Defined Benefit (Pension) · DOL Form 5500 · 2022
Trustees of Soft Drink Industry Pension Fund Pension Plan
Data updated 2026-08-25
- $102M
- Total assets Near avg plan size
- N/A
- Participants Small participant base
- 93rd
- Percentile by assets National rank
Official DOL plan name: Soft Drink Industry Pension Fund · Sponsored by Trustees of Soft Drink Industry Pension Fund · Illinois · Wholesale Trade
$102M in assets, N/A participants
Trustees of Soft Drink Industry Pension Fund's Soft Drink Industry Pension Fund reported $102M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- #6,453 in Wholesale Trade (6,843 peers)
Where Soft Drink Industry Pension Fund sits by assets
Soft Drink Industry Pension Fund sits in the top 10% of all filed plans by assets, $102M for N/A participants, down 21.0% in 2022.
- #6,453
- in Wholesale Trade (6,843 peers)
- -21.0%
- assets change YoY
- 1.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $27M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Soft Drink Industry Pension Fund's outsized position by total assets
Soft Drink Industry Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$102,446,207 Top 7% higher than 93% 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
Filed plans by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
DOL schedule card
Filing strip 366051352 · Trustees of Soft Drink Industry Pension Fund PY 2022 · Defined Benefit (Pension)
Soft Drink Industry Pension Fund · $102M · N/A · 93rd
- EIN $102M
- RANK N/A
- PHOTO 93rd
- IND Defined Benefit (Pension)
- EOY near Buzzi Unicem USA Inc. Hourly Pension Plan
- 5500 ind #6453
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 Wholesale Trade retirement plans → · Plans in Illinois →
Soft Drink Industry Pension Fund in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $130M |
|---|---|
| Net Assets (End of Year) | $102M |
| Net Income | -$27M |
| Employer EIN | 366051352 |
| Plan Effective Date | 1961-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Soft Drink Industry Pension Fund)
Sponsor-wide plan assets over time
All Trustees of Soft Drink Industry Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $107M 4.7369201282386175% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $102M |
| 2023 | 1 | N/A | $104M |
| 2024 | 1 | N/A | $107M |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central States, Southeast & Southwest Areas Pension Plan $42.6B · 50,096
- State Farm Insurance Companies Retirement Plan for United States Employees $32.1B · 49,052
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.0B · 20,170
- John Deere Pension Plan for Salaried Employees $7.3B · N/A
- Abbott Laboratories Annuity Retirement Plan $6.8B · 16,809
Soft Drink Industry Pension Fund's closest out-of-state Defined Benefit (Pension) peers by assets
Outside Illinois, the nearest Defined Benefit (Pension) by end-of-year assets is Buzzi Unicem USA Inc. Hourly Pension Plan in PA at $102M (this filing: $102M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($102M here).
- Buzzi Unicem USA Inc. Hourly Pension Plan (PA) $102M · 344
- The Brookdale University Hospital and Medical Center Employees' Retirement Plan (NY) $103M · 216
- Covington Portfolio Pension Plan (DC) $102M · 294
- American Institute of Certified Public Accountants Revised Staff Pension Plan (NC) $103M · 296
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.