401(k) · DOL Form 5500 · 2022
Refresco Beverages US Inc. 401(k) Plan
Data updated 2026-08-11
- $177M
- Total assets
- 3,868
- Participants
- 95th
- Percentile by assets
- $45,889
- Avg per participant
Official DOL plan name: The Refresco USA 401(k)Savings & Retirement Plan · Sponsored by Refresco Beverages US Inc. · Florida · Manufacturing
$177M in assets, 3,868 participants
Refresco Beverages US Inc.'s The Refresco USA 401(k)Savings & Retirement Plan reported $177M in total assets and 3,868 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 139,126 plans)
- #19,056 in Manufacturing (20,602 peers)
Coverage in Florida
The Refresco USA 401(k)Savings & Retirement Plan covers 3,868 participants in Florida, 6.2x the typical Florida plan (state average ~628 per filing). Assets: $177M.
- $177M
- total plan assets (2022 EOY)
- 3,868
- covered participants
- 95th
- percentile by assets (of 139,126 plans)
- $45,889
- avg assets per participant
The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Florida filers
In Florida, the average filing covers about 628 participants across 6,617 plans. The Refresco USA 401(k)Savings & Retirement Plan reports 3,868 participants - 6.2x that state average ($177M EOY assets).
Florida filing particulars
| Total Assets (Beginning of Year) | $190M |
|---|---|
| Net Assets (End of Year) | $177M |
| Net Income | -$13M |
| Employer EIN | 581947565 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Refresco Beverages US Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,008 | $178M |
| 2023 | 2 | 4,954 | $209M |
| 2024 | 2 | 5,526 | $219M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
The Refresco USA 401(k)Savings & Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
- L3harris Retirement Savings Plan $12.9B · 41,096
- Savings Plan for Employees and Partners of Pricewatercoopers LLP $9.1B · 50,354
- Adp Totalsource Retirement Savings Plan $6.7B · 287,453
- Publix Super Markets, Inc. 401(k) Smart Plan $6.1B · 176,752
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.4B · 14,889
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to The Refresco USA 401(k)Savings & Retirement Plan by total assets, not by location.
- Optiv Security Inc. 401(k) Retirement Saving Plan (CO) $178M · 1,940
- Ent and Allergy Associates, LLP Retirement Savings Plan I (NY) $178M · 707
- Affiliated Thrift Plan (TX) $178M · 429
- Bureau Veritas Industries & Facilities 401(k) Profit Sharing Plan (TX) $177M · 2,927
Frequently Asked Questions
How did The Refresco USA 401(k)Savings & Retirement Plan assets move in 2022? ▼
How have Refresco Beverages US Inc. plan assets changed over time? ▼
Where does The Refresco USA 401(k)Savings & Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to The Refresco USA 401(k)Savings & Retirement Plan? ▼
Next read for The Refresco USA 401(k)Savings & Retirem…
Filing takeaways
Ways to act on The Refresco USA 401(k)Savings & Retirement Plan's numbers.
- By total assets, The Refresco USA 401(k)Savings & Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Florida. Compare plans
- Refresco Beverages US Inc.'s sponsor-wide assets have grown 23.2% since 2022 across 3 plan years on file. More Manufacturing plans