Defined Benefit (Pension) · DOL Form 5500 · 2023

Refresco Beverages US Inc. Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
461
Participants Below avg headcount
25th
Percentile by assets National rank
$2,553
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

$1M in assets, 461 participants

Refresco Beverages US Inc.'s Refresco Union Employees' Retirement Plan reported $1M in total assets and 461 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #2,081 in Manufacturing (18,722 peers)

Refresco Beverages US Inc. multi-year trail

Refresco Beverages US Inc.'s plans moved +23.2% in assets from 2022 to 2024; this filing shows Refresco Union Employees' Retirement Plan at $1M / 461 participants.

#2,081
in Manufacturing (18,722 peers)
+337.0%
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 2023 · DOL Form 5500

$1,176,867 25th percentile higher than 25% 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

Refresco Union Employees' Retirement 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. Refresco Union Employees' Retirement Plan sits mid-pack in the medium band (461 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Refresco Union Employees' Retirement Plan end-of-year assets rose from $269K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Refresco Union Employees' Retirement Plan reported net income rose from $224K in the plan year 2022 filing to $908K in the plan year 2023 filing.
  • Refresco Union Employees' Retirement Plan reported participants rose from 140 in the plan year 2022 filing to 461 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 581947565 · Refresco Beverages US Inc. PY 2023 · Defined Benefit (Pension)

Refresco Union Employees' Retirement Plan · $1M · 461 · 25th

  • PART $1M
  • PART 461
  • PART 25th
  • PART Defined Benefit (Pension)
  • PART near Slam Book Inc Defined Benefit Pension Plan
  • PART ind #2081

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…$1MSlam Book Inc Defined Benefit Pension PlanSlam Book Inc Defined Benefi…$1MBackstage Equipment, Inc. Defined Benefit PlanBackstage Equipment, Inc. De…$1MOrthopedic Institute - Gallivan Defined Benefit Pension PlanOrthopedic Institute - Galli…$1MEmployee Benefits Plan of ChildhavenEmployee Benefits Plan of Ch…$1M
End-of-year total assets ($M) among Refresco Union Employees' Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Refresco Beverages US Inc. multi-year asset trail

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

Refresco Beverages US Inc. filing trail (2023)

Total Assets (Beginning of Year)$269K
Net Assets (End of Year)$1M
Net Income$908K
Employer EIN581947565
Plan Effective Date2021-10-30
Filing StatusFILING RECEIVED

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 -20246810 Total assets ($B) Participants Refresco Union Employees' Retirement Plan, Total assets ($B): 0.001176867 · Participants: 461Refresco Union Employees' Retirement PlanL3harris Technologies Consolidated Pension Plan, Total assets ($B): 7.749240033 · Participants: 4676L3harris Technologies Consolidated Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 5.124263985 · Participants: 13121Nextera Energy, Inc. Employee Pension PlanCsx Pension Plan, Total assets ($B): 2.367781795 · Participants: 2446Csx Pension PlanRetirement Accumulation Plan for Partners of Pwc, Total assets ($B): 2.24071421 · Participants: 3967Retirement Accumulation Plan for Partners of PwcRetirement Benefit Accumulation Plan for Employees of Pwc, Total assets ($B): 1.916753026 · Participants: 5514Retirement Benefit Accumulation Plan for Employees of Pwc
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 Slam Book Inc Defined Benefit Pension Plan in CA ($1M); by covered participants it is Bechtel Plant Machinery, Inc. Pension Plan in PA (461 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (461 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 Refresco Union Employees' Retirement Plan assets move in 2023? ▼
Refresco Union Employees' Retirement Plan surged - up 337.0% during 2023, from $269K to $1M. Reported net income was $908K.
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 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
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 Slam Book Inc Defined Benefit Pension Plan in CA ($1M, 2 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 Bechtel Plant Machinery, Inc. Pension Plan in PA (461 participants, $347M 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 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.