401(k) · DOL Form 5500 · 2024

Sbux Management Associates, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
677
Participants Below avg headcount
31st
Percentile by assets National rank
$3,493
Avg per participant Low balance/head
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Official DOL plan name: Sbux Management Associates, LLC 401(k) Plan · Sponsored by Sbux Management Associates, LLC · Indiana · Real Estate

$2M in assets, 677 participants

Sbux Management Associates, LLC's Sbux Management Associates, LLC 401(k) Plan reported $2M in total assets and 677 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #2,332 in Real Estate (4,605 peers)

Real Estate sector rank

Within Real Estate, Sbux Management Associates, LLC 401(k) Plan ranks #2,332 of 4,605 2024 filers by assets (1098% of the sector average)-$2M for 677 participants.

#2,332
in Real Estate (4,605 peers)
+8.0%
assets growth YoY

Sbux Management Associates, LLC 401(k) Plan among the smaller filed plans by assets

Sbux Management Associates, LLC 401(k) Plan vs every filed plan by assets

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

$2,364,888 31st percentile higher than 31% 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

Sbux Management Associates, LLC 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. Sbux Management Associates, LLC 401(k) Plan sits mid-pack in the medium band (677 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sbux Management Associates, LLC 401(k) Plan reported participants rose from 323 in the plan year 2023 filing to 677 in the plan year 2024 filing.
  • Sbux Management Associates, LLC 401(k) Plan reported net income fell from $809K in the plan year 2023 filing to $175K in the plan year 2024 filing.
  • Sbux Management Associates, LLC 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 920457172 · Sbux Management Associates, LLC PY 2024 · 401(k)

Sbux Management Associates, LLC 401(k) Plan · $2M · 677 · 31st

  • BOOK $2M
  • VS-ST 677
  • BOY 31st
  • SCH 401(k)
  • EBSA near Soapy Joe's 401(k) Plan
  • PART ind #2332

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 Real Estate retirement plans → · Plans in Indiana →

Sbux Management Associates, LLC 401(k) Plan in the asset neighbourhood

Farmers Cooperative Compress Retirement PlanFarmers Cooperative Compress…$2MProscout, Inc. 401(k) Profit Sharing PlanProscout, Inc. 401(k) Profit…$2MSbux Management Associates, LLC 401(k) PlanSbux Management Associates, …$2MSoapy Joe's 401(k) Plan$2MTellus Products, LLC, 401(k) PlanTellus Products, LLC, 401(k)…$2M
End-of-year total assets ($M) among Sbux Management Associates, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Real Estate filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$175K
Employer EIN920457172
Plan Effective Date2022-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sbux Management Associates, LLC)

Sponsor-wide plan assets over time

All Sbux Management Associates, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 8.01475464645302% vs 2023
2024 filing year
$2.1M$2.2M$2.3M$2.4M 20232024 $2.19M $2.36M ▲ +7.8%
Year Plans Participants Total Assets
2023 1 323 $2M
2024 1 677 $2M

Nearby 401(k) Plans in Indiana

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

Sbux Management Associates, LLC 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Sbux Management Associates, LLC 401(k) Plan, Total assets ($B): 0.002364888 · Participants: 677Sbux Management Associates, LLC 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Sbux Management Associates, LLC 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Sbux Management Associates, LLC 401(k) Plan side-by-side with 3 peers →

Sbux Management Associates, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Soapy Joe's 401(k) Plan in CA ($2M); by covered participants it is Huffines Auto Dealerships Retirement Savings Plan in TX (677 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (677 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 Sbux Management Associates, LLC 401(k) Plan assets move in 2024? ▼
Sbux Management Associates, LLC 401(k) Plan grew at a solid clip - up 8.0% during 2024, from $2M to $2M. Reported net income was $175K.
How have Sbux Management Associates, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Sbux Management Associates, LLC's sponsor-wide assets grew 8.0%, from $2M to $2M.
Which 401(k) plans are similar in size to Sbux Management Associates, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Soapy Joe's 401(k) Plan in CA ($2M, 354 participants).
Which 401(k) plans cover a similar participant headcount to Sbux Management Associates, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Huffines Auto Dealerships Retirement Savings Plan in TX (677 participants, $33M 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 920457172.

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.