401(k) · DOL Form 5500 · 2024

Stumptown Coffee Corporation 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
229
Participants Below avg headcount
53rd
Percentile by assets National rank
$39,276
Avg per participant Low balance/head
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Official DOL plan name: Stumptown Coffee 401(k) Plan · Sponsored by Stumptown Coffee Corporation · Oregon · Manufacturing

$9M in assets, 229 participants

Stumptown Coffee Corporation's Stumptown Coffee 401(k) Plan reported $9M in total assets and 229 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

  • #6,862 in Manufacturing (17,777 peers)

Stumptown Coffee Corporation multi-year trail

Stumptown Coffee Corporation's plans moved +66.6% in assets from 2022 to 2024; this filing shows Stumptown Coffee 401(k) Plan at $9M / 229 participants.

#6,862
in Manufacturing (17,777 peers)
+14.6%
assets growth YoY

Stumptown Coffee 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

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

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

$8,994,262 Top 47% higher than 53% 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

Stumptown Coffee 401(k) 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. Stumptown Coffee 401(k) Plan sits mid-pack in the medium band (229 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stumptown Coffee 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Stumptown Coffee 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Stumptown Coffee 401(k) Plan reported participants rose from 219 in the plan year 2023 filing to 229 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 451765633 · Stumptown Coffee Corporation PY 2024 · 401(k)

Stumptown Coffee 401(k) Plan · $9M · 229 · 53rd

  • BOOK $9M
  • VS-ST 229
  • BOY 53rd
  • SCH 401(k)
  • EBSA near Agamatrix, Inc. 401(k) Plan
  • PART ind #6862

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 Oregon →

Stumptown Coffee 401(k) Plan in the asset neighbourhood

Stumptown Coffee 401(k) Plan$9MAgamatrix, Inc. 401(k) Plan$9MMueblerias Berrios Retirement PlanMueblerias Berrios Retiremen…$9MSampson Morris Group, Inc. 401(k) PlanSampson Morris Group, Inc. 4…$9MChild Guidance & Family Solutions 401(k) Retirement Savings PlanChild Guidance & Family Solu…$9M
End-of-year total assets ($M) among Stumptown Coffee 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Stumptown Coffee Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Stumptown Coffee Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$9M 66.61011275771345% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $5.4M $8.99M ▲ +66.5%
Year Plans Participants Total Assets
2022 1 212 $5M
2023 1 219 $8M
2024 1 229 $9M

Stumptown Coffee Corporation filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN451765633
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Stumptown Coffee 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Stumptown Coffee 401(k) Plan, Total assets ($B): 0.008994262 · Participants: 229Stumptown Coffee 401(k) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp K Plus Employee Savings Plan
Stumptown Coffee 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants

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

Outside Oregon, the nearest 401(k) by assets is Agamatrix, Inc. 401(k) Plan in NH ($9M); by covered participants it is Hunter's Ambulance Savings & Retirement Plan in CT (229 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (229 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 Stumptown Coffee 401(k) Plan assets move in 2024?
Stumptown Coffee 401(k) Plan grew at a solid clip - up 14.6% during 2024, from $8M to $9M. Reported net income was $1M.
How have Stumptown Coffee Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Stumptown Coffee Corporation's sponsor-wide assets grew 66.6%, from $5M to $9M.
Which 401(k) plans are similar in size to Stumptown Coffee 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Agamatrix, Inc. 401(k) Plan in NH ($9M, 38 participants).
Which 401(k) plans cover a similar participant headcount to Stumptown Coffee 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Hunter's Ambulance Savings & Retirement Plan in CT (229 participants, N/A in assets).