401(k) · DOL Form 5500 · 2023

Breville USA, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
251
Participants Below avg headcount
65th
Percentile by assets National rank
$55,143
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Breville USA, Inc. 401(k) Retirement Plan · Sponsored by Breville USA, Inc. · California · Wholesale Trade

$14M in assets, 251 participants

Breville USA, Inc.'s Breville USA, Inc. 401(k) Retirement Plan reported $14M in total assets and 251 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #3,730 in Wholesale Trade (6,309 peers)

Coverage in California

Breville USA, Inc. 401(k) Retirement Plan covers 251 participants in California, about 40% of the average California filer (state average ~630 per filing). Assets: $14M.

#3,730
in Wholesale Trade (6,309 peers)
+46.9%
assets growth YoY

Breville USA, Inc. 401(k) Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers

Breville USA, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$13,840,977 Top 35% higher than 65% 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

Breville USA, Inc. 401(k) Retirement 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. Breville USA, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (251 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Breville USA, Inc. 401(k) Retirement Plan reported net income rose from $72K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Breville USA, Inc. 401(k) Retirement Plan end-of-year assets rose from $9M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Breville USA, Inc. 401(k) Retirement Plan reported participants rose from 221 in the plan year 2022 filing to 251 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 954234740 · Breville USA, Inc. PY 2023 · 401(k)

Breville USA, Inc. 401(k) Retirement Plan · $14M · 251 · 65th

  • BOY $14M
  • BOY 251
  • BOY 65th
  • BOY 401(k)
  • BOY near Nexperia USA Inc. 401(k) Plan
  • BOY ind #3730

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 California →

Breville USA, Inc. 401(k) Retirement Plan in the asset neighbourhood

Breville USA, Inc. 401(k) Retirement PlanBreville USA, Inc. 401(k) Re…$14MNexperia USA Inc. 401(k) Plan$14MBoening Bros. 401(k) Plan$14MRukel Management, LLC 401(k) Profit Sharing PlanRukel Management, LLC 401(k)…$14MAphena Pharma Solutions 401(k) PlanAphena Pharma Solutions 401(…$14M
End-of-year total assets ($M) among Breville USA, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$14M
Net Income$4M
Employer EIN954234740
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Breville USA, Inc.)

Sponsor-wide plan assets over time

All Breville USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 88.77370902505392% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $9.42M $17.8M ▲ +88.7%
Year Plans Participants Total Assets
2022 1 221 $9M
2023 1 251 $14M
2024 1 245 $18M

Nearby 401(k) Plans in California

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

Breville USA, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Breville USA, Inc. 401(k) Retirement Plan, Total assets ($B): 0.013840977 · Participants: 251Breville USA, Inc. 401(k) Retirement 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
Breville USA, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Breville USA, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Breville USA, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Nexperia USA Inc. 401(k) Plan in TX ($14M); by covered participants it is Gravie, Inc. 401(k) Plan in MN (251 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (251 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 Breville USA, Inc. 401(k) Retirement Plan assets move in 2023? ▼
Breville USA, Inc. 401(k) Retirement Plan surged - up 46.9% during 2023, from $9M to $14M. Reported net income was $4M.
How have Breville USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Breville USA, Inc.'s sponsor-wide assets grew 88.8%, from $9M to $18M.
Which 401(k) plans are similar in size to Breville USA, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nexperia USA Inc. 401(k) Plan in TX ($14M, 112 participants).
Which 401(k) plans cover a similar participant headcount to Breville USA, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gravie, Inc. 401(k) Plan in MN (251 participants, $11M 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 954234740.

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.