401(k) · DOL Form 5500 · 2023

Peet's Coffee & Tea, LLC 401(k) Plan

Data updated 2026-08-25

$111M
Total assets Near avg plan size
4,681
Participants Above avg headcount
92nd
Percentile by assets National rank
$23,656
Avg per participant Low balance/head
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Official DOL plan name: Peet's Coffee & Tea, LLC Savings & Retirement Plan · Sponsored by Peet's Coffee & Tea, LLC · California · Retail Trade

$111M in assets, 4,681 participants

Peet's Coffee & Tea, LLC's Peet's Coffee & Tea, LLC Savings & Retirement Plan reported $111M in total assets and 4,681 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #8,031 in Retail Trade (8,414 peers)

Coverage in California

Peet's Coffee & Tea, LLC Savings & Retirement Plan covers 4,681 participants in California, 7.4x the typical California plan (state average ~630 per filing). Assets: $111M.

#8,031
in Retail Trade (8,414 peers)
+23.4%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Peet's Coffee & Tea, LLC Savings & Retirement Plan's outsized position by total assets

Peet's Coffee & Tea, LLC Savings & Retirement Plan vs every filed plan by assets

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

$110,734,053 Top 8% higher than 92% 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

Peet's Coffee & Tea, LLC Savings & Retirement 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. Peet's Coffee & Tea, LLC Savings & Retirement Plan lands in the large band (4,681 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Peet's Coffee & Tea, LLC Savings & Retirement Plan reported net income rose from -$17M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Peet's Coffee & Tea, LLC Savings & Retirement Plan end-of-year assets rose from $90M in the plan year 2022 filing to $111M in the plan year 2023 filing.
  • Peet's Coffee & Tea, LLC Savings & Retirement Plan reported participants rose from 4,536 in the plan year 2022 filing to 4,681 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 910863396 · Peet's Coffee & Tea, LLC PY 2023 · 401(k)

Peet's Coffee & Tea, LLC Savings & Retirement Plan · $111M · 4,681 · 92nd

  • IND $111M
  • IND 4,681
  • IND 92nd
  • IND 401(k)
  • IND near Pomeroy Technologies LLC Retirement Savings Plan
  • IND ind #8031

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 →

Peet's Coffee & Tea, LLC Savings & Retirement Plan in the asset neighbourhood

Avantax Inc. 401(k) Retirement PlanAvantax Inc. 401(k) Retireme…$111MMizkan America, Inc. Retirement Savings PlanMizkan America, Inc. Retirem…$111MPomeroy Technologies LLC Retirement Savings PlanPomeroy Technologies LLC Ret…$111MPeet's Coffee & Tea, LLC Savings & Retirement PlanPeet's Coffee & Tea, LLC Sav…$111MCombe Incorporated Employees Savings PlanCombe Incorporated Employees…$111M
End-of-year total assets ($M) among Peet's Coffee & Tea, LLC Savings & Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$90M
Net Assets (End of Year)$111M
Net Income$21M
Employer EIN910863396
Plan Effective Date1989-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Peet's Coffee & Tea, LLC)

Sponsor-wide plan assets over time

All Peet's Coffee & Tea, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$130M 45.16670462989419% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $89.7M $130M ▲ +45.2%
Year Plans Participants Total Assets
2022 1 4,536 $90M
2023 1 4,681 $111M
2024 1 4,616 $130M

Nearby 401(k) Plans in California

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

Peet's Coffee & Tea, LLC Savings & Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Peet's Coffee & Tea, LLC Savings & Retirement Plan, Total assets ($B): 0.110734053 · Participants: 4681Peet's Coffee & Tea, LLC Savings & Retirement 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
Peet's Coffee & Tea, LLC Savings & Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Peet's Coffee & Tea, LLC Savings & Retirement Plan side-by-side with 3 peers →

Peet's Coffee & Tea, LLC Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Pomeroy Technologies LLC Retirement Savings Plan in KY ($111M); by covered participants it is Western Express, Inc. 401(k) Plan in TN (4,681 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($111M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,681 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 Peet's Coffee & Tea, LLC Savings & Retirement Plan assets move in 2023? ▼
Peet's Coffee & Tea, LLC Savings & Retirement Plan grew sharply - up 23.4% during 2023, from $90M to $111M. Reported net income was $21M.
How have Peet's Coffee & Tea, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Peet's Coffee & Tea, LLC's sponsor-wide assets grew 45.2%, from $90M to $130M.
Where does Peet's Coffee & Tea, LLC Savings & Retirement Plan rank by assets among Form 5500 filers? ▼
Peet's Coffee & Tea, LLC Savings & Retirement Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Peet's Coffee & Tea, LLC Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pomeroy Technologies LLC Retirement Savings Plan in KY ($111M, 1,798 participants).
Which 401(k) plans cover a similar participant headcount to Peet's Coffee & Tea, LLC Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Western Express, Inc. 401(k) Plan in TN (4,681 participants, $10M 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 910863396.

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.