401(k) · DOL Form 5500 · 2024
Coca-Cola Southwest Beverages LLC 401(k) Plan
Data updated 2026-08-25
- $589M
- Total assets Above avg plan size
- 11,677
- Participants Very large workforce
- 97th
- Percentile by assets National rank
- $50,444
- Avg per participant Low balance/head
Official DOL plan name: Coca-Cola Southwest Beverages 401(k) Plan · Sponsored by Coca-Cola Southwest Beverages LLC · Texas · Manufacturing
$589M in assets, 11,677 participants
Coca-Cola Southwest Beverages LLC's Coca-Cola Southwest Beverages 401(k) Plan reported $589M in total assets and 11,677 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #17,077 in Manufacturing (17,777 peers)
Coverage in Texas
Coca-Cola Southwest Beverages 401(k) Plan covers 11,677 participants in Texas, 17x the typical Texas plan (state average ~688 per filing). Assets: $589M.
- #17,077
- in Manufacturing (17,777 peers)
- +8.4%
- assets growth YoY
- 5.9×
- vs typical plan assets (national mean)
Coca-Cola Southwest Beverages 401(k) Plan's outsized position by total assets
Coca-Cola Southwest Beverages 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$589,032,657 Top 3% higher than 97% 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
Coca-Cola Southwest Beverages 401(k) Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Coca-Cola Southwest Beverages 401(k) Plan is a mega filing (11,677 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Coca-Cola Southwest Beverages 401(k) Plan reported participants rose from 8,037 in the plan year 2023 filing to 11,677 in the plan year 2024 filing.
- Coca-Cola Southwest Beverages 401(k) Plan reported net income fell from $77M in the plan year 2023 filing to $46M in the plan year 2024 filing.
- Coca-Cola Southwest Beverages 401(k) Plan end-of-year assets rose from $543M in the plan year 2023 filing to $589M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 813909618 · Coca-Cola Southwest Beverages LLC PY 2024 · 401(k)
Coca-Cola Southwest Beverages 401(k) Plan · $589M · 11,677 · 97th
- PCT $589M
- PCT 11,677
- PCT 97th
- PCT 401(k)
- PCT near Natwest Markets Retirement Savings Plan
- PCT ind #17077
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 Texas →
Coca-Cola Southwest Beverages 401(k) Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $543M |
|---|---|
| Net Assets (End of Year) | $589M |
| Net Income | $46M |
| Employer EIN | 813909618 |
| Plan Effective Date | 2017-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Coca-Cola Southwest Beverages LLC)
Sponsor-wide plan assets over time
All Coca-Cola Southwest Beverages LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $589M 26.243909527193708% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7,494 | $467M |
| 2023 | 1 | 8,037 | $543M |
| 2024 | 1 | 11,677 | $589M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Scale composition for Coca-Cola Southwest Beverages 401(k) Plan
Coca-Cola Southwest Beverages 401(k) Plan reports $589M in end-of-year assets across 11,677 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $50,444 per participant (36% of the national average assets-per-participant) . Net income for plan year 2024 was $46M.
This plan identity (EIN 813909618, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $467M to $589M (+26.2%) while covered participants moved from 7,494 to 11,677 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,494 | $467M | Open filing |
| 2023 | 8,037 | $543M | Open filing |
| 2024 · index core | 11,677 | $589M | This page |
Coca-Cola Southwest Beverages 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Natwest Markets Retirement Savings Plan in CT ($589M); by covered participants it is Republic National 401(k) Plan in GA (11,671 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($589M here).
- Natwest Markets Retirement Savings Plan (CT) $589M · 282
- Cook Inlet Region 401(k) Retirement Plan (AK) $589M · 5,189
- Retirement Savings Plan for Daikin Group Affiliated Companies (MN) $590M · 6,112
- Sandoz Inc. Investment Savings Plan (NJ) $588M · 811
Similar participant headcount
Nearest other-state filings by covered participants (11,677 participants); asset peers above are excluded.
- Republic National 401(k) Plan (GA) 11,671 · 6 off
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan (WI) 11,661 · 16 off
- Franchise Group, Inc. 401(k) Plan (OH) 11,705 · 28 off
- Rr Donnelley Savings Plan (IL) 11,649 · 28 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.