401(k) · DOL Form 5500 · 2024
Bellwether Coffee Co. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 55
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $47,963
- Avg per participant Low balance/head
Official DOL plan name: Bellwether Coffee Retirement Plan · Sponsored by Bellwether Coffee Co. · California · Food Services & Accommodation
$3M in assets, 55 participants
Bellwether Coffee Co.'s Bellwether Coffee Retirement Plan reported $3M in total assets and 55 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.
- #2,491 in Food Services & Accommodation (3,672 peers)
Food Services & Accommodation sector rank
Within Food Services & Accommodation, Bellwether Coffee Retirement Plan ranks #2,491 of 3,672 2024 filers by assets (742% of the sector average)-$3M for 55 participants.
- #2,491
- in Food Services & Accommodation (3,672 peers)
- +20.5%
- assets growth YoY
Bellwether Coffee Retirement Plan among the smaller filed plans by assets
Bellwether Coffee Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,637,948 32nd percentile higher than 32% 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
Bellwether Coffee Retirement 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. Bellwether Coffee Retirement Plan is a small filing (55 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bellwether Coffee Retirement Plan reported net income fell from $813K in the plan year 2023 filing to $449K in the plan year 2024 filing.
- Bellwether Coffee Retirement Plan reported participants fell from 82 in the plan year 2023 filing to 55 in the plan year 2024 filing.
- Bellwether Coffee Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 464135171 · Bellwether Coffee Co. PY 2024 · 401(k)
Bellwether Coffee Retirement Plan · $3M · 55 · 32nd
- ASSETS $3M
- ASSETS 55
- ASSETS 32nd
- ASSETS 401(k)
- ASSETS near Gitterman Wealth Management, LLC 401(k) Plan
- ASSETS ind #2491
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 California →
Bellwether Coffee Retirement Plan in the asset neighbourhood
Food Services & Accommodation filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $449K |
| Employer EIN | 464135171 |
| Plan Effective Date | 2020-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bellwether Coffee Co.)
Sponsor-wide plan assets over time
All Bellwether Coffee Co. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 91.74073931395003% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 81 | $1M |
| 2023 | 1 | 82 | $2M |
| 2024 | 1 | 55 | $3M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Bellwether Coffee Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Gitterman Wealth Management, LLC 401(k) Plan in NJ ($3M); by covered participants it is Agosto, Inc 401(k) Savings Plan in MN (55 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (55 participants); asset peers above are excluded.
- Agosto, Inc 401(k) Savings Plan (MN) 55 · 0 off
- S.a. Graham Company, Inc. 401(k) Plan (AL) 55 · 0 off
- The Rushing Company 401(k) Plan (WA) 55 · 0 off
- Siena Engineering Group, Inc. 401(k) Plan (MA) 55 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.