Coca-Cola Southwest Beverages 401(k) plan

Coca-Cola Southwest Beverages LLC, Dallas, TX. EIN 81-3909618. Annual reports 2017–2024. Also filed as Coca-Cola Southwest Beverage LLC.

Coca-Cola Southwest Beverages LLC has one active retirement plan on file, the Coca-Cola Southwest Beverages 401(k) Plan, with 10,383 participants and $589 million in assets in 2024. Transamerica has been its recordkeeper since 2017. No traditional pension plan appears in Coca-Cola Southwest Beverages's filings since 2017.

Active plans: 1
Participants: 10,383
Plan assets: $589 million
401(k) recordkeeper: Transamerica
Plans on file: 1
Industry: Manufacturing

The plan

Coca-Cola Southwest Beverages 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 81-3909618
Participants (2024): 10,383
Net assets (2024): $589 million
Recordkeeper: Transamerica2017–2024
Plan administrator: Coca-Cola Southwest Beverages LLC
Two Lincoln Center 5420 LBJ Freeway, Suite 800
Dallas, TX 75240
(844) 375-2653As filed for 2024
In effect since: April 1, 2017

Earlier sponsor: Coca-Cola Southwest Beverage LLC (2017–2023).

Year by year, 2017 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	10,383	$589 million	Transamerica
2023	14,453	$543 million	Transamerica
2022	10,761	$467 million	Transamerica
2021	10,085	$541 million	Transamerica
2020	9,986	$495 million	Transamerica
2019	9,877	$500 million	Transamerica
2018	9,647	$411 million	Transamerica
2017	9,670	$406 million	Transamerica

If you had money in one of these plans

Call Transamerica (transamerica.com), which runs the Coca-Cola Southwest Beverages 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((844) 375-2653). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Coca-Cola Southwest Beverages 401(k) Plan

If you had money in one of these plans

What these numbers are

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