Defined Benefit (Pension) · DOL Form 5500 · 2022
Pepsico, Inc. Pension Plan
Data updated 2026-08-25
- $7.7B
- Total assets Very large vs avg
- 11,386
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $672,489
- Avg per participant High balance/head
Official DOL plan name: Pepsico Employees Retirement Plan I · Sponsored by Pepsico, Inc. · New York · Manufacturing
$7.7B in assets, 11,386 participants
Pepsico, Inc.'s Pepsico Employees Retirement Plan I reported $7.7B in total assets and 11,386 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- #20,538 in Manufacturing (20,602 peers)
Coverage in New York
Pepsico Employees Retirement Plan I covers 11,386 participants in New York, 14x the typical New York plan (state average ~798 per filing). Assets: $7.7B.
- #20,538
- in Manufacturing (20,602 peers)
- -11.0%
- assets change YoY
- 77×
- vs typical plan assets (national mean)
The plan reported a net loss of $3.5B for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Pepsico Employees Retirement Plan I's outsized position by total assets
Pepsico Employees Retirement Plan I vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,656,963,000 Highest reported value at or above every one 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
Pepsico Employees Retirement Plan I's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pepsico Employees Retirement Plan I is a mega filing (11,386 participants), the rightmost band on the breakdown.
Plan-year Form 5500 strip
Filing strip 131584302 · Pepsico, Inc. PY 2022 · Defined Benefit (Pension)
Pepsico Employees Retirement Plan I · $7.7B · 11,386 · 100th
- TYPE $7.7B
- NET 11,386
- BOOK 100th
- VS-ST Defined Benefit (Pension)
- BOY near Kaiser Permanente Retirement Plan for Scpmg
- SCH ind #20538
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 New York →
Pepsico Employees Retirement Plan I in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $8.6B |
|---|---|
| Net Assets (End of Year) | $7.6B |
| Net Income | -$3.5B |
| Employer EIN | 131584302 |
| Plan Effective Date | 1958-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pepsico, Inc.)
Sponsor-wide plan assets over time
All Pepsico, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $26.0B 9.863970014505846% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 5 | 217,267 | $23.6B |
| 2023 | 4 | 220,294 | $25.5B |
| 2024 | 4 | 228,239 | $26.0B |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $25.5B · 16,431
- Consolidated Edison Retirement Plan $15.8B · 11,303
- New York State Nurses Association Pension Plan $5.0B · 18,592
- New York District Council of Carpenters Pension Pl $4.8B · 11,318
- Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct $4.4B · 17,040
Scale composition for Pepsico Employees Retirement Plan I
Pepsico Employees Retirement Plan I reports $7.7B in end-of-year assets across 11,386 participants (0.062% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $672,489 per participant (4.9x the national average assets-per-participant) . Net income for plan year 2022 was -$3.5B.
This plan identity (EIN 131584302, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $7.7B to $6.8B (-10.7%) while covered participants moved from 11,386 to 11,289 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 11,386 | $7.7B | This page |
| 2023 | 12,289 | $7.6B | Open filing |
| 2024 · index core | 11,289 | $6.8B | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- The Pepsico Savings Plan (401(k), $14.9B, 137,398 participants)
- Pepsico Employees Retirement Plan I (Defined Benefit (Pension), $6.8B, 11,289 participants)
- Pepsico, Inc. Employees Retirement Plan H (Defined Benefit (Pension), $4.2B, 79,073 participants)
Pepsico Employees Retirement Plan I's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Kaiser Permanente Retirement Plan for Scpmg in CA ($7.6B); by covered participants it is American Family Pension Plan in WI (11,381 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7.7B here).
- Kaiser Permanente Retirement Plan for Scpmg (CA) $7.6B · 45,962
- Deseret Mutual Master Retirement Plan (UT) $7.8B · 12,102
- Firstenergy Corp. Master Pension Plan (OH) $7.6B · 12,346
- Boilermaker-Blacksmith National Pension Trust (MO) $7.5B · 31,010
Similar participant headcount
Nearest other-state filings by covered participants (11,386 participants); asset peers above are excluded.
- American Family Pension Plan (WI) 11,381 · 5 off
- Sharpsaver Retirement Plan (CA) 11,379 · 7 off
- Phillips 66 Retirement Plan (TX) 11,398 · 12 off
- Disney Salaried Pension Plan D (CA) 11,405 · 19 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.