401(k) · DOL Form 5500 · 2024

Breakroom Ventures Retirement Plans, LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
91
Participants Small participant base
65th
Percentile by assets National rank
$171,736
Avg per participant Above avg balance/head
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Official DOL plan name: Peppermint Pooled Employer Plan · Sponsored by Breakroom Ventures Retirement Plans, LLC · Arizona · Finance & Insurance

$16M in assets, 91 participants

Breakroom Ventures Retirement Plans, LLC's Peppermint Pooled Employer Plan reported $16M in total assets and 91 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #4,218 in Finance & Insurance (8,549 peers)

Breakroom Ventures Retirement Plans, LLC multi-year trail

Breakroom Ventures Retirement Plans, LLC's plans moved +5400.0% in assets from 2022 to 2024; this filing shows Peppermint Pooled Employer Plan at $16M / 91 participants.

#4,218
in Finance & Insurance (8,549 peers)
+1047.3%
assets growth YoY

Peppermint Pooled Employer Plan's mid-pack asset rank among Finance & Insurance and all filers

Peppermint Pooled Employer Plan vs every filed plan by assets

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

$15,627,957 Top 35% higher than 65% 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

Peppermint Pooled Employer Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Peppermint Pooled Employer Plan is a small filing (91 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Peppermint Pooled Employer Plan end-of-year assets rose from $1M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Peppermint Pooled Employer Plan reported participants rose from 72 in the plan year 2023 filing to 91 in the plan year 2024 filing.
  • Peppermint Pooled Employer Plan reported net income fell from $1M in the plan year 2023 filing to $943K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 871772470 · Breakroom Ventures Retirement Plans, LLC PY 2024 · 401(k)

Peppermint Pooled Employer Plan · $16M · 91 · 65th

  • PCT $16M
  • PCT 91
  • PCT 65th
  • PCT 401(k)
  • PCT near Chinese Community Health Plan 401(k) Plan
  • PCT ind #4218

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 Finance & Insurance retirement plans → · Plans in Arizona →

Peppermint Pooled Employer Plan in the asset neighbourhood

Peppermint Pooled Employer PlanPeppermint Pooled Employer P…$16MChinese Community Health Plan 401(k) PlanChinese Community Health Pla…$16MThe Heritage Village 401(k) Profit Sharing PlanThe Heritage Village 401(k) …$16MOneida Innovations Group, LLC 401(k) PlanOneida Innovations Group, LL…$16MAlsum Farms & Produce, Inc. 401(k) Profit Sharing PlanAlsum Farms & Produce, Inc. …$16M
End-of-year total assets ($M) among Peppermint Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Breakroom Ventures Retirement Plans, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Breakroom Ventures Retirement Plans, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 5399.974308982002% vs 2022
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $0.28M $15.6M ▲ +5482.1%
Year Plans Participants Total Assets
2022 1 61 $284K
2023 1 72 $1M
2024 1 91 $16M

Breakroom Ventures Retirement Plans, LLC filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$16M
Net Income$943K
Employer EIN871772470
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Peppermint Pooled Employer Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Peppermint Pooled Employer Plan, Total assets ($B): 0.015627957 · Participants: 91Peppermint Pooled Employer PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Peppermint Pooled Employer Plan vs. nearby 401(k) plans in Arizona, assets vs. participants

Peppermint Pooled Employer Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Chinese Community Health Plan 401(k) Plan in CA ($16M); by covered participants it is American Bank of Oklahoma 401(k) Profit Sharing Plan in OK (91 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (91 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 Peppermint Pooled Employer Plan assets move in 2024?
Peppermint Pooled Employer Plan surged - up 1047.3% during 2024, from $1M to $16M. Reported net income was $943K.
How have Breakroom Ventures Retirement Plans, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Breakroom Ventures Retirement Plans, LLC's sponsor-wide assets grew 5400.0%, from $284K to $16M.
Which 401(k) plans are similar in size to Peppermint Pooled Employer Plan?
Among 401(k) plans in other states, the closest by assets is Chinese Community Health Plan 401(k) Plan in CA ($16M, 108 participants).
Which 401(k) plans cover a similar participant headcount to Peppermint Pooled Employer Plan?
Among 401(k) plans in other states, the closest by covered participants is American Bank of Oklahoma 401(k) Profit Sharing Plan in OK (91 participants, $7M in assets).