assets ($M) among Zevia Pbc 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN862862492
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Zevia Pbc)

Sponsor-wide plan assets over time

All Zevia Pbc plans reported in each filing year

Latest sponsor-wide plan assets
$7M 26.997735635918836% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.88M $7.46M ▲ +26.9%
Year Plans Participants Total Assets
2022 1 115 $6M
2023 1 102 $8M
2024 1 103 $7M

Nearby 401(k) Plans in California

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

Zevia Pbc 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Zevia Pbc 401(k) and Profit Sharing Plan, Total assets ($B): 0.007858131 · Participants: 102Zevia Pbc 401(k) and Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Zevia Pbc 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Zevia Pbc 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Zevia Pbc 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Mid-Atlantic Infrastructure Systems, Inc. 401(k) Profit Sharing Plan in NC ($8M); by covered participants it is Air-Land Transport Service, Inc. 401(k) Plan in IL (102 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (102 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Zevia Pbc 401(k) and Profit Sharing Plan assets move in 2023? ▼
Zevia Pbc 401(k) and Profit Sharing Plan surged - up 33.7% during 2023, from $6M to $8M. Reported net income was $2M.
How have Zevia Pbc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zevia Pbc's sponsor-wide assets grew 27.0%, from $6M to $7M.
Which 401(k) plans are similar in size to Zevia Pbc 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mid-Atlantic Infrastructure Systems, Inc. 401(k) Profit Sharing Plan in NC ($8M, 138 participants).
Which 401(k) plans cover a similar participant headcount to Zevia Pbc 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Air-Land Transport Service, Inc. 401(k) Plan in IL (102 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 862862492.

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.