401(k) · DOL Form 5500 · 2024

Birkenstock USA, LP 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
270
Participants Below avg headcount
77th
Percentile by assets National rank
$110,114
Avg per participant Below avg balance/head
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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.

  • #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.

#4,585
in Wholesale Trade (6,080 peers)
+25.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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

Birkenstock 401(k) Plan vs every filed plan by assets

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

$29,730,861 Top 23% higher than 77% 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

Birkenstock 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. Birkenstock 401(k) Plan sits mid-pack in the medium band (270 participants).

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 →

Published 5500 schedule card

Filing strip 261300428 · Birkenstock USA, LP PY 2024 · 401(k)

Birkenstock 401(k) Plan · $30M · 270 · 77th

  • PCT $30M
  • EIN 270
  • RANK 77th
  • PHOTO 401(k)
  • IND near Alexander Family Dealerships 401(k) Profit Sharing Plan
  • EOY ind #4585

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 California →

Birkenstock 401(k) Plan in the asset neighbourhood

Birkenstock 401(k) Plan$30MAlexander Family Dealerships 401(k) Profit Sharing PlanAlexander Family Dealerships…$30MMillstone Weber, LLC Retirement Savings PlanMillstone Weber, LLC Retirem…$30MMccabe Heidrich & Wong, P.C. 401(k) Profit Sharing PlanMccabe Heidrich & Wong, P.C.…$30MBastrop Bancshares, Inc. ESOP with 401(k) ProvisionsBastrop Bancshares, Inc. ESO…$30M
End-of-year total assets ($M) among Birkenstock 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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)

Sponsor-wide plan assets over time

All Birkenstock USA, LP plans reported in each filing year

Latest sponsor-wide plan assets
$30M 73.00933012936859% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $17.2M $29.7M ▲ +73.1%
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 Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Birkenstock 401(k) Plan, Total assets ($B): 0.029730861 · Participants: 270Birkenstock 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Birkenstock 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Birkenstock 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Alexander Family Dealerships 401(k) Profit Sharing Plan in PA ($30M); by covered participants it is Frac Shack America 401(k) Retirement Plan in CO (270 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (270 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 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).
Which 401(k) plans cover a similar participant headcount to Birkenstock 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Frac Shack America 401(k) Retirement Plan in CO (270 participants, $648K 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 261300428.

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.