401(k) · DOL Form 5500 · 2024

Philz Coffee, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
1,133
Participants Near avg headcount
47th
Percentile by assets National rank
$5,821
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Philz Coffee 401(k) Plan · Sponsored by Philz Coffee, Inc. · California · Retail Trade

$7M in assets, 1,133 participants

Philz Coffee, Inc.'s Philz Coffee 401(k) Plan reported $7M in total assets and 1,133 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

  • #4,631 in Retail Trade (8,048 peers)

Philz Coffee, Inc. multi-year trail

Philz Coffee, Inc.'s plans moved +72.5% in assets from 2022 to 2024; this filing shows Philz Coffee 401(k) Plan at $7M / 1,133 participants.

#4,631
in Retail Trade (8,048 peers)
+25.9%
assets growth YoY

Philz Coffee 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Philz Coffee 401(k) Plan vs every filed plan by assets

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

$6,595,374 47th percentile higher than 47% 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

Philz Coffee 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Philz Coffee 401(k) Plan lands in the large band (1,133 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Philz Coffee 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Philz Coffee 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Philz Coffee 401(k) Plan reported participants fell from 1,202 in the plan year 2023 filing to 1,133 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 208459997 · Philz Coffee, Inc. PY 2024 · 401(k)

Philz Coffee 401(k) Plan · $7M · 1,133 · 47th

  • PCT $7M
  • PCT 1,133
  • PCT 47th
  • PCT 401(k)
  • PCT near Kenlee Precision Corporation 401(k) Plan
  • PCT ind #4631

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 →

Philz Coffee 401(k) Plan in the asset neighbourhood

Philz Coffee 401(k) Plan$7MKenlee Precision Corporation 401(k) PlanKenlee Precision Corporation…$7MSnorkel International LLC 401(k) PlanSnorkel International LLC 40…$7MThe Dba Zone 401(k) Plan$7MMhbd 401(k) Retirement Plan$7M
End-of-year total assets ($M) among Philz Coffee 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Philz Coffee, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Philz Coffee, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 72.49229517080346% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.82M $6.6M ▲ +72.8%
Year Plans Participants Total Assets
2022 1 1,163 $4M
2023 1 1,202 $5M
2024 1 1,133 $7M

Philz Coffee, Inc. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN208459997
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Philz Coffee 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Philz Coffee 401(k) Plan, Total assets ($B): 0.006595374 · Participants: 1133Philz Coffee 401(k) 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
Philz Coffee 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Philz Coffee 401(k) Plan side-by-side with 3 peers →

Philz Coffee 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Kenlee Precision Corporation 401(k) Plan in MD ($7M); by covered participants it is Northwest Pipe Company 401(k) Plan in WA (1,133 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 (1,133 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 Philz Coffee 401(k) Plan assets move in 2024? ▼
Philz Coffee 401(k) Plan grew sharply - up 25.9% during 2024, from $5M to $7M. Reported net income was $1M.
How have Philz Coffee, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Philz Coffee, Inc.'s sponsor-wide assets grew 72.5%, from $4M to $7M.
Which 401(k) plans are similar in size to Philz Coffee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kenlee Precision Corporation 401(k) Plan in MD ($7M, 74 participants).
Which 401(k) plans cover a similar participant headcount to Philz Coffee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Northwest Pipe Company 401(k) Plan in WA (1,133 participants, $130M 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 208459997.

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.