Defined Benefit (Pension) · DOL Form 5500 · 2022

Coca-Cola Bottling Co., Kokomo, Indiana, Inc. Pension Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
65
Participants Small participant base
56th
Percentile by assets National rank
$100,843
Avg per participant Below avg balance/head
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Official DOL plan name: Employees' Pension Plan of Coca-Cola Bottling Company, Kokomo, Indiana, Inc. · Sponsored by Coca-Cola Bottling Co., Kokomo, Indiana, Inc. · Indiana · Manufacturing

$7M in assets, 65 participants

Coca-Cola Bottling Co., Kokomo, Indiana, Inc.'s Employees' Pension Plan of Coca-Cola Bottling Company, Kokomo, Indiana, Inc. reported $7M in total assets and 65 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #8,525 in Manufacturing (20,602 peers)

Coca-Cola Bottling Co., Kokomo, Indiana, Inc. multi-year trail

Coca-Cola Bottling Co., Kokomo, Indiana, Inc.'s plans moved +26.8% in assets from 2022 to 2024; this filing shows Employees' Pension Plan of Coca-Cola Bottling Company, Kokomo, Indiana, Inc. at $7M / 65 participants.

#8,525
in Manufacturing (20,602 peers)
-7.0%
assets change YoY

The plan reported a net loss of $495K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Employees' Pension Plan of Coca-Cola Bottling Company, Kokomo, Indiana, Inc.'s mid-pack asset rank among Manufacturing and all filers

Employees' Pension Plan of Coca-Cola Bottling Company, Kokomo, Indiana, Inc. vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$6,554,801 Top 44% higher than 56% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Employees' Pension Plan of Coca-Cola Bottling Company, Kokomo, Indiana, Inc. among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employees' Pension Plan of Coca-Cola Bottling Company, Kokomo, Indiana, Inc. is a small filing (65 participants) on this national headcount ladder.

DOL schedule card

Filing strip 350902269 · Coca-Cola Bottling Co., Kokomo, Indiana, Inc. PY 2022 · Defined Benefit (Pension)

Employees' Pension Plan of Coca-Cola Bottling Company, Kokomo, Indiana, Inc. · $7M · 65 · 56th

  • PHOTO $7M
  • PHOTO 65
  • PHOTO 56th
  • PHOTO Defined Benefit (Pension)
  • PHOTO near The Orthopaedic Multispecialty Networks, Inc. Cash Balance Pension Plan and Trust
  • PHOTO ind #8525

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Manufacturing retirement plans → · Plans in Indiana →

Employees' Pension Plan of Coca-Cola Bottling Company, Kokomo, Indiana, Inc. in the asset neighbourhood

The Orthopaedic Multispecialty Networks, Inc. Cash Balance Pension Plan and TrustThe Orthopaedic Multispecial…$7MM & R Distributors International, Inc. Defined Benefit Pension PlanM & R Distributors Internati…$7MDanros, Inc. Defined Benefit Pension PlanDanros, Inc. Defined Benefit…$7MEmployees' Pension Plan of Coca-Cola Bottling Company, Kokomo, Indiana, Inc.Employees' Pension Plan of C…$7MLevenfeld Pearlstein, LLC Cash Balance PlanLevenfeld Pearlstein, LLC Ca…$7M
End-of-year total assets ($M) among Employees' Pension Plan of Coca-Cola Bottling Company, Kokomo, Indiana, Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Coca-Cola Bottling Co., Kokomo, Indiana, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Coca-Cola Bottling Co., Kokomo, Indiana, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 26.801469640344532% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.55M $8.31M ▲ +26.9%
Year Plans Participants Total Assets
2022 1 65 $7M
2023 1 69 $7M
2024 1 75 $8M

Coca-Cola Bottling Co., Kokomo, Indiana, Inc. filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income-$495K
Employer EIN350902269
Plan Effective Date1967-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Indiana

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Employees' Pension Plan of Coca-Cola Bottling Company, Kokomo, Indiana, Inc. vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -5051015 Total assets ($B) Participants Employees' Pension Plan of Coca-Cola Bottling Company, Kokomo, Indiana, Inc., Total assets ($B): 0.006554801 · Participants: 65Employees' Pension Plan of Coca-Cola Bottling Company, Kokomo, Indiana, Inc.The Lilly Retirement Plan, Total assets ($B): 11.231261789 · Participants: 16878The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.227971207 · Participants: 24119Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.488495807 · Participants: 9896Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.222287988 · Participants: 8650Elevance Health Cash Balance Plan aNisource Pension Plan, Total assets ($B): 1.05154978 · Participants: 2283Nisource Pension Plan
Employees' Pension Plan of Coca-Cola Bottling Company, Kokomo, Indiana, Inc. vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare Employees' Pension Plan of Coca-Cola Bottling Company, Kokomo, Indiana, Inc. side-by-side with 3 peers →

Employees' Pension Plan of Coca-Cola Bottling Company, Kokomo, Indiana, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Indiana, the nearest Defined Benefit (Pension) by assets is The Orthopaedic Multispecialty Networks, Inc. Cash Balance Pension Plan and Trust in OH ($7M); by covered participants it is The Toledo Newspaper Unions Blade Pension Plan in OH (65 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (65 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Employees' Pension Plan of Coca-Cola Bottling Company, Kokomo, Indiana, Inc. assets move in 2022? ▼
Employees' Pension Plan of Coca-Cola Bottling Company, Kokomo, Indiana, Inc. pulled back noticeably - down 7.0% during 2022, from $7M to $7M. Reported net income was -$495K.
How have Coca-Cola Bottling Co., Kokomo, Indiana, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coca-Cola Bottling Co., Kokomo, Indiana, Inc.'s sponsor-wide assets grew 26.8%, from $7M to $8M.
Which Defined Benefit (Pension) plans are similar in size to Employees' Pension Plan of Coca-Cola Bottling Company, Kokomo, Indiana, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Orthopaedic Multispecialty Networks, Inc. Cash Balance Pension Plan and Trust in OH ($7M, 123 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Employees' Pension Plan of Coca-Cola Bottling Company, Kokomo, Indiana, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Toledo Newspaper Unions Blade Pension Plan in OH (65 participants, $97M in assets).

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 350902269.

Read our methodology - how this data is sourced, computed, and verified.

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