401(k) · DOL Form 5500 · 2023
Coca-Cola Southwest Beverage LLC 401(k) Plan
Data updated 2026-08-11
- $543M
- Total assets
- 8,037
- Participants
- 98th
- Percentile by assets
- $67,590
- Avg per participant
Official DOL plan name: Coca-Cola Southwest Beverages 401(k) Plan · Sponsored by Coca-Cola Southwest Beverage LLC · Texas · Manufacturing
$543M in assets, 8,037 participants
Coca-Cola Southwest Beverage LLC's Coca-Cola Southwest Beverages 401(k) Plan reported $543M in total assets and 8,037 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 127,072 plans)
- #17,988 in Manufacturing (18,722 peers)
Coverage in Texas
Coca-Cola Southwest Beverages 401(k) Plan covers 8,037 participants in Texas, 12x the typical Texas plan (state average ~688 per filing). Assets: $543M.
- $543M
- total plan assets (2023 EOY)
- 8,037
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $67,590
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Coca-Cola Southwest Beverages 401(k) Plan reported net income rose from -$74M in the plan year 2022 filing to $77M in the plan year 2023 filing.
- Coca-Cola Southwest Beverages 401(k) Plan end-of-year assets rose from $467M in the plan year 2022 filing to $543M in the plan year 2023 filing.
- Coca-Cola Southwest Beverages 401(k) Plan reported participants rose from 7,494 in the plan year 2022 filing to 8,037 in the plan year 2023 filing.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Coca-Cola Southwest Beverages 401(k) Plan reports 8,037 participants - 12x that state average ($543M EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $467M |
|---|---|
| Net Assets (End of Year) | $543M |
| Net Income | $77M |
| Employer EIN | 813909618 |
| Plan Effective Date | 2017-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Coca-Cola Southwest Beverage LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7,494 | $467M |
| 2023 | 1 | 8,037 | $543M |
| 2024 | 1 | 11,677 | $589M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Coca-Cola Southwest Beverages 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Scale composition for Coca-Cola Southwest Beverages 401(k) Plan
Coca-Cola Southwest Beverages 401(k) Plan reports $543M in end-of-year assets across 8,037 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $67,590 per participant (49% of the national average assets-per-participant) . Net income for plan year 2023 was $77M.
This plan identity (EIN 813909618, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $467M to $589M (+26.2%) while covered participants moved from 7,494 to 11,677 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,494 | $467M | Open filing |
| 2023 | 8,037 | $543M | This page |
| 2024 · index core | 11,677 | $589M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Coca-Cola Southwest Beverages 401(k) Plan (401(k), $589M, 11,677 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Coca-Cola Southwest Beverages 401(k) Plan by total assets, not by location.
- D.a. Davidson Companies Retirement Savings and Profit Sharing Plan (MT) $543M · 1,580
- 401(k) Plan for the Washington Post and Companies (WA) $543M · 2,480
- Simon Property Group and Adopting Entities Matching Savings Plan (IN) $543M · 3,390
- Hntb Retirement and Savings Plan (MO) $543M · 5,518
Frequently Asked Questions
How did Coca-Cola Southwest Beverages 401(k) Plan assets move in 2023? ▼
How have Coca-Cola Southwest Beverage LLC plan assets changed over time? ▼
Where does Coca-Cola Southwest Beverages 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Coca-Cola Southwest Beverages 401(k) Plan? ▼
Next read for Coca-Cola Southwest Beverages 401(k) Pla…
Filing takeaways
Ways to act on Coca-Cola Southwest Beverages 401(k) Plan's numbers.
- By total assets, Coca-Cola Southwest Beverages 401(k) 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 Texas. Compare plans
- Coca-Cola Southwest Beverage LLC's sponsor-wide assets have grown 26.2% since 2022 across 3 plan years on file. More Manufacturing plans