401(k) · DOL Form 5500 · 2023

Royal Coffee, Inc. 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
70
Participants Small participant base
80th
Percentile by assets National rank
$466,795
Avg per participant High balance/head
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Official DOL plan name: Royal Coffee, Inc. 401(k) Profit Sharing Plan · Sponsored by Royal Coffee, Inc. · California · Wholesale Trade

$33M in assets, 70 participants

Royal Coffee, Inc.'s Royal Coffee, Inc. 401(k) Profit Sharing Plan reported $33M in total assets and 70 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #5,045 in Wholesale Trade (6,309 peers)

Where Royal Coffee, Inc. 401(k) Profit Sharing Plan sits by assets

Royal Coffee, Inc. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $33M for 70 participants (~$466,795/participant), up 17.4% in 2023.

#5,045
in Wholesale Trade (6,309 peers)
+17.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Royal Coffee, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Royal Coffee, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$32,675,646 Top 20% higher than 80% 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

Royal Coffee, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Royal Coffee, Inc. 401(k) Profit Sharing Plan is a small filing (70 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Royal Coffee, Inc. 401(k) Profit Sharing Plan reported net income rose from -$5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Royal Coffee, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $28M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Royal Coffee, Inc. 401(k) Profit Sharing Plan reported participants rose from 63 in the plan year 2022 filing to 70 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 942703066 · Royal Coffee, Inc. PY 2023 · 401(k)

Royal Coffee, Inc. 401(k) Profit Sharing Plan · $33M · 70 · 80th

  • PHOTO $33M
  • IND 70
  • EOY 80th
  • 5500 401(k)
  • ASSETS near Conrad Industries Retirement Plan
  • PCT ind #5045

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 →

Royal Coffee, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Royal Coffee, Inc. 401(k) Profit Sharing PlanRoyal Coffee, Inc. 401(k) Pr…$33MConrad Industries Retirement PlanConrad Industries Retirement…$33MNorth Star Venture Management 2000, LLC 401(k) Plan & TrustNorth Star Venture Managemen…$33MAmerican Neighborhood Mortgage Acceptance Co., LLC 401(k) PlanAmerican Neighborhood Mortga…$33MWiland Inc. 401(k) Plan$33M
End-of-year total assets ($M) among Royal Coffee, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$33M
Net Income$5M
Employer EIN942703066
Plan Effective Date1980-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Royal Coffee, Inc.)

Sponsor-wide plan assets over time

All Royal Coffee, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$38M 38.26454568045533% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27.8M $38.5M ▲ +38.3%
Year Plans Participants Total Assets
2022 1 63 $28M
2023 1 70 $33M
2024 1 72 $38M

Nearby 401(k) Plans in California

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

Royal Coffee, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Royal Coffee, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.032675646 · Participants: 70Royal Coffee, Inc. 401(k) 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
Royal Coffee, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Royal Coffee, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Royal Coffee, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Conrad Industries Retirement Plan in LA ($33M); by covered participants it is The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan in WI (70 participants). Same-state nearby plans are listed separately above.

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 Royal Coffee, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Royal Coffee, Inc. 401(k) Profit Sharing Plan grew sharply - up 17.4% during 2023, from $28M to $33M. Reported net income was $5M.
How have Royal Coffee, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Royal Coffee, Inc.'s sponsor-wide assets grew 38.3%, from $28M to $38M.
Where does Royal Coffee, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Royal Coffee, Inc. 401(k) Profit Sharing Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Royal Coffee, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Conrad Industries Retirement Plan in LA ($33M, 375 participants).
Which 401(k) plans cover a similar participant headcount to Royal Coffee, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan in WI (70 participants, $6M 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 942703066.

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.