401(k) · DOL Form 5500 · 2023

Blue Bottle Coffee, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
1,155
Participants Near avg headcount
69th
Percentile by assets National rank
$14,594
Avg per participant Low balance/head
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Official DOL plan name: Blue Bottle Coffee, Inc. 401(k) Plan · Sponsored by Blue Bottle Coffee, Inc. · California · Food Services & Accommodation

$17M in assets, 1,155 participants

Blue Bottle Coffee, Inc.'s Blue Bottle Coffee, Inc. 401(k) Plan reported $17M in total assets and 1,155 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #3,493 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Blue Bottle Coffee, Inc. 401(k) Plan ranks #3,493 of 3,828 2023 filers by assets (116% of the sector average)-$17M for 1,155 participants.

#3,493
in Food Services & Accommodation (3,828 peers)
+38.6%
assets growth YoY

Blue Bottle Coffee, Inc. 401(k) Plan's outsized position by total assets

Blue Bottle Coffee, Inc. 401(k) Plan vs every filed plan by assets

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

$16,856,562 Top 31% higher than 69% 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

Blue Bottle Coffee, Inc. 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. Blue Bottle Coffee, Inc. 401(k) Plan lands in the large band (1,155 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Blue Bottle Coffee, Inc. 401(k) Plan reported net income rose from -$307K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Blue Bottle Coffee, Inc. 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Blue Bottle Coffee, Inc. 401(k) Plan reported participants rose from 847 in the plan year 2022 filing to 1,155 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 460805567 · Blue Bottle Coffee, Inc. PY 2023 · 401(k)

Blue Bottle Coffee, Inc. 401(k) Plan · $17M · 1,155 · 69th

  • PART $17M
  • TYPE 1,155
  • NET 69th
  • BOOK 401(k)
  • VS-ST near Aylstock, Witkin, Kreis, & Overholtz, PLC 401(k) Profit Sharing Plan
  • BOY ind #3493

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 California →

Blue Bottle Coffee, Inc. 401(k) Plan in the asset neighbourhood

Blue Bottle Coffee, Inc. 401(k) PlanBlue Bottle Coffee, Inc. 401…$17MAylstock, Witkin, Kreis, & Overholtz, PLC 401(k) Profit Sharing PlanAylstock, Witkin, Kreis, & O…$17MChiesa Shahinian & Giantomasi PC Salary Savings Plan (I)Chiesa Shahinian & Giantomas…$17MBrown's Super Stores, Inc. Employee Savings & Protection PlanBrown's Super Stores, Inc. E…$17MFirst Communities Management, Inc. 401(k) PlanFirst Communities Management…$17M
End-of-year total assets ($M) among Blue Bottle Coffee, Inc. 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)$12M
Net Assets (End of Year)$17M
Net Income$5M
Employer EIN460805567
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Blue Bottle Coffee, Inc.)

Sponsor-wide plan assets over time

All Blue Bottle Coffee, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 69.57761986980279% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $12.2M $20.6M ▲ +69.7%
Year Plans Participants Total Assets
2022 1 847 $12M
2023 1 1,155 $17M
2024 1 1,135 $21M

Nearby 401(k) Plans in California

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

Blue Bottle Coffee, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Blue Bottle Coffee, Inc. 401(k) Plan, Total assets ($B): 0.016856562 · Participants: 1155Blue Bottle Coffee, Inc. 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
Blue Bottle Coffee, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Blue Bottle Coffee, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Aylstock, Witkin, Kreis, & Overholtz, PLC 401(k) Profit Sharing Plan in FL ($17M); by covered participants it is Nustar Thrift Plan in TX (1,155 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,155 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 Blue Bottle Coffee, Inc. 401(k) Plan assets move in 2023? ▼
Blue Bottle Coffee, Inc. 401(k) Plan surged - up 38.6% during 2023, from $12M to $17M. Reported net income was $5M.
How have Blue Bottle Coffee, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Blue Bottle Coffee, Inc.'s sponsor-wide assets grew 69.6%, from $12M to $21M.
Which 401(k) plans are similar in size to Blue Bottle Coffee, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aylstock, Witkin, Kreis, & Overholtz, PLC 401(k) Profit Sharing Plan in FL ($17M, 228 participants).
Which 401(k) plans cover a similar participant headcount to Blue Bottle Coffee, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nustar Thrift Plan in TX (1,155 participants, $329M 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 460805567.

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.