401(k) · DOL Form 5500 · 2024

GUAYAKI 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets: 380
Participants Below avg headcount: 60th
Percentile by assets National rank: $31,691
Avg per participant Low balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Guayaki Yerba Mate 401(k) Plan · Sponsored by GUAYAKI · California · Manufacturing

$12M in assets, 380 participants

GUAYAKI's Guayaki Yerba Mate 401(k) Plan reported $12M in total assets and 380 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

#8,275 in Manufacturing (17,777 peers)

GUAYAKI multi-year trail

GUAYAKI's plans moved +16.6% in assets from 2023 to 2024; this filing shows Guayaki Yerba Mate 401(k) Plan at $12M / 380 participants.

#8,275
in Manufacturing (17,777 peers): +16.6%
assets growth YoY

Guayaki Yerba Mate 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Guayaki Yerba Mate 401(k) Plan vs every filed plan by assets

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

$12,042,766 Top 40% higher than 60% 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

Guayaki Yerba Mate 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. Guayaki Yerba Mate 401(k) Plan sits mid-pack in the medium band (380 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Guayaki Yerba Mate 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Guayaki Yerba Mate 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
Guayaki Yerba Mate 401(k) Plan reported participants rose from 370 in the plan year 2023 filing to 380 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 770560794 · GUAYAKI PY 2024 · 401(k)

Guayaki Yerba Mate 401(k) Plan · $12M · 380 · 60th

RANK $12M
PHOTO 380
IND 60th
EOY 401(k)
5500 near Genesco Sports Enterprises 401(k) Plan
ASSETS ind #8275

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 Manufacturing retirement plans → · Plans in California →

End-of-year total assets ($M) among Guayaki Yerba Mate 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

GUAYAKI multi-year asset trail

Latest sponsor-wide plan assets: $12M 16.59828095764843% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	370	$10M
2024	1	380	$12M

GUAYAKI filing trail (2024)

Total Assets (Beginning of Year)	$10M
Net Assets (End of Year)	$12M
Net Income	$2M
Employer EIN	770560794
Plan Effective Date	2007-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in California

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

Guayaki Yerba Mate 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

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

Compare Guayaki Yerba Mate 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Genesco Sports Enterprises 401(k) Plan in TX ($12M); by covered participants it is Clark Hill Non-Member Attorneys 401(k) Savings Plan in MI (380 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Genesco Sports Enterprises 401(k) Plan (TX) $12M · 144
Evs, Inc. 401(k) and Profit Sharing Plan (MN) $12M · 155
A.H. Beck Foundation Co. Inc 401(k) Profit Sharing Plan (TX) $12M · 343
Venus Fashion, Inc. Retirement Benefits Plan (FL) $12M · 398

Similar participant headcount

Nearest other-state filings by covered participants (380 participants); asset peers above are excluded.

Clark Hill Non-Member Attorneys 401(k) Savings Plan (MI) 380 · 0 off
Jwf Industries 401(k) Plan (PA) 380 · 0 off
Kurt Weiss Greenhouses, Inc. 401(k) Savings Plan (NY) 380 · 0 off
Southwestern Healthcare, Inc. Retirement Plan (IN) 380 · 0 off

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 Guayaki Yerba Mate 401(k) Plan assets move in 2024? ▼

Guayaki Yerba Mate 401(k) Plan grew sharply - up 16.6% during 2024, from $10M to $12M. Reported net income was $2M.

How have GUAYAKI plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), GUAYAKI's sponsor-wide assets grew 16.6%, from $10M to $12M.

Which 401(k) plans are similar in size to Guayaki Yerba Mate 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Genesco Sports Enterprises 401(k) Plan in TX ($12M, 144 participants).

Which 401(k) plans cover a similar participant headcount to Guayaki Yerba Mate 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Clark Hill Non-Member Attorneys 401(k) Savings Plan in MI (380 participants, $91M 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 770560794.