401(k) · DOL Form 5500 · 2022

Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
307
Participants Below avg headcount
85th
Percentile by assets National rank
$123,178
Avg per participant Near avg balance/head
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Official DOL plan name: Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris · Sponsored by Pepsi-Cola Newburgh Bottling Co., Inc. · New York · Manufacturing

$38M in assets, 307 participants

Pepsi-Cola Newburgh Bottling Co., Inc.'s Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris reported $38M in total assets and 307 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #16,275 in Manufacturing (20,602 peers)

Coverage in New York

Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris covers 307 participants in New York, about 38% of the average New York filer (state average ~798 per filing). Assets: $38M.

#16,275
in Manufacturing (20,602 peers)
-8.9%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris's outsized position by total assets

Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris vs every filed plan by assets

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

$37,815,777 Top 15% higher than 85% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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

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

Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris sits mid-pack in the medium band (307 participants).

EBSA filing schedule strip

Filing strip 141263911 · Pepsi-Cola Newburgh Bottling Co., Inc. PY 2022 · 401(k)

Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris · $38M · 307 · 85th

  • BOOK $38M
  • VS-ST 307
  • BOY 85th
  • SCH 401(k)
  • EBSA near Image First Holdings, LLC Retirement Savings Plan
  • PART ind #16275

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 →

Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris in the asset neighbourhood

Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola BrisPepsi-Cola Newburgh Bottling…$38MImage First Holdings, LLC Retirement Savings PlanImage First Holdings, LLC Re…$38MShoptikal 401(k) Plan$38MCordis US Corp. Retirement Savings PlanCordis US Corp. Retirement S…$38MThe Federal Savings Bank Retirement PlanThe Federal Savings Bank Ret…$38M
End-of-year total assets ($M) among Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$38M
Net Income-$4M
Employer EIN141263911
Plan Effective Date1990-07-20
Filing StatusFILING RECEIVED

Sponsor Plan History (Pepsi-Cola Newburgh Bottling Co., Inc.)

Sponsor-wide plan assets over time

All Pepsi-Cola Newburgh Bottling Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$45M 20.163861765950227% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $37.8M $45.4M ▲ +20.1%
Year Plans Participants Total Assets
2022 1 307 $38M
2023 1 331 $44M
2024 1 348 $45M

Nearby 401(k) Plans in New York

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

Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris, Total assets ($B): 0.037815777 · Participants: 307Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola BrisIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris vs. nearby 401(k) plans in New York, assets vs. participants
Compare Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris side-by-side with 3 peers →

Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Image First Holdings, LLC Retirement Savings Plan in PA ($38M); by covered participants it is Avaap USA, LLC 401(k) in OH (307 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($38M here).

Similar participant headcount

Nearest other-state filings by covered participants (307 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris assets move in 2022? ▼
Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris pulled back noticeably - down 8.9% during 2022, from $41M to $38M. Reported net income was -$4M.
How have Pepsi-Cola Newburgh Bottling Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pepsi-Cola Newburgh Bottling Co., Inc.'s sponsor-wide assets grew 20.2%, from $38M to $45M.
Where does Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris rank by assets among Form 5500 filers? ▼
Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris? ▼
Among 401(k) plans in other states, the closest by assets is Image First Holdings, LLC Retirement Savings Plan in PA ($38M, 3,146 participants).
Which 401(k) plans cover a similar participant headcount to Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris? ▼
Among 401(k) plans in other states, the closest by covered participants is Avaap USA, LLC 401(k) in OH (307 participants, $34M in assets).

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 141263911.

Read our methodology - how this data is sourced, computed, and verified.

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