401(k) · DOL Form 5500 · 2023

Coca-Cola Southwest Beverage LLC 401(k) Plan

Data updated 2026-08-25

$543M
Total assets Above avg plan size
8,037
Participants Very large workforce
98th
Percentile by assets National rank
$67,590
Avg per participant Below avg balance/head
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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.

  • #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.

#17,988
in Manufacturing (18,722 peers)
+16.4%
assets growth YoY
5.5×
vs typical plan assets (national mean)

Coca-Cola Southwest Beverages 401(k) Plan's outsized position by total assets

Coca-Cola Southwest Beverages 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$543,218,631 Top 2% higher than 98% 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

Coca-Cola Southwest Beverages 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Coca-Cola Southwest Beverages 401(k) Plan lands in the large band (8,037 participants).

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.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 813909618 · Coca-Cola Southwest Beverage LLC PY 2023 · 401(k)

Coca-Cola Southwest Beverages 401(k) Plan · $543M · 8,037 · 98th

  • BOY $543M
  • SCH 8,037
  • EBSA 98th
  • PART 401(k)
  • TYPE near D.a. Davidson Companies Retirement Savings and Profit Sharing Plan
  • NET ind #17988

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 Texas →

Coca-Cola Southwest Beverages 401(k) Plan in the asset neighbourhood

Coca-Cola Southwest Beverages 401(k) PlanCoca-Cola Southwest Beverage…$543MD.a. Davidson Companies Retirement Savings and Profit Sharing PlanD.a. Davidson Companies Reti…$543M401(k) Plan for the Washington Post and Companies401(k) Plan for the Washingt…$543MSimon Property Group and Adopting Entities Matching Savings PlanSimon Property Group and Ado…$543MHntb Retirement and Savings PlanHntb Retirement and Savings …$543M
End-of-year total assets ($M) among Coca-Cola Southwest Beverages 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$467M
Net Assets (End of Year)$543M
Net Income$77M
Employer EIN813909618
Plan Effective Date2017-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Coca-Cola Southwest Beverage LLC)

Sponsor-wide plan assets over time

All Coca-Cola Southwest Beverage LLC plans reported in each filing year

Latest sponsor-wide plan assets
$589M 26.243909527193708% vs 2022
2024 filing year
$450M$500M$550M$600M$650M 202220232024 $467M $589M ▲ +26.2%
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 Scatter plot of 6 data points. 050000100000150000 -1001020304050 Total assets ($B) Participants Coca-Cola Southwest Beverages 401(k) Plan, Total assets ($B): 0.543218631 · Participants: 8037Coca-Cola Southwest Beverages 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Coca-Cola Southwest Beverages 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Coca-Cola Southwest Beverages 401(k) Plan side-by-side with 3 peers →

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's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is D.a. Davidson Companies Retirement Savings and Profit Sharing Plan in MT ($543M); by covered participants it is Federal National Mortgage Association Retirement Savings Plan for Employees in DC (8,044 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8,037 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 Coca-Cola Southwest Beverages 401(k) Plan assets move in 2023? ▼
Coca-Cola Southwest Beverages 401(k) Plan grew sharply - up 16.4% during 2023, from $467M to $543M. Reported net income was $77M.
How have Coca-Cola Southwest Beverage LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coca-Cola Southwest Beverage LLC's sponsor-wide assets grew 26.2%, from $467M to $589M.
Where does Coca-Cola Southwest Beverages 401(k) Plan rank by assets among Form 5500 filers? ▼
Coca-Cola Southwest Beverages 401(k) Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Coca-Cola Southwest Beverages 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is D.a. Davidson Companies Retirement Savings and Profit Sharing Plan in MT ($543M, 1,580 participants).
Which 401(k) plans cover a similar participant headcount to Coca-Cola Southwest Beverages 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Federal National Mortgage Association Retirement Savings Plan for Employees in DC (8,044 participants, $3.9B 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 813909618.

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.