401(k) · DOL Form 5500 · 2024

Illy Caffe North America Inc 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets: 86
Participants Small participant base: 72nd
Percentile by assets National rank: $250,472
Avg per participant Above avg balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Illy Caffe 401(k) Plan · Sponsored by Illy Caffe North America Inc · New York · Wholesale Trade

$22M in assets, 86 participants

Illy Caffe North America Inc's Illy Caffe 401(k) Plan reported $22M in total assets and 86 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

#4,139 in Wholesale Trade (6,080 peers)

Illy Caffe North America Inc multi-year trail

Illy Caffe North America Inc's plans moved +29.3% in assets from 2022 to 2024; this filing shows Illy Caffe 401(k) Plan at $22M / 86 participants.

#4,139
in Wholesale Trade (6,080 peers): +9.3%
assets growth YoY

Illy Caffe 401(k) Plan's outsized position by total assets

Illy Caffe 401(k) Plan vs every filed plan by assets

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

$21,540,605 Top 28% higher than 72% 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

Illy Caffe 401(k) 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. Illy Caffe 401(k) Plan is a small filing (86 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Illy Caffe 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Illy Caffe 401(k) Plan reported participants rose from 74 in the plan year 2023 filing to 86 in the plan year 2024 filing.
Illy Caffe 401(k) Plan end-of-year assets rose from $20M in the plan year 2023 filing to $22M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 860400086 · Illy Caffe North America Inc PY 2024 · 401(k)

Illy Caffe 401(k) Plan · $22M · 86 · 72nd

TYPE $22M
TYPE 86
TYPE 72nd
TYPE 401(k)
TYPE near Jc Foodservice, Inc. 401(k) Plan
TYPE ind #4139

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 Wholesale Trade retirement plans → · Plans in New York →

End-of-year total assets ($M) among Illy Caffe 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illy Caffe North America Inc multi-year asset trail

Latest sponsor-wide plan assets: $22M 29.31751685643109% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	82	$17M
2023	1	74	$20M
2024	1	86	$22M

Illy Caffe North America Inc filing trail (2024)

Total Assets (Beginning of Year)	$20M
Net Assets (End of Year)	$22M
Net Income	$2M
Employer EIN	860400086
Plan Effective Date	1994-08-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in New York

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

Illy Caffe 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401(k) Plan $60.4B · 52,674
Morgan Stanley 401(k) Plan $22.2B · 53,860
Pfizer Savings Plan $22.0B · 33,309
The Pepsico Savings Plan $14.9B · 137,398
The Goldman Sachs 401(k) Plan $12.8B · 23,227

Compare Illy Caffe 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Jc Foodservice, Inc. 401(k) Plan in CA ($22M); by covered participants it is Vaughn Electric Company,Inc. 401(k) Plan in TN (86 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Jc Foodservice, Inc. 401(k) Plan (CA) $22M · 137
Wkw North America 401(k) Plan (MI) $22M · 561
Bassenian Lagoni 401(k) Profit Sharing Plan (CA) $22M · 71
Gqg Partners LLC Retirement Plan (FL) $22M · 162

Similar participant headcount

Nearest other-state filings by covered participants (86 participants); asset peers above are excluded.

Vaughn Electric Company,Inc. 401(k) Plan (TN) 86 · 0 off
Visionweb 401(k) Plan (TX) 86 · 0 off
Timberline Homes, Inc. Employee Savings & Profit Sharing Plan (AL) 86 · 0 off
Aq Transformer Solutions Inc. (OH) 86 · 0 off

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 Illy Caffe 401(k) Plan assets move in 2024? ▼

Illy Caffe 401(k) Plan grew at a solid clip - up 9.3% during 2024, from $20M to $22M. Reported net income was $2M.

How have Illy Caffe North America Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Illy Caffe North America Inc's sponsor-wide assets grew 29.3%, from $17M to $22M.

Which 401(k) plans are similar in size to Illy Caffe 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Jc Foodservice, Inc. 401(k) Plan in CA ($22M, 137 participants).

Which 401(k) plans cover a similar participant headcount to Illy Caffe 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Vaughn Electric Company,Inc. 401(k) Plan in TN (86 participants, $6M 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 860400086.