401(k)
2022 plan-year 401(k) DOL Form 5500

Coca Cola Beverages Northeast, Inc. Incentive Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA β€” verify with linked source filings below.

Sponsored by Coca-Cola Beverages Northeast, Inc. Β· New Hampshire Β· Manufacturing

What the 2023 filing shows

Coca Cola Beverages Northeast, Inc. Incentive Savings Plan holds $308M for 2,662 participants - about $115,647 per participant, down 16.9% over the 2022 plan year.

$308M
total plan assets (2022 EOY)
2,662
covered participants
$115,647
avg assets per participant
-16.9%
assets change YoY

The plan reported a net loss of $62M for the year β€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$308M
Participants
2,662
Industry
Manufacturing

What the Filing Says About Coca Cola Beverages Northeast, Inc. Incentive Savings Plan

Coca Cola Beverages Northeast, Inc. Incentive Savings Plan is a 401(k) retirement plan sponsored by Coca-Cola Beverages Northeast, Inc., headquartered in New Hampshire. As of the 2022 Form 5500 filing, the plan reports $308M in total end-of-year assets and covers 2,662 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 042614952, and the plan has been effective since 1986-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $370M at the beginning of 2022 to $308M at year-end β€” a decline of 16.9%. Net assets (after liabilities) closed the year at $308M, with reported net income of $-62,475,619 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows β€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$370M
Total Assets (End of Year)$308M
Net Assets (End of Year)$308M
Net Income$-62,475,619
Plan Type401(k)
Employer EIN042614952
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Coca-Cola Beverages Northeast, Inc.)

Year Plans Participants Total Assets
2022 2 3,758 $398M
2023 2 3,801 $463M
2024 3 3,914 $498M

Nearby 401(k) Plans in New Hampshire

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

Frequently Asked Questions

How much money is in the Coca Cola Beverages Northeast, Inc. Incentive Savings Plan?
As of the 2022 Form 5500 filing, Coca Cola Beverages Northeast, Inc. Incentive Savings Plan holds $308M in total assets with 2,662 participants. It is sponsored by Coca-Cola Beverages Northeast, Inc..
What type of plan is Coca Cola Beverages Northeast, Inc. Incentive Savings Plan?
Coca Cola Beverages Northeast, Inc. Incentive Savings Plan is a 401(k) plan. It has been effective since 1986-01-01. The plan is filed with the U.S. Department of Labor under EIN 042614952.
Who sponsors the Coca Cola Beverages Northeast, Inc. Incentive Savings Plan?
Coca Cola Beverages Northeast, Inc. Incentive Savings Plan is sponsored by Coca-Cola Beverages Northeast, Inc., located in New Hampshire. The sponsor's EIN is 042614952 and the plan operates in the Manufacturing industry.
How did Coca Cola Beverages Northeast, Inc. Incentive Savings Plan perform in 2022?
Coca Cola Beverages Northeast, Inc. Incentive Savings Plan declined by 16.9% during 2022, moving from $370M to $308M in total assets. Net income was $-62,475,619.
Where can I find official filings for Coca Cola Beverages Northeast, Inc. Incentive Savings Plan?
Official Form 5500 filings for Coca Cola Beverages Northeast, Inc. Incentive Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 042614952 or plan name at efast.dol.gov.
How does Coca Cola Beverages Northeast, Inc. Incentive Savings Plan compare to other plans?
You can compare Coca Cola Beverages Northeast, Inc. Incentive Savings Plan against other 401(k) plans on the plan type page, or view plans in New Hampshire on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) β€” original filing retrieval by EIN 042614952.

Reference: IRS Publication 560 β€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B β€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

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