401(k) · DOL Form 5500 · 2023
Compass Coffee LLC 401(k) Plan
Data updated 2026-08-25
- $227K
- Total assets Small plan by assets
- 111
- Participants Small participant base
- 12th
- Percentile by assets National rank
- $2,045
- Avg per participant Low balance/head
Official DOL plan name: Compass Coffee 401(k) Plan · Sponsored by Compass Coffee LLC · District of Columbia · Food Services & Accommodation
$227K in assets, 111 participants
Compass Coffee LLC's Compass Coffee 401(k) Plan reported $227K in total assets and 111 participants in its 2023 DOL Form 5500 filing, ranking in the 12th 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.
- #1,171 in Food Services & Accommodation (3,828 peers)
Coverage in District of Columbia
Compass Coffee 401(k) Plan covers 111 participants in District of Columbia, about 8% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $227K.
- #1,171
- in Food Services & Accommodation (3,828 peers)
- +18.6%
- assets growth YoY
Compass Coffee 401(k) Plan among the smaller filed plans by assets
Compass Coffee 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$227,008 12th percentile higher than 12% 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
Compass 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. Compass Coffee 401(k) Plan sits mid-pack in the medium band (111 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Compass Coffee 401(k) Plan reported net income rose from -$463K in the plan year 2022 filing to $36K in the plan year 2023 filing.
- Compass Coffee 401(k) Plan reported participants rose from 86 in the plan year 2022 filing to 111 in the plan year 2023 filing.
- Compass Coffee 401(k) Plan end-of-year assets rose from $191K in the plan year 2022 filing to $227K in the plan year 2023 filing.
DOL schedule card
Filing strip 464197120 · Compass Coffee LLC PY 2023 · 401(k)
Compass Coffee 401(k) Plan · $227K · 111 · 12th
- EBSA $227K
- PART 111
- TYPE 12th
- NET 401(k)
- BOOK near On Fire Hospitality Retirement Plan
- VS-ST ind #1171
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 District of Columbia →
Compass Coffee 401(k) Plan in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $191K |
|---|---|
| Net Assets (End of Year) | $227K |
| Net Income | $36K |
| Employer EIN | 464197120 |
| Plan Effective Date | 2017-07-09 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Compass Coffee LLC)
Sponsor-wide plan assets over time
All Compass Coffee LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $715 99.62659870589033% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 86 | $191K |
| 2023 | 1 | 111 | $227K |
| 2024 | 1 | N/A | $715 |
Nearby 401(k) Plans in District of Columbia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Danaher Corporation & Subsidiaries Savings Plan $5.8B · 29,441
- Geico 401(k) Savings Plan $5.8B · 39,034
- Federal National Mortgage Association Retirement Savings Plan for Employees $3.9B · 8,044
- Finra Savings Plus Plan $2.2B · 3,958
- Hogan Lovells US LLP Retirement Savings Plan $1.6B · 1,870
Compass Coffee 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside District of Columbia, the nearest 401(k) by assets is On Fire Hospitality Retirement Plan in IL ($227K); by covered participants it is Reliable Appliance Installation Inc. 401(k) Plan in OH (111 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($227K here).
Similar participant headcount
Nearest other-state filings by covered participants (111 participants); asset peers above are excluded.
- Reliable Appliance Installation Inc. 401(k) Plan (OH) 111 · 0 off
- Knowles Enterprises, LLC 401(k) Plan (CO) 111 · 0 off
- Supply Chain Services, LLC 401(k) Profit Sharing Plan (MN) 111 · 0 off
- Mclean Mortgage Corp. 401(k) Plan (VA) 111 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.