401(k) · DOL Form 5500 · 2023

Stumptown Coffee Corporation 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets: 219
Participants Below avg headcount: 53rd
Percentile by assets National rank: $35,844
Avg per participant Low balance/head

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Official DOL plan name: Stumptown Coffee 401(k) Plan · Sponsored by Stumptown Coffee Corporation · Oregon · Manufacturing

$8M in assets, 219 participants

Stumptown Coffee Corporation's Stumptown Coffee 401(k) Plan reported $8M in total assets and 219 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.

#7,192 in Manufacturing (18,722 peers)

Coverage in Oregon

Stumptown Coffee 401(k) Plan covers 219 participants in Oregon, about 49% of the average Oregon filer (state average ~443 per filing). Assets: $8M.

#7,192
in Manufacturing (18,722 peers): +45.4%
assets growth YoY

Stumptown Coffee 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Stumptown Coffee 401(k) Plan vs every filed plan by assets

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

$7,849,932 Top 47% higher than 53% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Stumptown Coffee 401(k) 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. Stumptown Coffee 401(k) Plan sits mid-pack in the medium band (219 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Stumptown Coffee 401(k) Plan reported net income rose from -$751K in the plan year 2022 filing to $2M in the plan year 2023 filing.
Stumptown Coffee 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $8M in the plan year 2023 filing.
Stumptown Coffee 401(k) Plan reported participants rose from 212 in the plan year 2022 filing to 219 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 451765633 · Stumptown Coffee Corporation PY 2023 · 401(k)

Stumptown Coffee 401(k) Plan · $8M · 219 · 53rd

EOY $8M
EOY 219
EOY 53rd
EOY 401(k)
EOY near Showpad Inc. Retirement Trust
EOY ind #7192

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 Oregon →

End-of-year total assets ($M) among Stumptown Coffee 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$8M
Net Income	$2M
Employer EIN	451765633
Plan Effective Date	2016-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Stumptown Coffee Corporation)

Latest sponsor-wide plan assets: $9M 66.61011275771345% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	212	$5M
2023	1	219	$8M
2024	1	229	$9M

Nearby 401(k) Plans in Oregon

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

Stumptown Coffee 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants

401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 40,345
Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.4B · 8,353
Precision Castparts Corp. 401(k) Retirement Savings Plan $2.2B · 16,687
Xpo Logistics Retirement Savings Plan $1.8B · 6,189
Pacificorp K Plus Employee Savings Plan $1.6B · 4,968

Compare Stumptown Coffee 401(k) Plan side-by-side with 3 peers →

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

Outside Oregon, the nearest 401(k) by assets is Showpad Inc. Retirement Trust in IL ($8M); by covered participants it is Raven Industries, Inc. 401(k) Plan in SD (219 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Showpad Inc. Retirement Trust (IL) $8M · 168
R Systems, Inc. 401(k) Profit Sharing Plan (CA) $8M · 123
Pinnergy, Ltd. 401(k) Plan (TX) $8M · 439
Cyberpower, Inc. 401(k) Plan (CA) $8M · 219

Similar participant headcount

Nearest other-state filings by covered participants (219 participants); asset peers above are excluded.

Raven Industries, Inc. 401(k) Plan (SD) 219 · 0 off
Rocketpower 401(k) Plan (CA) 219 · 0 off
Green Street Advisors Retirement Savings Plan (CA) 219 · 0 off
Systel Business Equipment Co., Inc. 401(k) Psp (NC) 219 · 0 off

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 Stumptown Coffee 401(k) Plan assets move in 2023? ▼

Stumptown Coffee 401(k) Plan surged - up 45.4% during 2023, from $5M to $8M. Reported net income was $2M.

How have Stumptown Coffee Corporation plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Stumptown Coffee Corporation's sponsor-wide assets grew 66.6%, from $5M to $9M.

Which 401(k) plans are similar in size to Stumptown Coffee 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Showpad Inc. Retirement Trust in IL ($8M, 168 participants).

Which 401(k) plans cover a similar participant headcount to Stumptown Coffee 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Raven Industries, Inc. 401(k) Plan in SD (219 participants, N/A 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 451765633.