401(k) · DOL Form 5500 · 2023

Coke Management Group 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
229
Participants Below avg headcount
34th
Percentile by assets National rank
$11,450
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Coke Management Group 401(k) Plan · Sponsored by Coke Management Group · Texas · Professional & Technical Services

$3M in assets, 229 participants

Coke Management Group's Coke Management Group 401(k) Plan reported $3M in total assets and 229 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,181 in Professional & Technical Services (20,321 peers)

Coverage in Texas

Coke Management Group 401(k) Plan covers 229 participants in Texas, about 33% of the average Texas filer (state average ~688 per filing). Assets: $3M.

#6,181
in Professional & Technical Services (20,321 peers)
+73.4%
assets growth YoY

Coke Management Group 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Coke Management Group 401(k) Plan vs every filed plan by assets

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

$2,622,011 34th percentile higher than 34% 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

Coke Management Group 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. Coke Management Group 401(k) Plan sits mid-pack in the medium band (229 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Coke Management Group 401(k) Plan reported net income rose from $570K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Coke Management Group 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Coke Management Group 401(k) Plan reported participants rose from 226 in the plan year 2022 filing to 229 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 270819333 · Coke Management Group PY 2023 · 401(k)

Coke Management Group 401(k) Plan · $3M · 229 · 34th

  • NET $3M
  • BOOK 229
  • VS-ST 34th
  • BOY 401(k)
  • SCH near Evolve Technologies Corporation 401(k) Plan
  • EBSA ind #6181

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 Professional & Technical Services retirement plans → · Plans in Texas →

Coke Management Group 401(k) Plan in the asset neighbourhood

Coke Management Group 401(k) PlanCoke Management Group 401(k)…$3MEvolve Technologies Corporation 401(k) PlanEvolve Technologies Corporat…$3MDebt One, LLC 401(k) Retirement PlanDebt One, LLC 401(k) Retirem…$3MNorthern Brewer Retirement PlanNorthern Brewer Retirement P…$3MDarrell a. Meeks, Dds, Ltd Profit Sharing PlanDarrell a. Meeks, Dds, Ltd P…$3M
End-of-year total assets ($M) among Coke Management Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$1M
Employer EIN270819333
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Coke Management Group)

Sponsor-wide plan assets over time

All Coke Management Group plans reported in each filing year

Latest sponsor-wide plan assets
$4M 154.86850432389286% vs 2022
2024 filing year
$1M$2M$3M$4M$5M 202220232024 $1.51M $3.85M ▲ +155.0%
Year Plans Participants Total Assets
2022 1 226 $2M
2023 1 229 $3M
2024 1 185 $4M

Nearby 401(k) Plans in Texas

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

Coke Management Group 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Coke Management Group 401(k) Plan, Total assets ($B): 0.002622011 · Participants: 229Coke Management Group 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
Coke Management Group 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Coke Management Group 401(k) Plan side-by-side with 3 peers →

Coke Management Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Evolve Technologies Corporation 401(k) Plan in NH ($3M); by covered participants it is P3 Health Partners 401(k) Plan in NV (229 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (229 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 Coke Management Group 401(k) Plan assets move in 2023? ▼
Coke Management Group 401(k) Plan surged - up 73.4% during 2023, from $2M to $3M. Reported net income was $1M.
How have Coke Management Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coke Management Group's sponsor-wide assets grew 154.9%, from $2M to $4M.
Which 401(k) plans are similar in size to Coke Management Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Evolve Technologies Corporation 401(k) Plan in NH ($3M, 10 participants).
Which 401(k) plans cover a similar participant headcount to Coke Management Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is P3 Health Partners 401(k) Plan in NV (229 participants, $2M 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 270819333.

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.