Defined Benefit (Pension) · DOL Form 5500 · 2022
Trustees of Soft Drink Industry Pension Fund Pension Plan
Data updated 2026-08-11
- $102M
- Total assets
- N/A
- Participants
- 93rd
- Percentile by assets
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.
- 93rd percentile by assets (of 139,126 plans)
- #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.
- $102M
- total plan assets (2022 EOY)
- N/A
- covered participants
- 93rd
- percentile by assets (of 139,126 plans)
- -21.0%
- assets change YoY
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.
Where Soft Drink Industry Pension Fund sits 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
Soft Drink Industry Pension Fund vs the 2022 asset distribution
By assets, Soft Drink Industry Pension Fund outranks 93% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).
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)
| 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.
Soft Drink Industry Pension Fund vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Soft Drink Industry Pension Fund by total assets, not by location.
- 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
Frequently Asked Questions
How did Soft Drink Industry Pension Fund assets move in 2022? ▼
How have Trustees of Soft Drink Industry Pension Fund plan assets changed over time? ▼
Where does Soft Drink Industry Pension Fund rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Soft Drink Industry Pension Fund? ▼
Next read for Soft Drink Industry Pension Fund
Scale reading
Ways to act on Soft Drink Industry Pension Fund's numbers.
- By total assets, Soft Drink Industry Pension Fund ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Illinois. Compare plans
- Trustees of Soft Drink Industry Pension Fund's sponsor-wide assets have grown 4.7% since 2022 across 3 plan years on file. More Wholesale Trade plans