Sweetgreen, Inc. 401(K) Plan — Form 5500 plan (Sweetgreen, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Sweetgreen, Inc. 401(K) Plan is a benefit plan reported by Sweetgreen, Inc. under EIN 27-1159215 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,839 participants and $23,947,490 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$23.9MPlan net assets, end of year$23,947,490
Participants4.8KCovered participants reported4,839
Assets / participant$4.9KComputed: assets ÷ participants$4,949 (computed)
Provider compensation$126.7K5 Schedule C provider row(s)$126,685
- Plan sponsor
- Sweetgreen, Inc.
- EIN
- 27-1159215
- Plan number
- 001
- Plan type
- 2
- Location
- Los Angeles, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,839 | H, C | 20241015114930NAL0014525939001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$23.9M total assets
Net assets$23.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $23,947,490
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,947,490
- Net assets (BOY)
- $17,667,760
Income & contributions
- Employer contributions
- $39,640
- Participant contributions
- $5,250,899
- Total contributions
- $5,515,442
- Total income / additions
- $9,407,452
Expenses & distributions
- Benefits paid
- $2,978,191
- Administrative expenses
- $126,685
- Total expenses
- $3,127,722
- Net increase / (decrease)
- $6,279,730
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
99%
Employer 1%Participant 99%
Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income32%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Regatta Capital Group LLC | INVESTMENT ADVISOR | $58,604 | not reported in the loaded dataset | 2023 |
| Sweetgreen Inc | OTHER | $45,521 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $18,765 | not reported in the loaded dataset | 2023 |
| Beach Freeman Lim & Cleland Llp | AUDITOR | $3,795 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sweetgreen, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Regatta Capital Group LLC — Schedule C compensation
- Sweetgreen Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Beach Freeman Lim & Cleland Llp — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation