Defined Benefit (Pension) · DOL Form 5500 · 2024

Refresco Beverages US Inc. Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
462
Participants Below avg headcount
30th
Percentile by assets National rank
$4,748
Avg per participant Low balance/head
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Official DOL plan name: Refresco Union Employees' Retirement Plan · Sponsored by Refresco Beverages US Inc. · Florida · Manufacturing

$2M in assets, 462 participants

Refresco Beverages US Inc.'s Refresco Union Employees' Retirement Plan reported $2M in total assets and 462 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #2,611 in Manufacturing (17,777 peers)

Refresco Beverages US Inc. multi-year trail

Refresco Beverages US Inc.'s plans moved +23.2% in assets from 2022 to 2024; this filing shows Refresco Union Employees' Retirement Plan at $2M / 462 participants.

#2,611
in Manufacturing (17,777 peers)
+86.4%
assets growth YoY

Refresco Union Employees' Retirement Plan among the smaller filed plans by assets

Refresco Union Employees' Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,193,394 30th percentile higher than 30% of 123,620 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 2024

Refresco Union Employees' Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Refresco Union Employees' Retirement Plan sits mid-pack in the medium band (462 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Refresco Union Employees' Retirement Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Refresco Union Employees' Retirement Plan reported net income rose from $908K in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 581947565 · Refresco Beverages US Inc. PY 2024 · Defined Benefit (Pension)

Refresco Union Employees' Retirement Plan · $2M · 462 · 30th

  • RANK $2M
  • PHOTO 462
  • IND 30th
  • EOY Defined Benefit (Pension)
  • 5500 near Water Saver Faucet Co. Union Employees Pension Plan & Trust
  • ASSETS ind #2611

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 Florida →

Refresco Union Employees' Retirement Plan in the asset neighbourhood

The Perry Company Retirement Plan and TrustThe Perry Company Retirement…$2MRefresco Union Employees' Retirement PlanRefresco Union Employees' Re…$2MWater Saver Faucet Co. Union Employees Pension Plan & TrustWater Saver Faucet Co. Union…$2MExeter Capital Management, LLC Defined Benefit Pension PlanExeter Capital Management, L…$2MChristian H. Nguyen, Dds Inc. Defined Benefit PlanChristian H. Nguyen, Dds Inc…$2M
End-of-year total assets ($M) among Refresco Union Employees' Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Refresco Beverages US Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Refresco Beverages US Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$219M 23.19927298634332% vs 2022
2024 filing year
$160M$180M$200M$220M$240M 202220232024 $178M $219M ▲ +23.2%
Year Plans Participants Total Assets
2022 2 4,008 $178M
2023 2 4,954 $209M
2024 2 5,526 $219M

Refresco Beverages US Inc. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$1M
Employer EIN581947565
Plan Effective Date2021-10-30
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Florida

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Refresco Union Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants Refresco Union Employees' Retirement Plan, Total assets ($B): 0.002193394 · Participants: 462Refresco Union Employees' Retirement PlanL3harris Technologies Consolidated Pension Plan, Total assets ($B): 7.598643443 · Participants: 4996L3harris Technologies Consolidated Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 5.345055504 · Participants: 14419Nextera Energy, Inc. Employee Pension PlanRetirement Accumulation Plan for Partners of Pwc, Total assets ($B): 2.667043153 · Participants: 3950Retirement Accumulation Plan for Partners of PwcCsx Pension Plan, Total assets ($B): 2.291461429 · Participants: 2293Csx Pension PlanRetirement Benefit Accumulation Plan for Employees of Pwc, Total assets ($B): 1.933306082 · Participants: 5001Retirement Benefit Accumulation Plan for Employees of Pwc
Refresco Union Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Refresco Union Employees' Retirement Plan side-by-side with 3 peers →

Refresco Union Employees' Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Water Saver Faucet Co. Union Employees Pension Plan & Trust in IL ($2M); by covered participants it is Iron Workers' Locals No. 15 & 424 Pension Plan in CT (462 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (462 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Refresco Union Employees' Retirement Plan assets move in 2024? ▼
Refresco Union Employees' Retirement Plan surged - up 86.4% during 2024, from $1M to $2M. Reported net income was $1M.
How have Refresco Beverages US Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Refresco Beverages US Inc.'s sponsor-wide assets grew 23.2%, from $178M to $219M.
Which Defined Benefit (Pension) plans are similar in size to Refresco Union Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Water Saver Faucet Co. Union Employees Pension Plan & Trust in IL ($2M, 134 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Refresco Union Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Iron Workers' Locals No. 15 & 424 Pension Plan in CT (462 participants, $88M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 581947565.

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.