401(k) · DOL Form 5500 · 2024

Caribbean Refrescos, Inc. 401(k) Plan

Data updated 2026-08-11

$53M
Total assets
275
Participants
85th
Percentile by assets
$194,456
Avg per participant
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Official DOL plan name: Caribbean Refrescos, Inc. Thrift Plan · Sponsored by Caribbean Refrescos, Inc. · Puerto Rico · Manufacturing

$53M in assets, 275 participants

Caribbean Refrescos, Inc.'s Caribbean Refrescos, Inc. Thrift Plan reported $53M in total assets and 275 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • 85th percentile by assets (of 123,622 plans)
  • #13,946 in Manufacturing (17,777 peers)

Coverage in Puerto Rico

Caribbean Refrescos, Inc. Thrift Plan covers 275 participants in Puerto Rico, 3.1x the typical Puerto Rico plan (state average ~89 per filing). Assets: $53M.

$53M
total plan assets (2024 EOY)
275
covered participants
85th
percentile by assets (of 123,622 plans)
$194,456
avg assets per participant

Where Caribbean Refrescos, Inc. Thrift Plan sits by total assets

Caribbean Refrescos, Inc. Thrift Plan vs every filed plan by assets

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

$53,475,452 Top 15% higher than 85% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Caribbean Refrescos, Inc. Thrift Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Caribbean Refrescos, Inc. Thrift Plan end-of-year assets rose from $51M in the plan year 2023 filing to $53M in the plan year 2024 filing.
  • Caribbean Refrescos, Inc. Thrift Plan reported participants rose from 266 in the plan year 2023 filing to 275 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Puerto Rico
Industry
Manufacturing

Participants vs Puerto Rico filers

In Puerto Rico, the average filing covers about 89 participants across 1,924 plans. Caribbean Refrescos, Inc. Thrift Plan reports 275 participants - 3.1x that state average ($53M EOY assets).

Puerto Rico filing particulars

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$53M
Net Income$2M
Employer EIN660276572
Plan Effective Date1989-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Caribbean Refrescos, Inc.)

$50M$51M$52M$53M$54M 202220232024 $50.4M $53.5M ▲ +6.2%
Total plan assets by year, all Caribbean Refrescos, Inc. plans on file
Year Plans Participants Total Assets
2022 1 278 $50M
2023 1 266 $51M
2024 1 275 $53M

Nearby 401(k) Plans in Puerto Rico

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

Caribbean Refrescos, Inc. Thrift Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -10000100020003000 0100200300400500 Total assets ($M) Participants Caribbean Refrescos,…, Total assets ($M): 53.475452 · Participants: 275Caribbean Refrescos,…Pfizer Savings Plan …, Total assets ($M): 395.418432 · Participants: 88Pfizer Savings Plan …Msd Puerto Rico Savi…, Total assets ($M): 231.602491 · Participants: 542Msd Puerto Rico Savi…Inter American Unive…, Total assets ($M): 199.102479 · Participants: 1552Inter American Unive…Popular, Inc. USA 40…, Total assets ($M): 170.397343 · Participants: 942Popular, Inc. USA 40…Firstbank 401(k) Ret…, Total assets ($M): 164.421743 · Participants: 2826Firstbank 401(k) Ret…
Caribbean Refrescos, Inc. Thrift Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants
Compare Caribbean Refrescos, Inc. Thrift Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Caribbean Refrescos, Inc. Thrift Plan by total assets, not by location.

Frequently Asked Questions

How did Caribbean Refrescos, Inc. Thrift Plan assets move in 2024? ▼
Caribbean Refrescos, Inc. Thrift Plan edged up modestly - up 4.0% during 2024, from $51M to $53M. Reported net income was $2M.
How have Caribbean Refrescos, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caribbean Refrescos, Inc.'s sponsor-wide assets grew 6.2%, from $50M to $53M.
Where does Caribbean Refrescos, Inc. Thrift Plan rank by assets among Form 5500 filers? ▼
Caribbean Refrescos, Inc. Thrift Plan ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Caribbean Refrescos, Inc. Thrift Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Accuride Employee Retirement and Savings Plan and Trust in CA ($53M, 58 participants).

Next read for Caribbean Refrescos, Inc. Thrift Plan

Filing takeaways

Ways to act on Caribbean Refrescos, Inc. Thrift Plan's numbers.

  • By total assets, Caribbean Refrescos, Inc. Thrift Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Puerto Rico. Compare plans
  • Caribbean Refrescos, Inc.'s sponsor-wide assets have grown 6.2% since 2022 across 3 plan years on file. More Manufacturing plans

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 660276572.

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.