401(k)
2022 plan-year 401(k) DOL Form 5500

Pepsico Puerto Rico Savings and Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Pepsico, Inc. · New York · Manufacturing

What the 2023 filing shows

Pepsico Puerto Rico Savings and Retirement Plan holds $5M for 492 participants — about $9,273 per participant, down 9.9% over the 2022 plan year.

$5M
total plan assets (2022 EOY)
492
covered participants
$9,273
avg assets per participant
-9.9%
assets change YoY

The plan reported a net loss of $503K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$5M
Participants
492
State
Industry
Manufacturing

What the Filing Says About Pepsico Puerto Rico Savings and Retirement Plan

Pepsico Puerto Rico Savings and Retirement Plan is a 401(k) retirement plan sponsored by Pepsico, Inc., headquartered in New York. As of the 2022 Form 5500 filing, the plan reports $5M in total end-of-year assets and covers 492 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 131584302, and the plan has been effective since 2012-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $5M at the beginning of 2022 to $5M at year-end — a decline of 9.9%. Net assets (after liabilities) closed the year at $5M, with reported net income of $-503,465 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$5M
Total Assets (End of Year)$5M
Net Assets (End of Year)$5M
Net Income$-503,465
Plan Type401(k)
Employer EIN131584302
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pepsico, Inc.)

Year Plans Participants Total Assets
2022 5 217,267 $23.6B
2023 4 220,294 $25.5B
2024 4 228,239 $26.0B

Nearby 401(k) Plans in New York

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Frequently Asked Questions

How much money is in the Pepsico Puerto Rico Savings and Retirement Plan?
As of the 2022 Form 5500 filing, Pepsico Puerto Rico Savings and Retirement Plan holds $5M in total assets with 492 participants. It is sponsored by Pepsico, Inc..
What type of plan is Pepsico Puerto Rico Savings and Retirement Plan?
Pepsico Puerto Rico Savings and Retirement Plan is a 401(k) plan. It has been effective since 2012-01-01. The plan is filed with the U.S. Department of Labor under EIN 131584302.
Who sponsors the Pepsico Puerto Rico Savings and Retirement Plan?
Pepsico Puerto Rico Savings and Retirement Plan is sponsored by Pepsico, Inc., located in New York. The sponsor's EIN is 131584302 and the plan operates in the Manufacturing industry.
How did Pepsico Puerto Rico Savings and Retirement Plan perform in 2022?
Pepsico Puerto Rico Savings and Retirement Plan declined by 9.9% during 2022, moving from $5M to $5M in total assets. Net income was $-503,465.
Where can I find official filings for Pepsico Puerto Rico Savings and Retirement Plan?
Official Form 5500 filings for Pepsico Puerto Rico Savings and Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 131584302 or plan name at efast.dol.gov.
How does Pepsico Puerto Rico Savings and Retirement Plan compare to other plans?
You can compare Pepsico Puerto Rico Savings and Retirement Plan against other 401(k) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 131584302.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.