401(k) · DOL Form 5500 · 2022
Coca-Cola Southwest Beverage LLC 401(k) Plan
Data updated 2026-08-11
- $467M
- Total assets
- 7,494
- Participants
- 98th
- Percentile by assets
- $62,261
- Avg per participant
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.
- 98th percentile by assets (of 139,126 plans)
- #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.
- $467M
- total plan assets (2022 EOY)
- 7,494
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $62,261
- avg assets per participant
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.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Coca-Cola Southwest Beverages 401(k) Plan reports 7,494 participants - 11x that state average ($467M EOY assets).
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)
| 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.
Coca-Cola Southwest Beverages 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
- 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Coca-Cola Southwest Beverages 401(k) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Coca-Cola Southwest Beverages 401(k) Plan assets move in 2022? ▼
How have Coca-Cola Southwest Beverage LLC plan assets changed over time? ▼
Where does Coca-Cola Southwest Beverages 401(k) Plan rank by assets among Form 5500 filers? ▼
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Next read for Coca-Cola Southwest Beverages 401(k) Pla…
Filing takeaways
Ways to act on Coca-Cola Southwest Beverages 401(k) Plan's numbers.
- By total assets, Coca-Cola Southwest Beverages 401(k) 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 Texas. Compare plans
- Coca-Cola Southwest Beverage LLC's sponsor-wide assets have grown 26.2% since 2022 across 3 plan years on file. More Manufacturing plans