401(k) · DOL Form 5500 · 2023

Caffe Nero Americas Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
212
Participants Below avg headcount
33rd
Percentile by assets National rank
$11,797
Avg per participant Low balance/head
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Official DOL plan name: Caffe Nero Americas 401(k) Plan · Sponsored by Caffe Nero Americas Inc. · Massachusetts · Food Services & Accommodation

$3M in assets, 212 participants

Caffe Nero Americas Inc.'s Caffe Nero Americas 401(k) Plan reported $3M in total assets and 212 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #2,656 in Food Services & Accommodation (3,828 peers)

Coverage in Massachusetts

Caffe Nero Americas 401(k) Plan covers 212 participants in Massachusetts, about 32% of the average Massachusetts filer (state average ~659 per filing). Assets: $3M.

#2,656
in Food Services & Accommodation (3,828 peers)
+36.5%
assets growth YoY

Caffe Nero Americas 401(k) Plan among the smaller filed plans by assets

Caffe Nero Americas 401(k) Plan vs every filed plan by assets

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

$2,501,054 33rd percentile higher than 33% 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

Caffe Nero Americas 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. Caffe Nero Americas 401(k) Plan sits mid-pack in the medium band (212 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Caffe Nero Americas 401(k) Plan reported net income rose from -$49K in the plan year 2022 filing to $669K in the plan year 2023 filing.
  • Caffe Nero Americas 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Caffe Nero Americas 401(k) Plan reported participants fell from 243 in the plan year 2022 filing to 212 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 463749140 · Caffe Nero Americas Inc. PY 2023 · 401(k)

Caffe Nero Americas 401(k) Plan · $3M · 212 · 33rd

  • 5500 $3M
  • 5500 212
  • 5500 33rd
  • 5500 401(k)
  • 5500 near Karter Industries Retirement Plan
  • 5500 ind #2656

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 Massachusetts →

Caffe Nero Americas 401(k) Plan in the asset neighbourhood

Caffe Nero Americas 401(k) PlanCaffe Nero Americas 401(k) P…$3MKarter Industries Retirement PlanKarter Industries Retirement…$3MPharmalink, Inc. 401(k) Plan$3MDon Services, Inc. 401(k) Profit Sharing PlanDon Services, Inc. 401(k) Pr…$3MJacoby & Meyers Attorneys LLP 401(k) Profit Sharing PlanJacoby & Meyers Attorneys LL…$3M
End-of-year total assets ($M) among Caffe Nero Americas 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$669K
Employer EIN463749140
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Caffe Nero Americas Inc.)

Sponsor-wide plan assets over time

All Caffe Nero Americas Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 73.02574719496488% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.83M $3.17M ▲ +73.2%
Year Plans Participants Total Assets
2022 1 243 $2M
2023 1 212 $3M
2024 1 280 $3M

Nearby 401(k) Plans in Massachusetts

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

Caffe Nero Americas 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Caffe Nero Americas 401(k) Plan, Total assets ($B): 0.002501054 · Participants: 212Caffe Nero Americas 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Caffe Nero Americas 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Caffe Nero Americas 401(k) Plan side-by-side with 3 peers →

Caffe Nero Americas 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Karter Industries Retirement Plan in NM ($3M); by covered participants it is Mcclancy Foods and Flavors LLC Capital Accumulation Plan in SC (212 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (212 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 Caffe Nero Americas 401(k) Plan assets move in 2023? ▼
Caffe Nero Americas 401(k) Plan surged - up 36.5% during 2023, from $2M to $3M. Reported net income was $669K.
How have Caffe Nero Americas Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caffe Nero Americas Inc.'s sponsor-wide assets grew 73.0%, from $2M to $3M.
Which 401(k) plans are similar in size to Caffe Nero Americas 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Karter Industries Retirement Plan in NM ($3M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Caffe Nero Americas 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcclancy Foods and Flavors LLC Capital Accumulation Plan in SC (212 participants, $5M 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 463749140.

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.