401(k) · DOL Form 5500 · 2024

Zevia Pbc 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
103
Participants Small participant base
50th
Percentile by assets National rank
$72,475
Avg per participant Below avg balance/head
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Official DOL plan name: Zevia Pbc 401(k) and Profit Sharing Plan · Sponsored by Zevia Pbc · California · Manufacturing

$7M in assets, 103 participants

Zevia Pbc's Zevia Pbc 401(k) and Profit Sharing Plan reported $7M in total assets and 103 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #6,028 in Manufacturing (17,777 peers)

Coverage in California

Zevia Pbc 401(k) and Profit Sharing Plan covers 103 participants in California, about 16% of the average California filer (state average ~630 per filing). Assets: $7M.

#6,028
in Manufacturing (17,777 peers)
-5.0%
assets change YoY

The plan reported a net loss of $393K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Zevia Pbc 401(k) and Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers

Zevia Pbc 401(k) and Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$7,464,965 Top 50% higher than 50% of 123,620 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 2024

Zevia Pbc 401(k) and Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zevia Pbc 401(k) and Profit Sharing Plan sits mid-pack in the medium band (103 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Zevia Pbc 401(k) and Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to -$393K in the plan year 2024 filing.
  • Zevia Pbc 401(k) and Profit Sharing Plan end-of-year assets fell from $8M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 862862492 · Zevia Pbc PY 2024 · 401(k)

Zevia Pbc 401(k) and Profit Sharing Plan · $7M · 103 · 50th

  • EIN $7M
  • EIN 103
  • EIN 50th
  • EIN 401(k)
  • EIN near Pony Bird Retirement Plan
  • EIN ind #6028

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 →

Zevia Pbc 401(k) and Profit Sharing Plan in the asset neighbourhood

Bulldog Group 401(k) Plan$7MOpera Solutions, LLC 401(k) PlanOpera Solutions, LLC 401(k) …$7MZevia Pbc 401(k) and Profit Sharing PlanZevia Pbc 401(k) and Profit …$7MPony Bird Retirement Plan$7MAlliance Sports Group 401(k) Savings PlanAlliance Sports Group 401(k)…$7M
End-of-year total assets ($M) among Zevia Pbc 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$393K
Employer EIN862862492
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Zevia Pbc)

Sponsor-wide plan assets over time

All Zevia Pbc plans reported in each filing year

Latest sponsor-wide plan assets
$7M 26.997735635918836% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.88M $7.46M ▲ +26.9%
Year Plans Participants Total Assets
2022 1 115 $6M
2023 1 102 $8M
2024 1 103 $7M

Nearby 401(k) Plans in California

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

Zevia Pbc 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Zevia Pbc 401(k) and Profit Sharing Plan, Total assets ($B): 0.007464965 · Participants: 103Zevia Pbc 401(k) and Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Zevia Pbc 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Zevia Pbc 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Zevia Pbc 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Pony Bird Retirement Plan in MO ($7M); by covered participants it is Chrysalis House Inc 401(k) Profit Sharing Plan & Trust in MD (103 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (103 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Zevia Pbc 401(k) and Profit Sharing Plan assets move in 2024? ▼
Zevia Pbc 401(k) and Profit Sharing Plan pulled back noticeably - down 5.0% during 2024, from $8M to $7M. Reported net income was -$393K.
How have Zevia Pbc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zevia Pbc's sponsor-wide assets grew 27.0%, from $6M to $7M.
Which 401(k) plans are similar in size to Zevia Pbc 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pony Bird Retirement Plan in MO ($7M, 199 participants).
Which 401(k) plans cover a similar participant headcount to Zevia Pbc 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chrysalis House Inc 401(k) Profit Sharing Plan & Trust in MD (103 participants, $207K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 862862492.

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.