401(k) · DOL Form 5500 · 2022

Pepsi-Cola Bottling Co. of Hickory, Nc Inc. 401(k) Plan

Data updated 2026-08-11

$64M
Total assets: 298
Participants: 90th
Percentile by assets: $214,878
Avg per participant

Official DOL plan name: Pepsi-Cola Bottling Company of Hickory, N.C., Inc. Profit Sharing and 401(k) · Sponsored by Pepsi-Cola Bottling Co. of Hickory, Nc Inc. · North Carolina · Wholesale Trade

$64M in assets, 298 participants

Pepsi-Cola Bottling Co. of Hickory, Nc Inc.'s Pepsi-Cola Bottling Company of Hickory, N.C., Inc. Profit Sharing and 401(k) reported $64M in total assets and 298 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

90th percentile by assets (of 139,126 plans)
#6,256 in Wholesale Trade (6,843 peers)

Coverage in North Carolina

Pepsi-Cola Bottling Company of Hickory, N.C., Inc. Profit Sharing and 401(k) covers 298 participants in North Carolina, about 36% of the average North Carolina filer (state average ~819 per filing). Assets: $64M.

$64M
total plan assets (2022 EOY): 298
covered participants: 90th
percentile by assets (of 139,126 plans): $214,878
avg assets per participant

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Pepsi-Cola Bottling Company of Hickory, N.C., Inc. Profit Sharing and 401(k) sits by total assets

Pepsi-Cola Bottling Company of Hickory, N.C., Inc. Profit Sharing and 401(k) vs every filed plan by assets

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

$64,033,504 Top 10% higher than 90% of 139,123 filed plans

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

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

State

North Carolina

Industry

Wholesale Trade

Participants vs North Carolina filers

In North Carolina, the average filing covers about 819 participants across 3,515 plans. Pepsi-Cola Bottling Company of Hickory, N.C., Inc. Profit Sharing and 401(k) reports 298 participants - about 36% of that state average ($64M EOY assets).

North Carolina filing particulars

Total Assets (Beginning of Year)	$75M
Net Assets (End of Year)	$64M
Net Income	-$11M
Employer EIN	560585594
Plan Effective Date	1976-12-07
Filing Status	FILING RECEIVED

Sponsor Plan History (Pepsi-Cola Bottling Co. of Hickory, Nc Inc.)

Total plan assets by year, all Pepsi-Cola Bottling Co. of Hickory, Nc Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	298	$64M
2023	1	306	$75M
2024	1	344	$84M

Nearby 401(k) Plans in North Carolina

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Pepsi-Cola Bottling Company of Hickory, N.C., Inc. Profit Sharing and 401(k) vs. nearby 401(k) plans in North Carolina, assets vs. participants

The Bank of America 401(k) Plan $47.1B · 169,036
Honeywell 401(k) Plan $14.6B · 39,007
Duke Energy Retirement Savings Plan $9.4B · 27,731
Truist Financial Corporation 401(k) Savings Plan $9.0B · 51,871
Lowes 401(k) Plan $7.4B · 284,864

Compare Pepsi-Cola Bottling Company of Hickory, … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Pepsi-Cola Bottling Company of Hickory, N.C., Inc. Profit Sharing and 401(k) by total assets, not by location.

Freedombank Shares, Inc. Employee Stock Ownership Plan with 401(k) Provisions (IA) $64M · 53
Advanced Orthopedics of Oklahoma, PLLC 401(k) Plan (OK) $64M · 200
The Okonite Company 401(k) Savings Plan (NJ) $64M · 705
Sutter North Medical Group, Inc. 401(k) Profit Sharing Plan (CA) $64M · 89

Frequently Asked Questions

How did Pepsi-Cola Bottling Company of Hickory, N.C., Inc. Profit Sharing and 401(k) assets move in 2022? ▼

Pepsi-Cola Bottling Company of Hickory, N.C., Inc. Profit Sharing and 401(k) declined sharply - down 15.1% during 2022, from $75M to $64M. Reported net income was -$11M.

How have Pepsi-Cola Bottling Co. of Hickory, Nc Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Pepsi-Cola Bottling Co. of Hickory, Nc Inc.'s sponsor-wide assets grew 31.7%, from $64M to $84M.

Where does Pepsi-Cola Bottling Company of Hickory, N.C., Inc. Profit Sharing and 401(k) rank by assets among Form 5500 filers? ▼

Pepsi-Cola Bottling Company of Hickory, N.C., Inc. Profit Sharing and 401(k) ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Pepsi-Cola Bottling Company of Hickory, N.C., Inc. Profit Sharing and 401(k)? ▼

Among 401(k) plans in other states, the closest by assets is Freedombank Shares, Inc. Employee Stock Ownership Plan with 401(k) Provisions in IA ($64M, 53 participants).

Next read for Pepsi-Cola Bottling Company of Hickory, …

Filing takeaways

Ways to act on Pepsi-Cola Bottling Company of Hickory, N.C., Inc. Profit Sharing and 401(k)'s numbers.

By total assets, Pepsi-Cola Bottling Company of Hickory, N.C., Inc. Profit Sharing and 401(k) ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in North Carolina. Compare plans
Pepsi-Cola Bottling Co. of Hickory, Nc Inc.'s sponsor-wide assets have grown 31.7% since 2022 across 3 plan years on file. More Wholesale Trade plans

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 560585594.