401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-11

$111M
Total assets
4,681
Participants
92nd
Percentile by assets
$23,656
Avg per participant
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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.

  • 92nd percentile by assets (of 127,072 plans)
  • #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.

$111M
total plan assets (2023 EOY)
4,681
covered participants
92nd
percentile by assets (of 127,072 plans)
$23,656
avg assets per participant

Where Peet's Coffee & Tea, LLC Savings & Retirement Plan sits 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 $2,010,000,000 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

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 →

State
California
Industry
Retail Trade

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Peet's Coffee & Tea, LLC Savings & Retirement Plan reports 4,681 participants - 7.4x that state average ($111M EOY assets).

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)

$80M$100M$120M$140M 202220232024 $89.7M $130M ▲ +45.2%
Total plan assets by year, all Peet's Coffee & Tea, LLC plans on file
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 ($B) Participants Peet's Coffee & Tea,…, Total assets ($B): 0.110734053 · Participants: 4681Peet's Coffee & Tea,…Wells Fargo & Compan…, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Compan…Google LLC 401(k) Sa…, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 4…Intel 401(k) Savings…, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings…Apple 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 & Retir… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Peet's Coffee & Tea, LLC Savings & Retirement Plan by total assets, not by location.

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).

Next read for Peet's Coffee & Tea, LLC Savings & Retir…

Filing takeaways

Ways to act on Peet's Coffee & Tea, LLC Savings & Retirement Plan's numbers.

  • By total assets, Peet's Coffee & Tea, LLC Savings & Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
  • Peet's Coffee & Tea, LLC's sponsor-wide assets have grown 45.2% since 2022 across 3 plan years on file. More Retail Trade plans

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.