Peet'S Coffee & Tea 401(k) plan

Peet'S Coffee & Tea, LLC, Emeryville, CA. EIN 91-0863396. Annual reports 2009–2024. Also filed as Peets Coffee; Peet'S Coffee & Tea, Inc.; Peet'S Coffee & Tea, LLC.

Peet'S Coffee & Tea, LLC has one active retirement plan on file, the Peet'S Coffee & Tea, LLC Savings & Retirement Plan, with 4,982 participants and $130 million in assets in 2024. Principal has been its recordkeeper since 2020. No traditional pension plan appears in Peet'S Coffee & Tea's filings since 2009.

Active plans: 1
Participants: 4,982
Plan assets: $130 million
401(k) recordkeeper: Principal
Plans on file: 1
Industry: Retail

The plan

Peet'S Coffee & Tea, LLC Savings & Retirement Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 91-0863396
Participants (2024): 4,982
Net assets (2024): $130 million
Recordkeeper: PrincipalEarlier: Wells Fargo (2010–2019), Fidelity (2009)
Plan administrator: Peet'S Coffee & Tea, LLC
1400 Park Avenue
Emeryville, CA 94608
(510) 594-2135As filed for 2024
In effect since: February 1, 1989

Earlier sponsor: Peets Coffee (2009–2011).

Earlier plan names: Peets Coffee and Tea Inc Savings and Retirement Plan; Peets Coffee and Tea Inc. Savings and Retirement Plan; Peet'S Coffee and Tea Inc. Savings and Retirement Plan; Peet'S Coffee and Tea LLC. Savings and Retirement Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	4,982	$130 million	Principal
2023	5,086	$111 million	Principal
2022	5,136	$89.7 million	Principal
2021	5,020	$107 million	Principal
2020	4,669	$92.0 million	Principal
2019	6,017	$78.2 million	Wells Fargo
2018	5,750	$59.8 million	Wells Fargo
2017	5,507	$58.3 million	Wells Fargo
2016	5,362	$44.2 million	Wells Fargo
2015	3,800	$37.8 million	Wells Fargo
2014	3,719	$35.6 million	Wells Fargo
2013	3,587	$31.9 million	Wells Fargo
2012	3,175	$25.5 million	Wells Fargo
2011	3,191	$20.9 million	Wells Fargo
2010	3,312	$19.6 million	Wells Fargo
2009	4,045	$16.4 million	Fidelity

If you had money in one of these plans

Call Principal (principal.com), which runs the Peet'S Coffee & Tea, LLC Savings & Retirement Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((510) 594-2135). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Peet'S Coffee & Tea, LLC Savings & Retirement Plan

If you had money in one of these plans

What these numbers are

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