401(k) · DOL Form 5500 · 2022
Coca-Cola Southwest Beverage LLC 401(k) Plan
Data updated 2026-08-25
- $467M
- Total assets Above avg plan size
- 7,494
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $62,261
- Avg per participant Low balance/head
Official DOL plan name: Coca-Cola Southwest Beverages 401(k) Plan · Sponsored by Coca-Cola Southwest Beverage LLC · Texas · Manufacturing
$467M in assets, 7,494 participants
Coca-Cola Southwest Beverage LLC's Coca-Cola Southwest Beverages 401(k) Plan reported $467M in total assets and 7,494 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #19,822 in Manufacturing (20,602 peers)
Coverage in Texas
Coca-Cola Southwest Beverages 401(k) Plan covers 7,494 participants in Texas, 11x the typical Texas plan (state average ~688 per filing). Assets: $467M.
- #19,822
- in Manufacturing (20,602 peers)
- -13.7%
- assets change YoY
- 4.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $74M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Coca-Cola Southwest Beverages 401(k) Plan's outsized position by total assets
Coca-Cola Southwest Beverages 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$466,583,029 Top 2% higher than 98% 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
Coca-Cola Southwest Beverages 401(k) 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. Coca-Cola Southwest Beverages 401(k) Plan lands in the large band (7,494 participants).
Plan-year Form 5500 strip
Filing strip 813909618 · Coca-Cola Southwest Beverage LLC PY 2022 · 401(k)
Coca-Cola Southwest Beverages 401(k) Plan · $467M · 7,494 · 98th
- EIN $467M
- EIN 7,494
- EIN 98th
- EIN 401(k)
- EIN near Employers Mutual Casualty Company 401(k) Savings
- EIN ind #19822
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 Texas →
Coca-Cola Southwest Beverages 401(k) Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $541M |
|---|---|
| Net Assets (End of Year) | $467M |
| Net Income | -$74M |
| Employer EIN | 813909618 |
| Plan Effective Date | 2017-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Coca-Cola Southwest Beverage LLC)
Sponsor-wide plan assets over time
All Coca-Cola Southwest Beverage LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $589M 26.243909527193708% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7,494 | $467M |
| 2023 | 1 | 8,037 | $543M |
| 2024 | 1 | 11,677 | $589M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Scale composition for Coca-Cola Southwest Beverages 401(k) Plan
Coca-Cola Southwest Beverages 401(k) Plan reports $467M in end-of-year assets across 7,494 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $62,261 per participant (45% of the national average assets-per-participant) . Net income for plan year 2022 was -$74M.
This plan identity (EIN 813909618, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $467M to $589M (+26.2%) while covered participants moved from 7,494 to 11,677 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,494 | $467M | This page |
| 2023 | 8,037 | $543M | Open filing |
| 2024 · index core | 11,677 | $589M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Coca-Cola Southwest Beverages 401(k) Plan (401(k), $589M, 11,677 participants)
Coca-Cola Southwest Beverages 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Employers Mutual Casualty Company 401(k) Savings in IA ($466M); by covered participants it is Daimler Truck North America, L.L.C. Employee Retirement Savings Plan in OR (7,492 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($467M here).
- Employers Mutual Casualty Company 401(k) Savings (IA) $466M · 2,280
- Meijer 401(k) Retirement Plan II (MI) $466M · 42,423
- Yardi Systems, Inc. 401(k) Profit Sharing Plan (CA) $466M · 3,990
- National Basketball Association Players' 401(k) Savings Plan (NJ) $467M · 515
Similar participant headcount
Nearest other-state filings by covered participants (7,494 participants); asset peers above are excluded.
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan (OR) 7,492 · 2 off
- Burns & Mcdonnell, Inc. 401(k) Savings Plan (MO) 7,492 · 2 off
- Northwest Sheet Metal Workers Supp Pension Plan (OR) 7,487 · 7 off
- Premier Home Health Care Services, Inc. 401(k) Plan (NY) 7,485 · 9 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.