401(k) · DOL Form 5500 · 2024

The Vita Coco Company, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
211
Participants Below avg headcount
70th
Percentile by assets National rank
$93,280
Avg per participant Below avg balance/head
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Official DOL plan name: The Vita Coco Company, Inc. 401(k) Plan · Sponsored by The Vita Coco Company, Inc. · New York · Wholesale Trade

$20M in assets, 211 participants

The Vita Coco Company, Inc.'s The Vita Coco Company, Inc. 401(k) Plan reported $20M in total assets and 211 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,006 in Wholesale Trade (6,080 peers)

Coverage in New York

The Vita Coco Company, Inc. 401(k) Plan covers 211 participants in New York, about 26% of the average New York filer (state average ~798 per filing). Assets: $20M.

#4,006
in Wholesale Trade (6,080 peers)
+30.3%
assets growth YoY

The Vita Coco Company, Inc. 401(k) Plan's outsized position by total assets

The Vita Coco Company, Inc. 401(k) Plan vs every filed plan by assets

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

$19,682,074 Top 30% higher than 70% 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

The Vita Coco Company, Inc. 401(k) 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. The Vita Coco Company, Inc. 401(k) Plan sits mid-pack in the medium band (211 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Vita Coco Company, Inc. 401(k) Plan end-of-year assets rose from $15M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • The Vita Coco Company, Inc. 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • The Vita Coco Company, Inc. 401(k) Plan reported participants rose from 204 in the plan year 2023 filing to 211 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 113713156 · The Vita Coco Company, Inc. PY 2024 · 401(k)

The Vita Coco Company, Inc. 401(k) Plan · $20M · 211 · 70th

  • ASSETS $20M
  • PCT 211
  • EIN 70th
  • RANK 401(k)
  • PHOTO near Numark Credit Union 401(k) Plan and Trust
  • IND ind #4006

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 Wholesale Trade retirement plans → · Plans in New York →

The Vita Coco Company, Inc. 401(k) Plan in the asset neighbourhood

The Vita Coco Company, Inc. 401(k) PlanThe Vita Coco Company, Inc. …$20MNumark Credit Union 401(k) Plan and TrustNumark Credit Union 401(k) P…$20MCelink 401(k) Plan$20MProgressive Converting Inc 401(k) PlanProgressive Converting Inc 4…$20MUnion Avenue Healthcare Inc. 401(k) PlanUnion Avenue Healthcare Inc.…$20M
End-of-year total assets ($M) among The Vita Coco Company, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$20M
Net Income$5M
Employer EIN113713156
Plan Effective Date2010-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Vita Coco Company, Inc.)

Sponsor-wide plan assets over time

All The Vita Coco Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 73.45331724476584% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $11.4M $19.7M ▲ +73.4%
Year Plans Participants Total Assets
2022 1 185 $11M
2023 1 204 $15M
2024 1 211 $20M

Nearby 401(k) Plans in New York

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

The Vita Coco Company, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The Vita Coco Company, Inc. 401(k) Plan, Total assets ($B): 0.019682074 · Participants: 211The Vita Coco Company, Inc. 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
The Vita Coco Company, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Vita Coco Company, Inc. 401(k) Plan side-by-side with 3 peers →

The Vita Coco Company, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Numark Credit Union 401(k) Plan and Trust in IL ($20M); by covered participants it is Greater Texas Federal Credit Union 401(k) Plan in TX (211 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (211 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 The Vita Coco Company, Inc. 401(k) Plan assets move in 2024? ▼
The Vita Coco Company, Inc. 401(k) Plan surged - up 30.3% during 2024, from $15M to $20M. Reported net income was $5M.
How have The Vita Coco Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Vita Coco Company, Inc.'s sponsor-wide assets grew 73.5%, from $11M to $20M.
Which 401(k) plans are similar in size to The Vita Coco Company, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Numark Credit Union 401(k) Plan and Trust in IL ($20M, 159 participants).
Which 401(k) plans cover a similar participant headcount to The Vita Coco Company, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Greater Texas Federal Credit Union 401(k) Plan in TX (211 participants, $21M 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 113713156.

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.