401(k) · DOL Form 5500 · 2022
Refresco Beverages US Inc. 401(k) Plan
Data updated 2026-08-25
- $177M
- Total assets Near avg plan size
- 3,868
- Participants Above avg headcount
- 95th
- Percentile by assets National rank
- $45,889
- Avg per participant Low balance/head
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.
- #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.
- #19,056
- in Manufacturing (20,602 peers)
- -6.7%
- assets change YoY
- 1.8×
- vs typical plan assets (national mean)
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.
The Refresco USA 401(k)Savings & Retirement Plan's outsized position by total assets
The Refresco USA 401(k)Savings & Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$177,499,035 Top 5% higher than 95% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Refresco USA 401(k)Savings & Retirement Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Refresco USA 401(k)Savings & Retirement Plan lands in the large band (3,868 participants).
Plan-year Form 5500 strip
Filing strip 581947565 · Refresco Beverages US Inc. PY 2022 · 401(k)
The Refresco USA 401(k)Savings & Retirement Plan · $177M · 3,868 · 95th
- BOY $177M
- BOY 3,868
- BOY 95th
- BOY 401(k)
- BOY near Optiv Security Inc. 401(k) Retirement Saving Plan
- BOY ind #19056
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 Florida →
The Refresco USA 401(k)Savings & Retirement Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Refresco Beverages US Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $219M 23.19927298634332% vs 2022
- 2024 filing year
| 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.
- 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
The Refresco USA 401(k)Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Optiv Security Inc. 401(k) Retirement Saving Plan in CO ($178M); by covered participants it is Navistar, Inc. Retirement Accumulation Plan in IL (3,866 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($177M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (3,868 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.