401(k) · DOL Form 5500 · 2023

Caribbean Refrescos, Inc. 401(k) Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
266
Participants Below avg headcount
86th
Percentile by assets National rank
$193,277
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

$51M in assets, 266 participants

Caribbean Refrescos, Inc.'s Caribbean Refrescos, Inc. Thrift Plan reported $51M in total assets and 266 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #14,881 in Manufacturing (18,722 peers)

Coverage in Puerto Rico

Caribbean Refrescos, Inc. Thrift Plan covers 266 participants in Puerto Rico, 3.0x the typical Puerto Rico plan (state average ~89 per filing). Assets: $51M.

#14,881
in Manufacturing (18,722 peers)
+2.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$51,411,753 Top 14% higher than 86% of 127,068 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 2023

Caribbean Refrescos, Inc. Thrift Plan among mid-size filed plans by headcount

Plan-year 2023 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 (266 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Caribbean Refrescos, Inc. Thrift Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Caribbean Refrescos, Inc. Thrift Plan reported participants fell from 278 in the plan year 2022 filing to 266 in the plan year 2023 filing.
  • Caribbean Refrescos, Inc. Thrift Plan end-of-year assets rose from $50M in the plan year 2022 filing to $51M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 660276572 · Caribbean Refrescos, Inc. PY 2023 · 401(k)

Caribbean Refrescos, Inc. Thrift Plan · $51M · 266 · 86th

  • NET $51M
  • BOOK 266
  • VS-ST 86th
  • BOY 401(k)
  • SCH near Employees' 401(k) Profit Sharing Plan of Freehill, Hogan & Mahar LLP
  • EBSA ind #14881

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

Caribbean Refrescos, Inc. Thrift PlanCaribbean Refrescos, Inc. Th…$51MEmployees' 401(k) Profit Sharing Plan of Freehill, Hogan & Mahar LLPEmployees' 401(k) Profit Sha…$51MAmobee Inc. 401(k) Plan$51MEpson Portland Inc. 401(k) Savings and Retirement PlanEpson Portland Inc. 401(k) S…$51MBradley/Dixie Companies Retirement PlanBradley/Dixie Companies Reti…$51M
End-of-year total assets ($M) among Caribbean Refrescos, Inc. Thrift Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$51M
Net Income$1M
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. -100001000200030004000 0100200300400500 Total assets ($M) Participants Caribbean Refrescos, Inc. Thrift Plan, Total assets ($M): 51.411753 · Participants: 266Caribbean Refrescos, Inc. Thrift PlanPfizer Savings Plan for Employees Resident in Puerto Rico, Total assets ($M): 385.326556 · Participants: 87Pfizer Savings Plan for Employees Resident in Puerto RicoMsd Puerto Rico Savings and Security Plan, Total assets ($M): 224.042082 · Participants: 679Msd Puerto Rico Savings and Security PlanInter American University of Pr Defined Contribution Retirement Plan, Total assets ($M): 187.642756 · Participants: 1601Inter American University of Pr Defined Contribution Retirement PlanPopular, Inc. USA 401(k) Savings & Investment Plan, Total assets ($M): 149.554638 · Participants: 867Popular, Inc. USA 401(k) Savings & Investment PlanFirstbank 401(k) Retirement Plan for Residents of Puerto Rico, Total assets ($M): 142.903396 · Participants: 2875Firstbank 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 Employees' 401(k) Profit Sharing Plan of Freehill, Hogan & Mahar LLP in NY ($51M); by covered participants it is First Heritage Credit, LLC 401(k) Profit Sharing Plan in MS (266 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (266 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Caribbean Refrescos, Inc. Thrift Plan edged up modestly - up 2.1% during 2023, from $50M to $51M. Reported net income was $1M.
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 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Employees' 401(k) Profit Sharing Plan of Freehill, Hogan & Mahar LLP in NY ($51M, 33 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 First Heritage Credit, LLC 401(k) Profit Sharing Plan in MS (266 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.