Defined Benefit (Pension) · DOL Form 5500 · 2022

Refresco Beverages US Inc. Pension Plan

Data updated 2026-08-25

$269K
Total assets Small plan by assets
140
Participants Small participant base
13th
Percentile by assets National rank
$1,924
Avg per participant Low balance/head
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Official DOL plan name: Refresco Union Employees' Retirement Plan · Sponsored by Refresco Beverages US Inc. · Florida · Manufacturing

$269K in assets, 140 participants

Refresco Beverages US Inc.'s Refresco Union Employees' Retirement Plan reported $269K in total assets and 140 participants in its 2022 DOL Form 5500 filing, ranking in the 13th 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.

  • #1,056 in Manufacturing (20,602 peers)

Coverage in Florida

Refresco Union Employees' Retirement Plan covers 140 participants in Florida, about 22% of the average Florida filer (state average ~628 per filing). Assets: $269K.

#1,056
in Manufacturing (20,602 peers)
+491.5%
assets growth YoY

Refresco Union Employees' Retirement Plan among the smaller filed plans by assets

Refresco Union Employees' Retirement Plan vs every filed plan by assets

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

$269,290 13th percentile higher than 13% 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

Refresco Union Employees' Retirement 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. Refresco Union Employees' Retirement Plan sits mid-pack in the medium band (140 participants).

EBSA filing schedule strip

Filing strip 581947565 · Refresco Beverages US Inc. PY 2022 · Defined Benefit (Pension)

Refresco Union Employees' Retirement Plan · $269K · 140 · 13th

  • NET $269K
  • NET 140
  • NET 13th
  • NET Defined Benefit (Pension)
  • NET near UAW Local 509 Supplemental Defined Benefit Plan
  • NET ind #1056

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 →

Refresco Union Employees' Retirement Plan in the asset neighbourhood

Refresco Union Employees' Retirement PlanRefresco Union Employees' Re…$269KUAW Local 509 Supplemental Defined Benefit PlanUAW Local 509 Supplemental D…$270KDougherty Dental Corporation Defined Benefit Pension PlanDougherty Dental Corporation…$266KAsian American Senior Citizens Service CenterAsian American Senior Citize…$266KUfcw Local 1262 and Employers Non Food Pension FundUfcw Local 1262 and Employer…$273K
End-of-year total assets ($M) among Refresco Union Employees' Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$46K
Net Assets (End of Year)$269K
Net Income$224K
Employer EIN581947565
Plan Effective Date2021-10-30
Filing StatusFILING 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
$160M$180M$200M$220M$240M 202220232024 $178M $219M ▲ +23.2%
Year Plans Participants Total Assets
2022 2 4,008 $178M
2023 2 4,954 $209M
2024 2 5,526 $219M

Nearby Defined Benefit (Pension) Plans in Florida

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Refresco Union Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -202468 Total assets ($B) Participants Refresco Union Employees' Retirement Plan, Total assets ($B): 0.00026929 · Participants: 140Refresco Union Employees' Retirement PlanL3harris Aviation Products Pension Plan, Total assets ($B): 6.623750939 · Participants: 10L3harris Aviation Products Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 4.827563863 · Participants: 13210Nextera Energy, Inc. Employee Pension PlanCsx Pension Plan, Total assets ($B): 2.20978 · Participants: 2728Csx Pension PlanRetirement Benefit Accumulation Plan for Employees of Pwc LLP, Total assets ($B): 1.852268551 · Participants: 5861Retirement Benefit Accumulation Plan for Employees of Pwc LLPPricewaterhousecoopers LLP Retirement Accumulation Plan for Partners, Total assets ($B): 1.789426694 · Participants: 3819Pricewaterhousecoopers LLP Retirement Accumulation Plan for Partners
Refresco Union Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Refresco Union Employees' Retirement Plan side-by-side with 3 peers →

Refresco Union Employees' Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is UAW Local 509 Supplemental Defined Benefit Plan in CA ($270K); by covered participants it is Sheet Metal Workers Local 218 (C) Pension Plan in MO (140 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (140 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 Refresco Union Employees' Retirement Plan assets move in 2022? ▼
Refresco Union Employees' Retirement Plan surged - up 491.5% during 2022, from $46K to $269K. Reported net income was $224K.
How have Refresco Beverages US Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Refresco Beverages US Inc.'s sponsor-wide assets grew 23.2%, from $178M to $219M.
Where does Refresco Union Employees' Retirement Plan rank by assets among Form 5500 filers? ▼
Refresco Union Employees' Retirement Plan ranks in the 13th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Refresco Union Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is UAW Local 509 Supplemental Defined Benefit Plan in CA ($270K, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Refresco Union Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Sheet Metal Workers Local 218 (C) Pension Plan in MO (140 participants, $56M 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 581947565.

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.