401(k) · DOL Form 5500 · 2023
Refresco Beverages US Inc. 401(k) Plan
Data updated 2026-08-11
- $208M
- Total assets
- 4,493
- Participants
- 95th
- Percentile by assets
- $46,224
- Avg per participant
Official DOL plan name: The Refresco USA 401(k)Savings & Retirement Plan · Sponsored by Refresco Beverages US Inc. · Florida · Manufacturing
$208M in assets, 4,493 participants
Refresco Beverages US Inc.'s The Refresco USA 401(k)Savings & Retirement Plan reported $208M in total assets and 4,493 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 127,072 plans)
- #17,222 in Manufacturing (18,722 peers)
Coverage in Florida
The Refresco USA 401(k)Savings & Retirement Plan covers 4,493 participants in Florida, 7.2x the typical Florida plan (state average ~628 per filing). Assets: $208M.
- $208M
- total plan assets (2023 EOY)
- 4,493
- covered participants
- 95th
- percentile by assets (of 127,072 plans)
- $46,224
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Refresco USA 401(k)Savings & Retirement Plan reported net income rose from -$13M in the plan year 2022 filing to $30M in the plan year 2023 filing.
- The Refresco USA 401(k)Savings & Retirement Plan end-of-year assets rose from $177M in the plan year 2022 filing to $208M in the plan year 2023 filing.
- The Refresco USA 401(k)Savings & Retirement Plan reported participants rose from 3,868 in the plan year 2022 filing to 4,493 in the plan year 2023 filing.
Participants vs Florida filers
In Florida, the average filing covers about 628 participants across 6,617 plans. The Refresco USA 401(k)Savings & Retirement Plan reports 4,493 participants - 7.2x that state average ($208M EOY assets).
Florida filing particulars
| Total Assets (Beginning of Year) | $177M |
|---|---|
| Net Assets (End of Year) | $208M |
| Net Income | $30M |
| Employer EIN | 581947565 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Refresco Beverages US Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,008 | $178M |
| 2023 | 2 | 4,954 | $209M |
| 2024 | 2 | 5,526 | $219M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
The Refresco USA 401(k)Savings & Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to The Refresco USA 401(k)Savings & Retirement Plan by total assets, not by location.
- Science Systems and Applications, Inc. 401(k) Profit Sharing Plan and Trust (MD) $208M · 989
- Anschutz Entertainment Group, Inc. 401(k) Plan (CA) $208M · 3,695
- Filtration Group 401(k) Retirement Savings Plan (IL) $208M · 2,908
- Integrity Marketing Group 401(k) Plan (TX) $207M · 5,588
Frequently Asked Questions
How did The Refresco USA 401(k)Savings & Retirement Plan assets move in 2023? ▼
How have Refresco Beverages US Inc. plan assets changed over time? ▼
Where does The Refresco USA 401(k)Savings & Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to The Refresco USA 401(k)Savings & Retirement Plan? ▼
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Filing takeaways
Ways to act on The Refresco USA 401(k)Savings & Retirement Plan's numbers.
- By total assets, The Refresco USA 401(k)Savings & Retirement 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 Florida. Compare plans
- Refresco Beverages US Inc.'s sponsor-wide assets have grown 23.2% since 2022 across 3 plan years on file. More Manufacturing plans