401(k) · DOL Form 5500 · 2023

Philz Coffee, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
1,202
Participants Near avg headcount
45th
Percentile by assets National rank
$4,359
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Philz Coffee 401(k) Plan · Sponsored by Philz Coffee, Inc. · California · Retail Trade

$5M in assets, 1,202 participants

Philz Coffee, Inc.'s Philz Coffee 401(k) Plan reported $5M in total assets and 1,202 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #4,691 in Retail Trade (8,414 peers)

Philz Coffee, Inc. multi-year trail

Philz Coffee, Inc.'s plans moved +72.5% in assets from 2022 to 2024; this filing shows Philz Coffee 401(k) Plan at $5M / 1,202 participants.

#4,691
in Retail Trade (8,414 peers)
+37.0%
assets growth YoY

Philz Coffee 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

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

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

$5,239,087 45th percentile higher than 45% 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

Philz Coffee 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Philz Coffee 401(k) Plan lands in the large band (1,202 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Philz Coffee 401(k) Plan reported net income rose from -$388K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Philz Coffee 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Philz Coffee 401(k) Plan reported participants rose from 1,163 in the plan year 2022 filing to 1,202 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 208459997 · Philz Coffee, Inc. PY 2023 · 401(k)

Philz Coffee 401(k) Plan · $5M · 1,202 · 45th

  • BOOK $5M
  • VS-ST 1,202
  • BOY 45th
  • SCH 401(k)
  • EBSA near Frontier Tank Lines 401(k) Retirement Savings Plan
  • PART ind #4691

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 Retail Trade retirement plans → · Plans in California →

Philz Coffee 401(k) Plan in the asset neighbourhood

Philz Coffee 401(k) Plan$5MFrontier Tank Lines 401(k) Retirement Savings PlanFrontier Tank Lines 401(k) R…$5MBell & Company PA 401(k) Profit Sharing Plan & TrustBell & Company PA 401(k) Pro…$5MJetty National, Inc. 401(k) PlanJetty National, Inc. 401(k) …$5MOwner Revolution Inc. Employee Stock Ownership and Savings PlanOwner Revolution Inc. Employ…$5M
End-of-year total assets ($M) among Philz Coffee 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Philz Coffee, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$7M 72.49229517080346% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.82M $6.6M ▲ +72.8%
Year Plans Participants Total Assets
2022 1 1,163 $4M
2023 1 1,202 $5M
2024 1 1,133 $7M

Philz Coffee, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN208459997
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Philz Coffee 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Philz Coffee 401(k) Plan, Total assets ($B): 0.005239087 · Participants: 1202Philz Coffee 401(k) 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
Philz Coffee 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Philz Coffee 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Frontier Tank Lines 401(k) Retirement Savings Plan in TX ($5M); by covered participants it is Accesscny, Inc. Employees' Retirement Plan and Trust in NY (1,202 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,202 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 Philz Coffee 401(k) Plan assets move in 2023? ▼
Philz Coffee 401(k) Plan surged - up 37.0% during 2023, from $4M to $5M. Reported net income was $1M.
How have Philz Coffee, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Philz Coffee, Inc.'s sponsor-wide assets grew 72.5%, from $4M to $7M.
Which 401(k) plans are similar in size to Philz Coffee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Frontier Tank Lines 401(k) Retirement Savings Plan in TX ($5M, 194 participants).
Which 401(k) plans cover a similar participant headcount to Philz Coffee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Accesscny, Inc. Employees' Retirement Plan and Trust in NY (1,202 participants, $15M 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 208459997.

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.