401(k) · DOL Form 5500 · 2024
Peet's Coffee & Tea, LLC 401(k) Plan
Data updated 2026-08-25
- $130M
- Total assets Near avg plan size
- 4,616
- Participants Above avg headcount
- 92nd
- Percentile by assets National rank
- $28,221
- Avg per participant Low balance/head
Official DOL plan name: Peet's Coffee & Tea, LLC Savings & Retirement Plan · Sponsored by Peet's Coffee & Tea, LLC · California · Retail Trade
$130M in assets, 4,616 participants
Peet's Coffee & Tea, LLC's Peet's Coffee & Tea, LLC Savings & Retirement Plan reported $130M in total assets and 4,616 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #7,693 in Retail Trade (8,048 peers)
Coverage in California
Peet's Coffee & Tea, LLC Savings & Retirement Plan covers 4,616 participants in California, 7.3x the typical California plan (state average ~630 per filing). Assets: $130M.
- #7,693
- in Retail Trade (8,048 peers)
- +17.6%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
Peet's Coffee & Tea, LLC Savings & Retirement Plan's outsized position by total assets
Peet's Coffee & Tea, LLC Savings & Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$130,266,736 Top 8% higher than 92% 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
Peet's Coffee & Tea, LLC Savings & Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Peet's Coffee & Tea, LLC Savings & Retirement Plan lands in the large band (4,616 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Peet's Coffee & Tea, LLC Savings & Retirement Plan end-of-year assets rose from $111M in the plan year 2023 filing to $130M in the plan year 2024 filing.
- Peet's Coffee & Tea, LLC Savings & Retirement Plan reported net income fell from $21M in the plan year 2023 filing to $20M in the plan year 2024 filing.
- Peet's Coffee & Tea, LLC Savings & Retirement Plan reported participants fell from 4,681 in the plan year 2023 filing to 4,616 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 910863396 · Peet's Coffee & Tea, LLC PY 2024 · 401(k)
Peet's Coffee & Tea, LLC Savings & Retirement Plan · $130M · 4,616 · 92nd
- BOOK $130M
- BOOK 4,616
- BOOK 92nd
- BOOK 401(k)
- BOOK near Zimbrick, Inc. Retirement Savings Plan
- BOOK ind #7693
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 Retail Trade retirement plans → · Plans in California →
Peet's Coffee & Tea, LLC Savings & Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $111M |
|---|---|
| Net Assets (End of Year) | $130M |
| Net Income | $20M |
| Employer EIN | 910863396 |
| Plan Effective Date | 1989-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Peet's Coffee & Tea, LLC)
Sponsor-wide plan assets over time
All Peet's Coffee & Tea, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $130M 45.16670462989419% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,536 | $90M |
| 2023 | 1 | 4,681 | $111M |
| 2024 | 1 | 4,616 | $130M |
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
Peet's Coffee & Tea, LLC Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Zimbrick, Inc. Retirement Savings Plan in WI ($130M); by covered participants it is Caresource Management Services 401(k) Retirement Plan in OH (4,617 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($130M here).
- Zimbrick, Inc. Retirement Savings Plan (WI) $130M · 815
- Stark & Stark Employees' Profit Sharing Plan (NJ) $130M · 232
- The Parr Company 401(k) Savings and Profit Sharing Plan (OR) $130M · 1,518
- Catalyst Health Group Holdings II, LLC 401(k) Plan (TX) $130M · 326
Similar participant headcount
Nearest other-state filings by covered participants (4,616 participants); asset peers above are excluded.
- Caresource Management Services 401(k) Retirement Plan (OH) 4,617 · 1 off
- Mosaic Health System 401(k) Retirement Plan (MO) 4,614 · 2 off
- Lazer Spot, Inc. 401(k) Plan (GA) 4,621 · 5 off
- 401(k) Retirement Plan for Reynolds Consumer Products (IL) 4,609 · 7 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.