401(k) · DOL Form 5500 · 2023

Colectivo Coffee Roasters, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
244
Participants Below avg headcount
61st
Percentile by assets National rank
$46,243
Avg per participant Low balance/head
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Official DOL plan name: Colectivo Coffee Roasters, Inc. Retirement Plan · Sponsored by Colectivo Coffee Roasters, Inc. · Wisconsin · Food Services & Accommodation

$11M in assets, 244 participants

Colectivo Coffee Roasters, Inc.'s Colectivo Coffee Roasters, Inc. Retirement Plan reported $11M in total assets and 244 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #3,342 in Food Services & Accommodation (3,828 peers)

Coverage in Wisconsin

Colectivo Coffee Roasters, Inc. Retirement Plan covers 244 participants in Wisconsin, about 43% of the average Wisconsin filer (state average ~563 per filing). Assets: $11M.

#3,342
in Food Services & Accommodation (3,828 peers)
+18.5%
assets growth YoY

Colectivo Coffee Roasters, Inc. Retirement Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Colectivo Coffee Roasters, Inc. Retirement Plan vs every filed plan by assets

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

$11,283,237 Top 39% higher than 61% 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

Colectivo Coffee Roasters, Inc. Retirement 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. Colectivo Coffee Roasters, Inc. Retirement Plan sits mid-pack in the medium band (244 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Colectivo Coffee Roasters, Inc. Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Colectivo Coffee Roasters, Inc. Retirement Plan reported participants rose from 203 in the plan year 2022 filing to 244 in the plan year 2023 filing.
  • Colectivo Coffee Roasters, Inc. Retirement Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 391779155 · Colectivo Coffee Roasters, Inc. PY 2023 · 401(k)

Colectivo Coffee Roasters, Inc. Retirement Plan · $11M · 244 · 61st

  • VS-ST $11M
  • VS-ST 244
  • VS-ST 61st
  • VS-ST 401(k)
  • VS-ST near Hillebrand Gori USA, LLC. 401(k) Plan
  • VS-ST ind #3342

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 Wisconsin →

Colectivo Coffee Roasters, Inc. Retirement Plan in the asset neighbourhood

Colectivo Coffee Roasters, Inc. Retirement PlanColectivo Coffee Roasters, I…$11MHillebrand Gori USA, LLC. 401(k) PlanHillebrand Gori USA, LLC. 40…$11MHope Enterprise Corporation, Inc. 401(k) Savings PlanHope Enterprise Corporation,…$11MAffiance Financial, LLC Profit Sharing Plan and TrustAffiance Financial, LLC Prof…$11MSpringbrook Software 401(k) PlanSpringbrook Software 401(k) …$11M
End-of-year total assets ($M) among Colectivo Coffee Roasters, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN391779155
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Colectivo Coffee Roasters, Inc.)

Sponsor-wide plan assets over time

All Colectivo Coffee Roasters, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 13.987921254721067% vs 2022
2024 filing year
$9M$10M$11M$12M 202220232024 $9.52M $10.9M ▲ +14.1%
Year Plans Participants Total Assets
2022 1 203 $10M
2023 1 244 $11M
2024 1 232 $11M

Nearby 401(k) Plans in Wisconsin

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

Colectivo Coffee Roasters, Inc. Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Colectivo Coffee Roasters, Inc. Retirement Plan, Total assets ($B): 0.011283237 · Participants: 244Colectivo Coffee Roasters, Inc. Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Colectivo Coffee Roasters, Inc. Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Colectivo Coffee Roasters, Inc. Retirement Plan side-by-side with 3 peers →

Colectivo Coffee Roasters, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Hillebrand Gori USA, LLC. 401(k) Plan in NJ ($11M); by covered participants it is Color Image Apparel, Inc. 401(k) Profit Sharing Plan B in CA (244 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (244 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 Colectivo Coffee Roasters, Inc. Retirement Plan assets move in 2023? ▼
Colectivo Coffee Roasters, Inc. Retirement Plan grew sharply - up 18.5% during 2023, from $10M to $11M. Reported net income was $2M.
How have Colectivo Coffee Roasters, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Colectivo Coffee Roasters, Inc.'s sponsor-wide assets grew 14.0%, from $10M to $11M.
Which 401(k) plans are similar in size to Colectivo Coffee Roasters, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hillebrand Gori USA, LLC. 401(k) Plan in NJ ($11M, 276 participants).
Which 401(k) plans cover a similar participant headcount to Colectivo Coffee Roasters, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Color Image Apparel, Inc. 401(k) Profit Sharing Plan B in CA (244 participants, $3M 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 391779155.

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.