401(k) · DOL Form 5500 · 2024
Coca-Cola Southwest Beverages LLC 401(k) Plan
Data updated 2026-08-11
- $589M
- Total assets
- 11,677
- Participants
- 97th
- Percentile by assets
- $50,444
- Avg per participant
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.
- 97th percentile by assets (of 123,622 plans)
- #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.
- $589M
- total plan assets (2024 EOY)
- 11,677
- covered participants
- 97th
- percentile by assets (of 123,622 plans)
- $50,444
- avg assets per participant
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.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Coca-Cola Southwest Beverages 401(k) Plan reports 11,677 participants - 17x that state average ($589M EOY assets).
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)
| 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.
Coca-Cola Southwest Beverages 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
- 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 |
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Coca-Cola Southwest Beverages 401(k) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Coca-Cola Southwest Beverages 401(k) Plan assets move in 2024? ▼
How have Coca-Cola Southwest Beverages LLC plan assets changed over time? ▼
Where does Coca-Cola Southwest Beverages 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Coca-Cola Southwest Beverages 401(k) Plan? ▼
Next read for Coca-Cola Southwest Beverages 401(k) Pla…
Filing takeaways
Ways to act on Coca-Cola Southwest Beverages 401(k) Plan's numbers.
- By total assets, Coca-Cola Southwest Beverages 401(k) 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 Texas. Compare plans
- Coca-Cola Southwest Beverages LLC's sponsor-wide assets have grown 26.2% since 2022 across 3 plan years on file. More Manufacturing plans