401(k) · DOL Form 5500 · 2024

Birkenstock USA, LP 401(k) Plan

Data updated 2026-08-11

$30M
Total assets
270
Participants
77th
Percentile by assets
$110,114
Avg per participant
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Official DOL plan name: Birkenstock 401(k) Plan · Sponsored by Birkenstock USA, LP · California · Wholesale Trade

$30M in assets, 270 participants

Birkenstock USA, LP's Birkenstock 401(k) Plan reported $30M in total assets and 270 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • 77th percentile by assets (of 123,622 plans)
  • #4,585 in Wholesale Trade (6,080 peers)

Coverage in California

Birkenstock 401(k) Plan covers 270 participants in California, about 43% of the average California filer (state average ~630 per filing). Assets: $30M.

$30M
total plan assets (2024 EOY)
270
covered participants
77th
percentile by assets (of 123,622 plans)
$110,114
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Birkenstock 401(k) Plan end-of-year assets rose from $24M in the plan year 2023 filing to $30M in the plan year 2024 filing.
  • Birkenstock 401(k) Plan reported participants rose from 229 in the plan year 2023 filing to 270 in the plan year 2024 filing.
  • Birkenstock 401(k) Plan reported net income fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Industry

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Birkenstock 401(k) Plan reports 270 participants - about 43% of that state average ($30M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$30M
Net Income$6M
Employer EIN261300428
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Birkenstock USA, LP)

$15M$20M$25M$30M$35M 202220232024 $17.2M $29.7M ▲ +73.1%
Total plan assets by year, all Birkenstock USA, LP plans on file
Year Plans Participants Total Assets
2022 1 178 $17M
2023 1 229 $24M
2024 1 270 $30M

Nearby 401(k) Plans in California

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

Birkenstock 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Birkenstock 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Birkenstock 401(k) P…Google LLC 401(k) Sa…Oracle Corporation 4…Intel 401(k) Savings…Apple 401(k) PlanCisco Systems,Inc. 4…
Birkenstock 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Birkenstock 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Birkenstock 401(k) Plan assets move in 2024?
Birkenstock 401(k) Plan grew sharply - up 25.1% during 2024, from $24M to $30M. Reported net income was $6M.
How have Birkenstock USA, LP plan assets changed over time?
Across 3 plan years on file (2022-2024), Birkenstock USA, LP's sponsor-wide assets grew 73.0%, from $17M to $30M.
Where does Birkenstock 401(k) Plan rank by assets among Form 5500 filers?
Birkenstock 401(k) Plan ranks in the 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Birkenstock 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Alexander Family Dealerships 401(k) Profit Sharing Plan in PA ($30M, 786 participants).

Filing takeaways

Ways to act on Birkenstock 401(k) Plan's numbers.