401(k) · DOL Form 5500 · 2023

GUAYAKI 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
370
Participants Below avg headcount
59th
Percentile by assets National rank
$27,915
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Guayaki Yerba Mate 401(k) Plan · Sponsored by GUAYAKI · California · Manufacturing

$10M in assets, 370 participants

GUAYAKI's Guayaki Yerba Mate 401(k) Plan reported $10M in total assets and 370 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #8,557 in Manufacturing (18,722 peers)

GUAYAKI multi-year trail

GUAYAKI's plans moved +16.6% in assets from 2023 to 2024; this filing shows Guayaki Yerba Mate 401(k) Plan at $10M / 370 participants.

#8,557
in Manufacturing (18,722 peers)
+137.1%
assets growth YoY

Guayaki Yerba Mate 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Guayaki Yerba Mate 401(k) Plan vs every filed plan by assets

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

$10,328,425 Top 41% higher than 59% 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

Guayaki Yerba Mate 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. Guayaki Yerba Mate 401(k) Plan sits mid-pack in the medium band (370 participants).

Plan-year Form 5500 strip

Filing strip 770560794 · GUAYAKI PY 2023 · 401(k)

Guayaki Yerba Mate 401(k) Plan · $10M · 370 · 59th

  • EIN $10M
  • EIN 370
  • EIN 59th
  • EIN 401(k)
  • EIN near Helicopters, Inc. Employee Savings & Retirement Plan
  • EIN ind #8557

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 Manufacturing retirement plans → · Plans in California →

Guayaki Yerba Mate 401(k) Plan in the asset neighbourhood

Guayaki Yerba Mate 401(k) PlanGuayaki Yerba Mate 401(k) Pl…$10MHelicopters, Inc. Employee Savings & Retirement PlanHelicopters, Inc. Employee S…$10MSunny Sky Products, LLC 401(k) PlanSunny Sky Products, LLC 401(…$10MMide Technology Corporation 401(k) PlanMide Technology Corporation …$10MGmi Companies, Inc. 401(k) Profit Sharing PlanGmi Companies, Inc. 401(k) P…$10M
End-of-year total assets ($M) among Guayaki Yerba Mate 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

GUAYAKI multi-year asset trail

Sponsor-wide plan assets over time

All GUAYAKI plans reported in each filing year

Latest sponsor-wide plan assets
$12M 16.59828095764843% vs 2023
2024 filing year
$10M$11M$12M$13M 20232024 $10.3M $12M ▲ +16.6%
Year Plans Participants Total Assets
2023 1 370 $10M
2024 1 380 $12M

GUAYAKI filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$10M
Net Income$4M
Employer EIN770560794
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Guayaki Yerba Mate 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Guayaki Yerba Mate 401(k) Plan, Total assets ($B): 0.010328425 · Participants: 370Guayaki Yerba Mate 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
Guayaki Yerba Mate 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Guayaki Yerba Mate 401(k) Plan side-by-side with 3 peers →

Guayaki Yerba Mate 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Helicopters, Inc. Employee Savings & Retirement Plan in IL ($10M); by covered participants it is North Pacific Seafoods 401(k) Savings Plan in WA (370 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (370 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 Guayaki Yerba Mate 401(k) Plan assets move in 2023? ▼
Guayaki Yerba Mate 401(k) Plan surged - up 137.1% during 2023, from $4M to $10M. Reported net income was $4M.
How have GUAYAKI plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), GUAYAKI's sponsor-wide assets grew 16.6%, from $10M to $12M.
Which 401(k) plans are similar in size to Guayaki Yerba Mate 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Helicopters, Inc. Employee Savings & Retirement Plan in IL ($10M, 243 participants).
Which 401(k) plans cover a similar participant headcount to Guayaki Yerba Mate 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is North Pacific Seafoods 401(k) Savings Plan in WA (370 participants, $21M 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 770560794.

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.