401(k) · DOL Form 5500 · 2022

Coke Management Group 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
226
Participants Below avg headcount
30th
Percentile by assets National rank
$6,691
Avg per participant Low balance/head
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Official DOL plan name: Coke Management Group 401(k) Plan · Sponsored by Coke Management Group · Texas · Professional & Technical Services

$2M in assets, 226 participants

Coke Management Group's Coke Management Group 401(k) Plan reported $2M in total assets and 226 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,655 in Professional & Technical Services (21,562 peers)

Coverage in Texas

Coke Management Group 401(k) Plan covers 226 participants in Texas, about 33% of the average Texas filer (state average ~688 per filing). Assets: $2M.

#5,655
in Professional & Technical Services (21,562 peers)
+69.1%
assets growth YoY

Coke Management Group 401(k) Plan among the smaller filed plans by assets

Coke Management Group 401(k) Plan vs every filed plan by assets

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

$1,512,179 30th percentile higher than 30% 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

Coke Management Group 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. Coke Management Group 401(k) Plan sits mid-pack in the medium band (226 participants).

DOL schedule card

Filing strip 270819333 · Coke Management Group PY 2022 · 401(k)

Coke Management Group 401(k) Plan · $2M · 226 · 30th

  • EBSA $2M
  • PART 226
  • TYPE 30th
  • NET 401(k)
  • BOOK near Stbw 401(k) Plan
  • VS-ST ind #5655

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 Professional & Technical Services retirement plans → · Plans in Texas →

Coke Management Group 401(k) Plan in the asset neighbourhood

Coke Management Group 401(k) PlanCoke Management Group 401(k)…$2MStbw 401(k) Plan$2MPlankowner Brewing Co. Retirement PlanPlankowner Brewing Co. Retir…$2MPhoenix East Aviation, LLC Safe Harbor 401(k) PlanPhoenix East Aviation, LLC S…$2MRoadteam Staffing, Inc. 401(k) PlanRoadteam Staffing, Inc. 401(…$2M
End-of-year total assets ($M) among Coke Management Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$894K
Net Assets (End of Year)$1M
Net Income$570K
Employer EIN270819333
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Coke Management Group)

Sponsor-wide plan assets over time

All Coke Management Group plans reported in each filing year

Latest sponsor-wide plan assets
$4M 154.86850432389286% vs 2022
2024 filing year
$1M$2M$3M$4M$5M 202220232024 $1.51M $3.85M ▲ +155.0%
Year Plans Participants Total Assets
2022 1 226 $2M
2023 1 229 $3M
2024 1 185 $4M

Nearby 401(k) Plans in Texas

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

Coke Management Group 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Coke Management Group 401(k) Plan, Total assets ($B): 0.001512179 · Participants: 226Coke Management Group 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Coke Management Group 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Coke Management Group 401(k) Plan side-by-side with 3 peers →

Coke Management Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Stbw 401(k) Plan in MI ($2M); by covered participants it is H&m Trucking, Inc. 401(k) Plan in NE (226 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (226 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 Coke Management Group 401(k) Plan assets move in 2022? ▼
Coke Management Group 401(k) Plan surged - up 69.1% during 2022, from $894K to $2M. Reported net income was $570K.
How have Coke Management Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coke Management Group's sponsor-wide assets grew 154.9%, from $2M to $4M.
Which 401(k) plans are similar in size to Coke Management Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stbw 401(k) Plan in MI ($2M, 53 participants).
Which 401(k) plans cover a similar participant headcount to Coke Management Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is H&m Trucking, Inc. 401(k) Plan in NE (226 participants, $13M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 270819333.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.