Department of Labor filing
Spot something wrong?COCA-COLA BOTTLING OF WINONA
COCA-COLA BOTTLING COMPANY OF WINONA 401(K) PLAN · For the plan year ended Dec 31, 2025
Public filing 2025 · received Jul 16, 2026Verified current terms Not available
Plan summary
What matters most
This plan has an employer contribution that still needs verification and vesting that still needs verification. Reported employer contributions rank below most comparable plans.
44Limited plan health
high confidence
high confidence
See what drives the plan health score
Published only when at least four measures and half of the model weight are available. Missing information is excluded rather than scored as zero.
58 Employer contributions 1,877,957 Total contributions 3,885,093 Total additions 11,570,944 Deductions from net assets attributed to : Distributions to participants ( 3,986,879 ) Administrative expenses ( 4,407 ) Total deductions ( 3,991,286 ) Net increase (decrease) in net assets available for benefits 7,579,658 Net assets available for benefits: Beginning of year 53,475,452 End of year $ 61,055,110 Refer to Notes to Financial Statements.
Up 0.0% over the filing history shown.
Participation up 0.0% · assets up 0.0%
How the score works →What still needs verification
vesting, investment choices, eligibility, automatic enrollment, Roth availability. These items stay out of the summary until a dated source confirms them.
What this tells you: company-wide scale, reported employer support, participation activity, visible administrative cost, and historical direction.
Keep in mind: public filings do not show employee investment returns. Scores use only available measures; missing information lowers confidence, never the score. Current match, vesting, eligibility, investments, and employee-paid fees still require a current plan document.
Filing comparison · 202519out of 100 among similar-size plans in the same industry when enough peers exist
How this filing compares
Reported employer contributions21st percentileTypical peer $1,196 · based on 3,018 comparable plans
Lower reported administrative expense16th percentileTypical peer $48 · based on 2,929 comparable plans
This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.
Peer-group method: industry size. The comparison used the most specific peer group with enough valid filings.
The short version
What employees should know
For the year ended Dec 31, 2025, COCA-COLA BOTTLING OF WINONA reported $3,594 in employer contributions across this plan, or $171 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.
Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.
Change in employer contributions per active participant.
Change in reported administrative cost per participant. Fund expenses may be separate.
Compared with similarly sized plans in the same industry.
What this public record cannot answer
For the current match, vesting rules, eligibility, employee fees, and investment choices, we need a recent plan document. We leave those details blank until we have one.
Money and scale
Contributions, assets, and expenses
These are plan-wide totals. They are not individual account balances.
- Employer contributions
- $3,594 $171 per active participant
- Participant contributions
- $15,066
- Other contributions
- $0 Amounts not classified as employer or participant contributions
- Employer share of contributions
- 19.3%
- Active participants
- 21 Small plan
- Total participants
- 25 11 at the beginning of the year
- Ending assets
- $1,045,305 $41,812 per participant
- Net-asset change
- Up 0.0% Not the same as investment performance
- Beginning net assets
- $897,091
- Ending net assets
- $1,045,305
- Beginning liabilities
- Not reported
- Ending liabilities
- Not reported
- Total income
- $179,754
- Total expenses
- $31,540
- Administrative expenses
- $9,584 $383 per active participant
- Participant loans
- Not reported Not reported of plan assets
Three-year filing history
How the reported figures changed
Each chart uses the selected public filing for that year. Missing values remain blank rather than becoming zero.
2025
$171
2025
$383
2025
21
2025
$1,045,305
2025
Not reported
| Plan year | Employer money per active participant | Active participants | Plan assets |
|---|---|---|---|
| 2025 | $171 | 21 | 1M |
Changes in plan assets are not the same as investment performance.
Plan health
Operational signals worth checking
- Participant loans as a share of plan assets
- Not reported
- Independent accountant’s opinion
- Not stated in the filing
- Late participant contributions reported
- Not reportedA “yes” needs context and is not, by itself, proof of wrongdoing.
- Loan defaults reported
- Not reported
- Lease defaults reported
- Not reportedOnly a small number of filings report these events.
- Nonexempt transactions reported
- Not reported
- Public plan identifier
- 410196750-001
Reported plan details
Identity and filing status
- Plan type
- Retirement plan
- Employer arrangement
- 1
- Plan effective date
- Jul 1, 1994
- Industry
- Manufacturing
- Amended filing
- No
- Final filing for this plan
- No
- Short plan year
- No
- 401(k) feature reported
- Yes
Show DOL characteristic codes
2E2F2G2J2K2T3D
Company filings
What the company has told the SEC about this plan
We found these passages in official company filings. They may help explain the plan, but we do not treat them as current benefits until the wording and date have been checked.
11-K · report period Dec 31, 2025COCA COLA CO — 11-K filed 2026-06-18 ↗
Official filing · details not yet checkedWhat it says about vesting
funds and collective trust funds with various investment objectives and strategies. 4 CARIBBEAN REFRESCOS, INC. THRIFT PLAN NOTES TO FINANCIAL STATEMENTS Vesting Participants are immediately vested in their salary deferral contributions and related earnings. Company contributions and related earnings are also immediately vested. Forfeitures Forfeited accounts are generally used to reduce employer contributions or pay administrative expenses of the Plan. The forfeited account balances were $ 20,074 and $ 19,487 as of December 31, 2025 and 2024, respectively. The Plan did not use any cumulative forfeitures during 2025 or 2024. Valuation of Participant Accounts Participant account balances are valued based upon the number of shares or units of each investment fund credited to participant acc
What it says about automatic enrollment
t date, as defined in the Plan document, on or after reaching age 18. Effective January 1, 2021, employees who do not make an affirmative action to participate in the Plan will be automatically enrolled as of the first enrollment date. The Plan is subject to the provisions of the Employee Retirement Income Security Act of 1974, as amended (“ERISA”). Administration The Company is the named Plan administrator. However, the Thrift Plan Committee of Caribbean Refrescos, Inc. (the “Committee”), on behalf of the Company and as designated in the Plan document, has substantial control of and discretion over the administration of the Plan. Banco Popular de Puerto Rico (the “Trustee”) provides trust and custodial services for the Plan, and Transamerica Retirement Solutions provides recordkeeping and
What it says about fees
58 Employer contributions 1,877,957 Total contributions 3,885,093 Total additions 11,570,944 Deductions from net assets attributed to : Distributions to participants ( 3,986,879 ) Administrative expenses ( 4,407 ) Total deductions ( 3,991,286 ) Net increase (decrease) in net assets available for benefits 7,579,658 Net assets available for benefits: Beginning of year 53,475,452 End of year $ 61,055,110 Refer to Notes to Financial Statements. 3 CARIBBEAN REFRESCOS, INC. THRIFT PLAN NOTES TO FINANCIAL STATEMENTS Note 1 – Description of Plan The following description of the Caribbean Refrescos, Inc. Thrift Plan (the “Plan”) provides only general information. Participants should refer to the Summary Plan Description for a more complete description of the Plan’s provisions. General The Plan was
Current plan terms
Help fill the gap the filing leaves.
If you have a current SPD, fee disclosure, or enrollment guide, you can share it with us. We check the source and date before adding anything to the profile.
Filing evidence
Open the selected public records
We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.
Filing ACK_ID20260716102415NAL0005895762001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗