401(k) · DOL Form 5500 · 2024

Black Rock Coffee Holdings LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 644
Participants Below avg headcount: 31st
Percentile by assets National rank: $3,498
Avg per participant Low balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Black Rock 401(k) Plan · Sponsored by Black Rock Coffee Holdings LLC · Arizona · Food Services & Accommodation

$2M in assets, 644 participants

Black Rock Coffee Holdings LLC's Black Rock 401(k) Plan reported $2M in total assets and 644 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

#2,432 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Black Rock 401(k) Plan ranks #2,432 of 3,672 2024 filers by assets (869% of the sector average)-$2M for 644 participants.

#2,432
in Food Services & Accommodation (3,672 peers): +61.6%
assets growth YoY

Black Rock 401(k) Plan among the smaller filed plans by assets

Black Rock 401(k) Plan vs every filed plan by assets

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

$2,252,476 31st percentile higher than 31% 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

Black Rock 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. Black Rock 401(k) Plan sits mid-pack in the medium band (644 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%)

Black Rock 401(k) Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Black Rock 401(k) Plan reported net income rose from $645K in the plan year 2023 filing to $859K in the plan year 2024 filing.
Black Rock 401(k) Plan reported participants fell from 791 in the plan year 2023 filing to 644 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 831415331 · Black Rock Coffee Holdings LLC PY 2024 · 401(k)

Black Rock 401(k) Plan · $2M · 644 · 31st

EBSA $2M
EBSA 644
EBSA 31st
EBSA 401(k)
EBSA near Kadesh & Associates, LLC 401(k) Plan
EBSA ind #2432

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 Arizona →

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

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$2M
Net Income	$859K
Employer EIN	831415331
Plan Effective Date	2022-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Black Rock Coffee Holdings LLC)

Latest sponsor-wide plan assets: $2M 201.0586953761436% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	1,795	$748K
2023	1	791	$1M
2024	1	644	$2M

Nearby 401(k) Plans in Arizona

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

Black Rock 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants

Bechtel Trust & Thrift Plan $6.1B · 7,971
Banner Health Employees 401(k) Plan $4.9B · 54,731
Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
Republic Services, Inc. 401(k) Plan $2.7B · 32,629
Stantec 401(k) Plan $2.3B · 11,603

Compare Black Rock 401(k) Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Kadesh & Associates, LLC 401(k) Plan in DC ($2M); by covered participants it is Sunnyside 401(k) and Retirement Plan in VA (644 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Kadesh & Associates, LLC 401(k) Plan (DC) $2M · 5
Kavita Gupta, P.C. 401(k) Plan and Trust (IL) $2M · 4
H Smith Richardson Testamentary Trust 401(k) Plan (NC) $2M · 4
Mountaineer Fabricators, Inc. 401(k) Plan (WV) $2M · 36

Similar participant headcount

Nearest other-state filings by covered participants (644 participants); asset peers above are excluded.

Sunnyside 401(k) and Retirement Plan (VA) 644 · 0 off
Lee's Marketplace, Inc. 401(k) Profit Sharing Plan (UT) 644 · 0 off
Swire Water 401(k) Retirement Savings Plan (UT) 644 · 0 off
Maine Course Hospitality Group 401(k) Plan (ME) 644 · 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 Black Rock 401(k) Plan assets move in 2024? ▼

Black Rock 401(k) Plan surged - up 61.6% during 2024, from $1M to $2M. Reported net income was $859K.

How have Black Rock Coffee Holdings LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Black Rock Coffee Holdings LLC's sponsor-wide assets grew 201.1%, from $748K to $2M.

Which 401(k) plans are similar in size to Black Rock 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Kadesh & Associates, LLC 401(k) Plan in DC ($2M, 5 participants).

Which 401(k) plans cover a similar participant headcount to Black Rock 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Sunnyside 401(k) and Retirement Plan in VA (644 participants, $18M 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 831415331.