401(k) · DOL Form 5500 · 2024
Refresco Beverages US Inc. 401(k) Plan
Data updated 2026-08-11
- $217M
- Total assets
- 5,064
- Participants
- 95th
- Percentile by assets
- $42,815
- Avg per participant
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.
- 95th percentile by assets (of 123,622 plans)
- #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.
- $217M
- total plan assets (2024 EOY)
- 5,064
- covered participants
- 95th
- percentile by assets (of 123,622 plans)
- $42,815
- avg assets per participant
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.
Participants vs Florida filers
In Florida, the average filing covers about 628 participants across 6,617 plans. The Refresco USA 401(k) Savings & Retirement Plan reports 5,064 participants - 8.1x that state average ($217M EOY assets).
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.)
| 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.
The Refresco USA 401(k) Savings & Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
- 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 |
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to The Refresco USA 401(k) Savings & Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did The Refresco USA 401(k) Savings & Retirement Plan assets move in 2024? ▼
How have Refresco Beverages US Inc. plan assets changed over time? ▼
Where does The Refresco USA 401(k) Savings & Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to The Refresco USA 401(k) Savings & Retirement Plan? ▼
Next read for The Refresco USA 401(k) Savings & Retire…
Filing takeaways
Ways to act on The Refresco USA 401(k) Savings & Retirement Plan's numbers.
- By total assets, The Refresco USA 401(k) Savings & Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Florida. Compare plans
- Refresco Beverages US Inc.'s sponsor-wide assets have grown 23.2% since 2022 across 3 plan years on file. More Manufacturing plans