401(k) · DOL Form 5500 · 2024

Blue Bottle Coffee, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
1,135
Participants Near avg headcount
71st
Percentile by assets National rank
$18,175
Avg per participant Low balance/head
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Official DOL plan name: Blue Bottle Coffee, Inc. 401(k) Plan · Sponsored by Blue Bottle Coffee, Inc. · California · Food Services & Accommodation

$21M in assets, 1,135 participants

Blue Bottle Coffee, Inc.'s Blue Bottle Coffee, Inc. 401(k) Plan reported $21M in total assets and 1,135 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #3,362 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Blue Bottle Coffee, Inc. 401(k) Plan ranks #3,362 of 3,672 2024 filers by assets (1.1x the sector average)-$21M for 1,135 participants.

#3,362
in Food Services & Accommodation (3,672 peers)
+22.4%
assets growth YoY

Blue Bottle Coffee, Inc. 401(k) Plan's outsized position by total assets

Blue Bottle Coffee, Inc. 401(k) Plan vs every filed plan by assets

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

$20,628,217 Top 29% higher than 71% 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

Blue Bottle Coffee, Inc. 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. Blue Bottle Coffee, Inc. 401(k) Plan lands in the large band (1,135 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Blue Bottle Coffee, Inc. 401(k) Plan end-of-year assets rose from $17M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Blue Bottle Coffee, Inc. 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Blue Bottle Coffee, Inc. 401(k) Plan reported participants fell from 1,155 in the plan year 2023 filing to 1,135 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 460805567 · Blue Bottle Coffee, Inc. PY 2024 · 401(k)

Blue Bottle Coffee, Inc. 401(k) Plan · $21M · 1,135 · 71st

  • PCT $21M
  • PCT 1,135
  • PCT 71st
  • PCT 401(k)
  • PCT near Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust
  • PCT ind #3362

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 California →

Blue Bottle Coffee, Inc. 401(k) Plan in the asset neighbourhood

Blue Bottle Coffee, Inc. 401(k) PlanBlue Bottle Coffee, Inc. 401…$21MCohen Holdings, Inc. Profit Sharing 401(k) Plan and TrustCohen Holdings, Inc. Profit …$21MLeslie Equipment Co. Retirement Savings PlanLeslie Equipment Co. Retirem…$21MFordharrison Associates & W-2 Partners 401(k)PlanFordharrison Associates & W-…$21MOmega Morgan Holdings Inc. 401(k) Savings PlanOmega Morgan Holdings Inc. 4…$21M
End-of-year total assets ($M) among Blue Bottle Coffee, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$21M
Net Income$4M
Employer EIN460805567
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Blue Bottle Coffee, Inc.)

Sponsor-wide plan assets over time

All Blue Bottle Coffee, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 69.57761986980279% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $12.2M $20.6M ▲ +69.7%
Year Plans Participants Total Assets
2022 1 847 $12M
2023 1 1,155 $17M
2024 1 1,135 $21M

Nearby 401(k) Plans in California

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

Blue Bottle Coffee, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Blue Bottle Coffee, Inc. 401(k) Plan, Total assets ($B): 0.020628217 · Participants: 1135Blue Bottle Coffee, Inc. 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
Blue Bottle Coffee, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Blue Bottle Coffee, Inc. 401(k) Plan side-by-side with 3 peers →

Blue Bottle Coffee, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust in OH ($21M); by covered participants it is Tnjh 401(k) Retirement Savings Plan in NY (1,135 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,135 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 Blue Bottle Coffee, Inc. 401(k) Plan assets move in 2024? ▼
Blue Bottle Coffee, Inc. 401(k) Plan grew sharply - up 22.4% during 2024, from $17M to $21M. Reported net income was $4M.
How have Blue Bottle Coffee, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Blue Bottle Coffee, Inc.'s sponsor-wide assets grew 69.6%, from $12M to $21M.
Which 401(k) plans are similar in size to Blue Bottle Coffee, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust in OH ($21M, 337 participants).
Which 401(k) plans cover a similar participant headcount to Blue Bottle Coffee, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tnjh 401(k) Retirement Savings Plan in NY (1,135 participants, $47M 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 460805567.

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.