401(k) · DOL Form 5500 · 2022

Caribbean Refrescos, Inc. 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
278
Participants Below avg headcount
88th
Percentile by assets National rank
$181,175
Avg per participant Above avg balance/head
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Official DOL plan name: Caribbean Refrescos, Inc. Thrift Plan · Sponsored by Caribbean Refrescos, Inc. · Puerto Rico · Manufacturing

$50M in assets, 278 participants

Caribbean Refrescos, Inc.'s Caribbean Refrescos, Inc. Thrift Plan reported $50M in total assets and 278 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #16,984 in Manufacturing (20,602 peers)

Coverage in Puerto Rico

Caribbean Refrescos, Inc. Thrift Plan covers 278 participants in Puerto Rico, 3.1x the typical Puerto Rico plan (state average ~89 per filing). Assets: $50M.

#16,984
in Manufacturing (20,602 peers)
-4.9%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Caribbean Refrescos, Inc. Thrift Plan's outsized position by total assets

Caribbean Refrescos, Inc. Thrift Plan vs every filed plan by assets

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

$50,366,760 Top 12% higher than 88% 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

Caribbean Refrescos, Inc. Thrift 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. Caribbean Refrescos, Inc. Thrift Plan sits mid-pack in the medium band (278 participants).

Published 5500 schedule card

Filing strip 660276572 · Caribbean Refrescos, Inc. PY 2022 · 401(k)

Caribbean Refrescos, Inc. Thrift Plan · $50M · 278 · 88th

  • ASSETS $50M
  • PCT 278
  • EIN 88th
  • RANK 401(k)
  • PHOTO near Quintairos Prieto Wood & Boyer P.a. 401(k) Plan
  • IND ind #16984

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 Puerto Rico →

Caribbean Refrescos, Inc. Thrift Plan in the asset neighbourhood

Bronx Center Healthcare Systems 401(k) PlanBronx Center Healthcare Syst…$50MCaribbean Refrescos, Inc. Thrift PlanCaribbean Refrescos, Inc. Th…$50MQuintairos Prieto Wood & Boyer P.a. 401(k) PlanQuintairos Prieto Wood & Boy…$50MKonami Gaming, Inc. Savings & Retirement PlanKonami Gaming, Inc. Savings …$50MRuffalo Noel Levitz 401(k) PlanRuffalo Noel Levitz 401(k) P…$50M
End-of-year total assets ($M) among Caribbean Refrescos, Inc. Thrift Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$50M
Net Income-$3M
Employer EIN660276572
Plan Effective Date1989-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Caribbean Refrescos, Inc.)

Sponsor-wide plan assets over time

All Caribbean Refrescos, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$53M 6.172110336261455% vs 2022
2024 filing year
$50M$51M$52M$53M$54M 202220232024 $50.4M $53.5M ▲ +6.2%
Year Plans Participants Total Assets
2022 1 278 $50M
2023 1 266 $51M
2024 1 275 $53M

Nearby 401(k) Plans in Puerto Rico

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

Caribbean Refrescos, Inc. Thrift Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -10000100020003000 0100200300400500 Total assets ($M) Participants Caribbean Refrescos, Inc. Thrift Plan, Total assets ($M): 50.36676 · Participants: 278Caribbean Refrescos, Inc. Thrift PlanPfizer Savings Plan for Employees Resident in Puerto Rico, Total assets ($M): 395.719328 · Participants: 99Pfizer Savings Plan for Employees Resident in Puerto RicoMsd Puerto Rico Savings and Security Plan, Total assets ($M): 199.441427 · Participants: 680Msd Puerto Rico Savings and Security PlanInter American University of Pr Defined Contribution Retirement Plan, Total assets ($M): 173.134958 · Participants: 1776Inter American University of Pr Defined Contribution Retirement PlanPopular, Inc. USA 401(k) Savings & Investment Plan, Total assets ($M): 126.787407 · Participants: 806Popular, Inc. USA 401(k) Savings & Investment PlanFirst Bank 401(k) Retirement Plan for Residents of Puerto Rico, Total assets ($M): 118.043413 · Participants: 2767First Bank 401(k) Retirement Plan for Residents of Puerto Rico
Caribbean Refrescos, Inc. Thrift Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants
Compare Caribbean Refrescos, Inc. Thrift Plan side-by-side with 3 peers →

Caribbean Refrescos, Inc. Thrift Plan's out-of-state 401(k) peers by assets and headcount

Outside Puerto Rico, the nearest 401(k) by assets is Quintairos Prieto Wood & Boyer P.a. 401(k) Plan in FL ($50M); by covered participants it is Laird Technologies, Inc. 401(k) and Profit Sharing Plan in MO (278 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($50M here).

Similar participant headcount

Nearest other-state filings by covered participants (278 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 Caribbean Refrescos, Inc. Thrift Plan assets move in 2022? ▼
Caribbean Refrescos, Inc. Thrift Plan edged down modestly - down 4.9% during 2022, from $53M to $50M. Reported net income was -$3M.
How have Caribbean Refrescos, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caribbean Refrescos, Inc.'s sponsor-wide assets grew 6.2%, from $50M to $53M.
Where does Caribbean Refrescos, Inc. Thrift Plan rank by assets among Form 5500 filers? ▼
Caribbean Refrescos, Inc. Thrift Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Caribbean Refrescos, Inc. Thrift Plan? ▼
Among 401(k) plans in other states, the closest by assets is Quintairos Prieto Wood & Boyer P.a. 401(k) Plan in FL ($50M, 659 participants).
Which 401(k) plans cover a similar participant headcount to Caribbean Refrescos, Inc. Thrift Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Laird Technologies, Inc. 401(k) and Profit Sharing Plan in MO (278 participants, N/A 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 660276572.

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.