401(k) · DOL Form 5500 · 2022

The Vita Coco Company, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
185
Participants Below avg headcount
67th
Percentile by assets National rank
$61,336
Avg per participant Low balance/head
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Official DOL plan name: The Vita Coco Company, Inc. 401(k) Plan · Sponsored by The Vita Coco Company, Inc. · New York · Wholesale Trade

$11M in assets, 185 participants

The Vita Coco Company, Inc.'s The Vita Coco Company, Inc. 401(k) Plan reported $11M in total assets and 185 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #4,153 in Wholesale Trade (6,843 peers)

Coverage in New York

The Vita Coco Company, Inc. 401(k) Plan covers 185 participants in New York, about 23% of the average New York filer (state average ~798 per filing). Assets: $11M.

#4,153
in Wholesale Trade (6,843 peers)
-17.7%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Vita Coco Company, Inc. 401(k) Plan's outsized position by total assets

The Vita Coco Company, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$11,347,188 Top 33% higher than 67% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

The Vita Coco Company, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Vita Coco Company, Inc. 401(k) Plan sits mid-pack in the medium band (185 participants).

DOL schedule card

Filing strip 113713156 · The Vita Coco Company, Inc. PY 2022 · 401(k)

The Vita Coco Company, Inc. 401(k) Plan · $11M · 185 · 67th

  • PHOTO $11M
  • PHOTO 185
  • PHOTO 67th
  • PHOTO 401(k)
  • PHOTO near Performance Horizon, Inc. 401(k) Plan
  • PHOTO ind #4153

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 Wholesale Trade retirement plans → · Plans in New York →

The Vita Coco Company, Inc. 401(k) Plan in the asset neighbourhood

The Vita Coco Company, Inc. 401(k) PlanThe Vita Coco Company, Inc. …$11MPerformance Horizon, Inc. 401(k) PlanPerformance Horizon, Inc. 40…$11MNorth Central Mental Health Services, Inc. 401(k) Retirement Savings PlanNorth Central Mental Health …$11MAsklepios Biopharmaceuticals, Inc. 401(k) PlanAsklepios Biopharmaceuticals…$11MWinery Exchange Inc., 401(k) PlanWinery Exchange Inc., 401(k)…$11M
End-of-year total assets ($M) among The Vita Coco Company, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$11M
Net Income-$2M
Employer EIN113713156
Plan Effective Date2010-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Vita Coco Company, Inc.)

Sponsor-wide plan assets over time

All The Vita Coco Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 73.45331724476584% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $11.4M $19.7M ▲ +73.4%
Year Plans Participants Total Assets
2022 1 185 $11M
2023 1 204 $15M
2024 1 211 $20M

Nearby 401(k) Plans in New York

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

The Vita Coco Company, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants The Vita Coco Company, Inc. 401(k) Plan, Total assets ($B): 0.011347188 · Participants: 185The Vita Coco Company, Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
The Vita Coco Company, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

The Vita Coco Company, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Performance Horizon, Inc. 401(k) Plan in PA ($11M); by covered participants it is Brew City Pizza, Inc. Retirement Plan in WI (185 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (185 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.

Frequently Asked Questions

How did The Vita Coco Company, Inc. 401(k) Plan assets move in 2022?
The Vita Coco Company, Inc. 401(k) Plan declined sharply - down 17.7% during 2022, from $14M to $11M. Reported net income was -$2M.
How have The Vita Coco Company, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), The Vita Coco Company, Inc.'s sponsor-wide assets grew 73.5%, from $11M to $20M.
Which 401(k) plans are similar in size to The Vita Coco Company, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Performance Horizon, Inc. 401(k) Plan in PA ($11M, 145 participants).
Which 401(k) plans cover a similar participant headcount to The Vita Coco Company, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Brew City Pizza, Inc. Retirement Plan in WI (185 participants, N/A in assets).