401(k) · DOL Form 5500 · 2023

Black Rock Coffee Holdings LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets: 791
Participants Near avg headcount: 27th
Percentile by assets National rank: $1,762
Avg per participant Low balance/head

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Official DOL plan name: Black Rock 401(k) Plan · Sponsored by Black Rock Coffee Holdings LLC · Arizona · Food Services & Accommodation

$1M in assets, 791 participants

Black Rock Coffee Holdings LLC's Black Rock 401(k) Plan reported $1M in total assets and 791 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

#2,406 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Black Rock 401(k) Plan ranks #2,406 of 3,828 2023 filers by assets (1404% of the sector average)-$1M for 791 participants.

#2,406
in Food Services & Accommodation (3,828 peers): +86.3%
assets growth YoY

Black Rock 401(k) Plan among the smaller filed plans by assets

Black Rock 401(k) Plan vs every filed plan by assets

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

$1,393,554 27th percentile higher than 27% 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

Black Rock 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. Black Rock 401(k) Plan sits mid-pack in the medium band (791 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%)

Black Rock 401(k) Plan end-of-year assets rose from $748K in the plan year 2022 filing to $1M in the plan year 2023 filing.
Black Rock 401(k) Plan reported participants fell from 1,795 in the plan year 2022 filing to 791 in the plan year 2023 filing.
Black Rock 401(k) Plan reported net income fell from $748K in the plan year 2022 filing to $645K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 831415331 · Black Rock Coffee Holdings LLC PY 2023 · 401(k)

Black Rock 401(k) Plan · $1M · 791 · 27th

BOOK $1M
BOOK 791
BOOK 27th
BOOK 401(k)
BOOK near Lone Star GE 401(k)
BOOK ind #2406

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 Food Services & Accommodation retirement plans → · Plans in Arizona →

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

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)	$748K
Net Assets (End of Year)	$1M
Net Income	$645K
Employer EIN	831415331
Plan Effective Date	2022-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Black Rock Coffee Holdings LLC)

Latest sponsor-wide plan assets: $2M 201.0586953761436% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	1,795	$748K
2023	1	791	$1M
2024	1	644	$2M

Nearby 401(k) Plans in Arizona

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

Black Rock 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants

Bechtel Trust & Thrift Plan $5.7B · 7,448
Banner Health Employees 401(k) Plan $4.3B · 52,452
Republic Services, Inc. 401(k) Plan $2.4B · 28,131
Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
Stantec 401(k) Plan $2.0B · 10,719

Compare Black Rock 401(k) Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Lone Star GE 401(k) in TX ($1M); by covered participants it is Buyers Edge Platform 401(k) Plan in MA (791 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Lone Star GE 401(k) (TX) $1M · 1
Cole Auto Supply, Inc. 401(k) Plan (FL) $1M · 41
C&a Rubber, Inc. 401(k) Plan (OK) $1M · 6
Simar Sanibel Management, Inc. 401(k) Plan (FL) $1M · 21

Similar participant headcount

Nearest other-state filings by covered participants (791 participants); asset peers above are excluded.

Buyers Edge Platform 401(k) Plan (MA) 791 · 0 off
Schweitzer Mauduit International Inc Retirement Savings Plan (GA) 791 · 0 off
University Management, Inc. Employees Profit Sharing Plan and Trust (MS) 791 · 0 off
Gt's Living Foods 401(k) Plan (CA) 791 · 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 Black Rock 401(k) Plan assets move in 2023? ▼

Black Rock 401(k) Plan surged - up 86.3% during 2023, from $748K to $1M. Reported net income was $645K.

How have Black Rock Coffee Holdings LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Black Rock Coffee Holdings LLC's sponsor-wide assets grew 201.1%, from $748K to $2M.

Which 401(k) plans are similar in size to Black Rock 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Lone Star GE 401(k) in TX ($1M, 1 participant).

Which 401(k) plans cover a similar participant headcount to Black Rock 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Buyers Edge Platform 401(k) Plan in MA (791 participants, $52M 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 831415331.