401(k) · DOL Form 5500 · 2022

Coca-Cola Consolidated, Inc. 401(k) Plan

Data updated 2026-08-11

$810M
Total assets: 13,596
Participants: 99th
Percentile by assets: $59,607
Avg per participant

Official DOL plan name: Coca-Cola Consolidated, Inc. 401(k) Plan · Sponsored by Coca-Cola Consolidated, Inc. · North Carolina · Manufacturing

$810M in assets, 13,596 participants

Coca-Cola Consolidated, Inc.'s Coca-Cola Consolidated, Inc. 401(k) Plan reported $810M in total assets and 13,596 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.

99th percentile by assets (of 139,126 plans)
#20,106 in Manufacturing (20,602 peers)

Coverage in North Carolina

Coca-Cola Consolidated, Inc. 401(k) Plan covers 13,596 participants in North Carolina, 17x the typical North Carolina plan (state average ~819 per filing). Assets: $810M.

$810M
total plan assets (2022 EOY): 13,596
covered participants: 99th
percentile by assets (of 139,126 plans): $59,607
avg assets per participant

The plan reported a net loss of $156M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State

North Carolina

Industry

Manufacturing

Participants vs North Carolina filers

In North Carolina, the average filing covers about 819 participants across 3,515 plans. Coca-Cola Consolidated, Inc. 401(k) Plan reports 13,596 participants - 17x that state average ($810M EOY assets).

North Carolina filing particulars

Total Assets (Beginning of Year)	$967M
Net Assets (End of Year)	$810M
Net Income	-$156M
Employer EIN	560950585
Plan Effective Date	1974-04-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Coca-Cola Consolidated, Inc.)

Total plan assets by year, all Coca-Cola Consolidated, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	14,889	$1.0B
2023	2	16,391	$954M
2024	2	15,589	$1.1B

Nearby 401(k) Plans in North Carolina

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

Coca-Cola Consolidated, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

The Bank of America 401(k) Plan $47.1B · 169,036
Honeywell 401(k) Plan $14.6B · 39,007
Duke Energy Retirement Savings Plan $9.4B · 27,731
Truist Financial Corporation 401(k) Savings Plan $9.0B · 51,871
Lowes 401(k) Plan $7.4B · 284,864

Compare Coca-Cola Consolidated, Inc. 401(k) Plan side-by-side with 3 peers →

Scale composition for Coca-Cola Consolidated, Inc. 401(k) Plan

Coca-Cola Consolidated, Inc. 401(k) Plan reports $810M in end-of-year assets across 13,596 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.014% of 93,925,755 covered participants) - about $59,607 per participant (43% of the national average assets-per-participant) . Net income for plan year 2022 was -$156M.

This plan identity (EIN 560950585, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $810M to $1.1B (+31.4%) while covered participants moved from 13,596 to 15,589 . Single-year sparse filers cannot show that trail.

Plan year	Participants	EOY assets	Filing
2022	13,596	$810M	This page
2023	15,141	$946M	Open filing
2024 · index core	15,589	$1.1B	Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Coca-Cola Consolidated, Inc. 401(k) Plan (401(k), $1.1B, 15,589 participants)

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Coca-Cola Consolidated, Inc. 401(k) Plan by total assets, not by location.

Yum Brands 401(k) Plan (KY) $810M · 20,258
Independence Blue Cross Blue Chip Retirement Savings Plan (PA) $809M · 3,858
Orrick, Herrington & Sutcliffe LLP Retirement Plan (WV) $808M · 1,866
Norton Rose Fulbright US L.L.P. 401(k) and Profit Sharing Plan (TX) $814M · 1,431

Frequently Asked Questions

How did Coca-Cola Consolidated, Inc. 401(k) Plan assets move in 2022? ▼

Coca-Cola Consolidated, Inc. 401(k) Plan declined sharply - down 16.2% during 2022, from $967M to $810M. Reported net income was -$156M.

How have Coca-Cola Consolidated, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Coca-Cola Consolidated, Inc.'s sponsor-wide assets grew 1.8%, from $1.0B to $1.1B.

Where does Coca-Cola Consolidated, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼

Coca-Cola Consolidated, Inc. 401(k) Plan ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).

Which 401(k) plans are similar in size to Coca-Cola Consolidated, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Yum Brands 401(k) Plan in KY ($810M, 20,258 participants).

Next read for Coca-Cola Consolidated, Inc. 401(k) Plan

Filing takeaways

Ways to act on Coca-Cola Consolidated, Inc. 401(k) Plan's numbers.

By total assets, Coca-Cola Consolidated, Inc. 401(k) Plan ranks among the largest 1% of all filed plans. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in North Carolina. Compare plans
Coca-Cola Consolidated, Inc.'s sponsor-wide assets have grown 1.8% since 2022 across 3 plan years on file. More Manufacturing plans

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 560950585.