Refresco Beverages US 401(k) match, vesting and fees
What Refresco Beverages US' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | John Hancock | Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 283 defined-contribution plans in manufacturing with 5,000 to 9,999 participants.
| Refresco Beverages US: employer contribution per participant | $1,351 | |
| Peer median | $2,895 |
| Refresco Beverages US: average balance | $40,107 | |
| Peer median | $115,263 |
| Refresco Beverages US: admin expenses ÷ assets | 0.26% | |
| Peer median | 0.08% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $190M at the end of plan year 2021 to $217M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 5,858 | $217M | $7.3M | $1,351 | 0.26% | Not published | Form 5500 ↗ |
| 2023 | 6,254 | $208M | $5.7M | $977 | 0.44% | Not published | Form 5500 ↗ |
| 2022 | 5,777 | $177M | $5M | $943 | 0.49% | Not published | Form 5500 ↗ |
| 2021 | 5,165 | $190M | $4.1M | $5,983 | 0.46% | Not published | Form 5500 ↗ |
Other Refresco Beverages US plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Refresco Union Employees' Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Refresco Beverages US Inc. - Concordville Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Refresco Beverages US match 401(k) contributions?
The match terms for the The Refresco USA 401(k) Savings & Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $7.3M in employer contributions, about $1,351 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Refresco Beverages US 401(k) match vested?
The vesting schedule for the The Refresco USA 401(k) Savings & Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Refresco Beverages US 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is John Hancock. The plan administrator is Refresco Beverages US Inc..
I left Refresco Beverages US. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Refresco Beverages US Inc., (813) 386-1705) or the recordkeeper, John Hancock. The Refresco Beverages US old 401(k) page lists the contacts from every plan filing. Find an old Refresco Beverages US 401(k)
Data from the public Form 5500 annual reports Refresco Beverages US filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Refresco Beverages US. Not financial advice. Report a correction · Methodology