401(k) · DOL Form 5500 · 2024
Colectivo Coffee Roasters, Inc. 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 232
- Participants Below avg headcount
- 58th
- Percentile by assets National rank
- $46,789
- Avg per participant Low balance/head
Official DOL plan name: Colectivo Coffee Roasters, Inc. Retirement Plan · Sponsored by Colectivo Coffee Roasters, Inc. · Wisconsin · Food Services & Accommodation
$11M in assets, 232 participants
Colectivo Coffee Roasters, Inc.'s Colectivo Coffee Roasters, Inc. Retirement Plan reported $11M in total assets and 232 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.
- #3,146 in Food Services & Accommodation (3,672 peers)
Coverage in Wisconsin
Colectivo Coffee Roasters, Inc. Retirement Plan covers 232 participants in Wisconsin, about 41% of the average Wisconsin filer (state average ~563 per filing). Assets: $11M.
- #3,146
- in Food Services & Accommodation (3,672 peers)
- -3.8%
- assets change YoY
The plan reported a net loss of $428K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Colectivo Coffee Roasters, Inc. Retirement Plan's mid-pack asset rank among Food Services & Accommodation and all filers
Colectivo Coffee Roasters, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,855,080 Top 42% higher than 58% 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
Colectivo Coffee Roasters, Inc. Retirement 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. Colectivo Coffee Roasters, Inc. Retirement Plan sits mid-pack in the medium band (232 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Colectivo Coffee Roasters, Inc. Retirement Plan reported net income fell from $2M in the plan year 2023 filing to -$428K in the plan year 2024 filing.
- Colectivo Coffee Roasters, Inc. Retirement Plan reported participants fell from 244 in the plan year 2023 filing to 232 in the plan year 2024 filing.
- Colectivo Coffee Roasters, Inc. Retirement Plan end-of-year assets fell from $11M in the plan year 2023 filing to $11M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 391779155 · Colectivo Coffee Roasters, Inc. PY 2024 · 401(k)
Colectivo Coffee Roasters, Inc. Retirement Plan · $11M · 232 · 58th
- EIN $11M
- RANK 232
- PHOTO 58th
- IND 401(k)
- EOY near Bob-Boyd Auto Family Salary Deferral Plan
- 5500 ind #3146
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 Wisconsin →
Colectivo Coffee Roasters, Inc. Retirement Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$428K |
| Employer EIN | 391779155 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Colectivo Coffee Roasters, Inc.)
Sponsor-wide plan assets over time
All Colectivo Coffee Roasters, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 13.987921254721067% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 203 | $10M |
| 2023 | 1 | 244 | $11M |
| 2024 | 1 | 232 | $11M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Colectivo Coffee Roasters, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Bob-Boyd Auto Family Salary Deferral Plan in OH ($11M); by covered participants it is Aspen Therapy 401(k) Plan in OH (232 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Bob-Boyd Auto Family Salary Deferral Plan (OH) $11M · 120
- Seattle Hockey Partners LLC 401(k) Plan (WA) $11M · 294
- Your People Professionals Multiple Employer Plan (CA) $11M · 244
- J.L. Wauford, Inc. 401(k) Plan (VA) $11M · 208
Similar participant headcount
Nearest other-state filings by covered participants (232 participants); asset peers above are excluded.
- Aspen Therapy 401(k) Plan (OH) 232 · 0 off
- Weiler Forestry 401(k) Plan (GA) 232 · 0 off
- Sentry 401(k) Plan (CA) 232 · 0 off
- Radius Health, Inc. 401(k) Plan (MA) 232 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.