401(k) · DOL Form 5500 · 2024
Refresco Beverages US Inc. 401(k) Plan
Data updated 2026-08-25
- $217M
- Total assets Near avg plan size
- 5,064
- Participants Above avg headcount
- 95th
- Percentile by assets National rank
- $42,815
- Avg per participant Low balance/head
Official DOL plan name: The Refresco USA 401(k) Savings & Retirement Plan · Sponsored by Refresco Beverages US Inc. · Florida · Manufacturing
$217M in assets, 5,064 participants
Refresco Beverages US Inc.'s The Refresco USA 401(k) Savings & Retirement Plan reported $217M in total assets and 5,064 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #16,296 in Manufacturing (17,777 peers)
Coverage in Florida
The Refresco USA 401(k) Savings & Retirement Plan covers 5,064 participants in Florida, 8.1x the typical Florida plan (state average ~628 per filing). Assets: $217M.
- #16,296
- in Manufacturing (17,777 peers)
- +4.4%
- assets growth YoY
- 2.2×
- vs typical plan assets (national mean)
The Refresco USA 401(k) Savings & Retirement Plan's outsized position by total assets
The Refresco USA 401(k) Savings & Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$216,815,890 Top 5% higher than 95% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Refresco USA 401(k) Savings & Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Refresco USA 401(k) Savings & Retirement Plan lands in the large band (5,064 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Refresco USA 401(k) Savings & Retirement Plan reported net income fell from $30M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- The Refresco USA 401(k) Savings & Retirement Plan reported participants rose from 4,493 in the plan year 2023 filing to 5,064 in the plan year 2024 filing.
- The Refresco USA 401(k) Savings & Retirement Plan end-of-year assets rose from $208M in the plan year 2023 filing to $217M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 581947565 · Refresco Beverages US Inc. PY 2024 · 401(k)
The Refresco USA 401(k) Savings & Retirement Plan · $217M · 5,064 · 95th
- EBSA $217M
- PART 5,064
- TYPE 95th
- NET 401(k)
- BOOK near Legence 401(k) Plan
- VS-ST ind #16296
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 →
The Refresco USA 401(k) Savings & Retirement Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $208M |
|---|---|
| Net Assets (End of Year) | $217M |
| Net Income | $9M |
| Employer EIN | 581947565 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Refresco Beverages US Inc.)
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,008 | $178M |
| 2023 | 2 | 4,954 | $209M |
| 2024 | 2 | 5,526 | $219M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Scale composition for The Refresco USA 401(k) Savings & Retirement Plan
The Refresco USA 401(k) Savings & Retirement Plan reports $217M in end-of-year assets across 5,064 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.005% of 93,925,755 covered participants) - about $42,815 per participant (31% of the national average assets-per-participant) . Net income for plan year 2024 was $9M.
This plan identity (EIN 581947565, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $177M to $217M (+22.2%) while covered participants moved from 3,868 to 5,064 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 3,868 | $177M | Open filing |
| 2023 | 4,493 | $208M | Open filing |
| 2024 · index core | 5,064 | $217M | This page |
The Refresco USA 401(k) Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Legence 401(k) Plan in CA ($217M); by covered participants it is Baylor Scott & White Health 403(b) Savings Plan in TX (5,066 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($217M here).
- Legence 401(k) Plan (CA) $217M · 2,464
- The Np-USA Group Retirement Plan (CA) $217M · 2,163
- The Churchill Companies Retirement Savings Plan (MN) $217M · 1,082
- Short-Elliott-Hendrickson, Inc. Profit Sharing and 401(k) Plan (MN) $217M · 945
Similar participant headcount
Nearest other-state filings by covered participants (5,064 participants); asset peers above are excluded.
- Baylor Scott & White Health 403(b) Savings Plan (TX) 5,066 · 2 off
- Latham & Watkins 401(k) Savings and Profit Sharing Plan (CA) 5,067 · 3 off
- Tkc Holdings, Inc. Retirement Plan (MO) 5,070 · 6 off
- International Flavors & Fragrances Inc. Retirement Investment Fund Plan (NY) 5,071 · 7 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.