401(k) · DOL Form 5500 · 2023

The Vita Coco Company, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
204
Participants Below avg headcount
67th
Percentile by assets National rank
$74,045
Avg per participant Below avg balance/head
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Official DOL plan name: The Vita Coco Company, Inc. 401(k) Plan · Sponsored by The Vita Coco Company, Inc. · New York · Wholesale Trade

$15M in assets, 204 participants

The Vita Coco Company, Inc.'s The Vita Coco Company, Inc. 401(k) Plan reported $15M in total assets and 204 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #3,918 in Wholesale Trade (6,309 peers)

Coverage in New York

The Vita Coco Company, Inc. 401(k) Plan covers 204 participants in New York, about 26% of the average New York filer (state average ~798 per filing). Assets: $15M.

#3,918
in Wholesale Trade (6,309 peers)
+33.1%
assets growth YoY

The Vita Coco Company, Inc. 401(k) Plan's outsized position by total assets

The Vita Coco Company, Inc. 401(k) Plan vs every filed plan by assets

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

$15,105,218 Top 33% higher than 67% 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

The Vita Coco Company, Inc. 401(k) 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. The Vita Coco Company, Inc. 401(k) Plan sits mid-pack in the medium band (204 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Vita Coco Company, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • The Vita Coco Company, Inc. 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • The Vita Coco Company, Inc. 401(k) Plan reported participants rose from 185 in the plan year 2022 filing to 204 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 113713156 · The Vita Coco Company, Inc. PY 2023 · 401(k)

The Vita Coco Company, Inc. 401(k) Plan · $15M · 204 · 67th

  • 5500 $15M
  • ASSETS 204
  • PCT 67th
  • EIN 401(k)
  • RANK near Bremer Whyte Brown & Omeara Ll 401(k) Profit Sharing Plan & Trust
  • PHOTO ind #3918

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 Wholesale Trade retirement plans → · Plans in New York →

The Vita Coco Company, Inc. 401(k) Plan in the asset neighbourhood

The Vita Coco Company, Inc. 401(k) PlanThe Vita Coco Company, Inc. …$15MBremer Whyte Brown & Omeara Ll 401(k) Profit Sharing Plan & TrustBremer Whyte Brown & Omeara …$15MLos Angeles Tourism & Convention Board 401(k) PlanLos Angeles Tourism & Conven…$15M1password 401(k) Plan$15MLinksys USA, Inc. Retirement PlanLinksys USA, Inc. Retirement…$15M
End-of-year total assets ($M) among The Vita Coco Company, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$15M
Net Income$4M
Employer EIN113713156
Plan Effective Date2010-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Vita Coco Company, Inc.)

Sponsor-wide plan assets over time

All The Vita Coco Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 73.45331724476584% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $11.4M $19.7M ▲ +73.4%
Year Plans Participants Total Assets
2022 1 185 $11M
2023 1 204 $15M
2024 1 211 $20M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Vita Coco Company, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The Vita Coco Company, Inc. 401(k) Plan, Total assets ($B): 0.015105218 · Participants: 204The Vita Coco Company, Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
The Vita Coco Company, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Vita Coco Company, Inc. 401(k) Plan side-by-side with 3 peers →

The Vita Coco Company, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Bremer Whyte Brown & Omeara Ll 401(k) Profit Sharing Plan & Trust in NV ($15M); by covered participants it is Bankprov 401(k) Plan in MA (204 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (204 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 The Vita Coco Company, Inc. 401(k) Plan assets move in 2023? ▼
The Vita Coco Company, Inc. 401(k) Plan surged - up 33.1% during 2023, from $11M to $15M. Reported net income was $4M.
How have The Vita Coco Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Vita Coco Company, Inc.'s sponsor-wide assets grew 73.5%, from $11M to $20M.
Which 401(k) plans are similar in size to The Vita Coco Company, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bremer Whyte Brown & Omeara Ll 401(k) Profit Sharing Plan & Trust in NV ($15M, 316 participants).
Which 401(k) plans cover a similar participant headcount to The Vita Coco Company, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bankprov 401(k) Plan in MA (204 participants, $25M 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 113713156.

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.