Profit Sharing · DOL Form 5500 · 2024
Live Oak Coffee Company Profit Sharing Plan
Data updated 2026-08-25
- $1K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 1st
- Percentile by assets National rank
- $1,000
- Avg per participant Low balance/head
Official DOL plan name: Live Oak Coffee Company Retirement Plan · Sponsored by Live Oak Coffee Company · Texas · Food Services & Accommodation
$1K in assets, 1 participants
Live Oak Coffee Company's Live Oak Coffee Company Retirement Plan reported $1K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 1st 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.
- #42 in Food Services & Accommodation (3,672 peers)
Live Oak Coffee Company multi-year trail
Live Oak Coffee Company's plans moved -90.0% in assets from 2022 to 2024; this filing shows Live Oak Coffee Company Retirement Plan at $1K / 1 participant.
- #42
- in Food Services & Accommodation (3,672 peers)
- -80.0%
- assets change YoY
The plan reported a net loss of $4K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Live Oak Coffee Company Retirement Plan among the smaller filed plans by assets
Live Oak Coffee Company Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,000 1st percentile higher than 1% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Live Oak Coffee Company Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Live Oak Coffee Company Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Live Oak Coffee Company Retirement Plan end-of-year assets fell from $5K in the plan year 2023 filing to $1K in the plan year 2024 filing.
- Live Oak Coffee Company Retirement Plan reported net income rose from -$5K in the plan year 2023 filing to -$4K in the plan year 2024 filing.
DOL schedule card
Filing strip 474318623 · Live Oak Coffee Company PY 2024 · Profit Sharing
Live Oak Coffee Company Retirement Plan · $1K · 1 · 1st
- VS-ST $1K
- BOY 1
- SCH 1st
- EBSA Profit Sharing
- PART near The Royster Agency Inc. Retirement Plan
- TYPE ind #42
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 Texas →
Live Oak Coffee Company Retirement Plan in the asset neighbourhood
Live Oak Coffee Company multi-year asset trail
Sponsor-wide plan assets over time
All Live Oak Coffee Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $1K 90% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $10K |
| 2023 | 1 | 1 | $5K |
| 2024 | 1 | 1 | $1K |
Live Oak Coffee Company filing trail (2024)
| Total Assets (Beginning of Year) | $5K |
|---|---|
| Net Assets (End of Year) | $1K |
| Net Income | -$4K |
| Employer EIN | 474318623 |
| Plan Effective Date | 2015-06-07 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Baylor College of Medicine Retirement Plan $2.0B · 10,721
- H-E-B Partner Stock Plan $1.6B · 103,962
- The Defined Contribution Plan of the Methodist Hospital $1.1B · 31,848
- American Heart Association, Inc. Qualified Retirement Plan $514M · 3,779
- Haynes and Boone Investment Directed Profit Sharing Plan $310M · 1,069
Live Oak Coffee Company Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is The Royster Agency Inc. Retirement Plan in MD ($1K); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.