401(k) · DOL Form 5500 · 2022
Coca-Cola Bottling Company United, Inc. 401(k) Plan
Data updated 2026-08-25
- $436M
- Total assets Above avg plan size
- 8,612
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $50,621
- Avg per participant Low balance/head
Official DOL plan name: Coca-Cola Bottling Company United, Inc. 401(k) Plan · Sponsored by Coca-Cola Bottling Company United, Inc. · Alabama · Manufacturing
$436M in assets, 8,612 participants
Coca-Cola Bottling Company United, Inc.'s Coca-Cola Bottling Company United, Inc. 401(k) Plan reported $436M in total assets and 8,612 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #19,789 in Manufacturing (20,602 peers)
Coverage in Alabama
Coca-Cola Bottling Company United, Inc. 401(k) Plan covers 8,612 participants in Alabama, 24x the typical Alabama plan (state average ~360 per filing). Assets: $436M.
- #19,789
- in Manufacturing (20,602 peers)
- -14.8%
- assets change YoY
- 4.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $76M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Coca-Cola Bottling Company United, Inc. 401(k) Plan's outsized position by total assets
Coca-Cola Bottling Company United, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$435,945,045 Top 2% higher than 98% 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
Coca-Cola Bottling Company United, Inc. 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Coca-Cola Bottling Company United, Inc. 401(k) Plan lands in the large band (8,612 participants).
DOL schedule card
Filing strip 580148710 · Coca-Cola Bottling Company United, Inc. PY 2022 · 401(k)
Coca-Cola Bottling Company United, Inc. 401(k) Plan · $436M · 8,612 · 98th
- BOOK $436M
- BOOK 8,612
- BOOK 98th
- BOOK 401(k)
- BOOK near Donnelley Financial Savings Plan
- BOOK ind #19789
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 Alabama →
Coca-Cola Bottling Company United, Inc. 401(k) Plan in the asset neighbourhood
Alabama filing particulars
| Total Assets (Beginning of Year) | $512M |
|---|---|
| Net Assets (End of Year) | $436M |
| Net Income | -$76M |
| Employer EIN | 580148710 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Coca-Cola Bottling Company United, Inc.)
Sponsor-wide plan assets over time
All Coca-Cola Bottling Company United, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $824M 27.415112251832397% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 9,904 | $647M |
| 2023 | 2 | 10,456 | $751M |
| 2024 | 2 | 10,329 | $824M |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation 401(k) Plan $2.5B · 20,809
- Encompass Health Corporation Retirement Investment Plan $1.2B · 26,602
- Hexagon Employee Retirement Savings Plan $1.2B · 4,237
- Vulcan 401(k) Plan $1.1B · 8,489
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $930M · 4,593
Scale composition for Coca-Cola Bottling Company United, Inc. 401(k) Plan
Coca-Cola Bottling Company United, Inc. 401(k) Plan reports $436M in end-of-year assets across 8,612 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $50,621 per participant (37% of the national average assets-per-participant) . Net income for plan year 2022 was -$76M.
This plan identity (EIN 580148710, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $436M to $610M (+39.8%) while covered participants moved from 8,612 to 9,189 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,612 | $436M | This page |
| 2023 | 9,248 | $530M | Open filing |
| 2024 · index core | 9,189 | $610M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Coca-Cola Bottling Company United, Inc. 401(k) Plan (401(k), $610M, 9,189 participants)
- Coca-Cola Bottling Company United, Inc. Retirement Plan (Defined Benefit (Pension), $214M, 1,140 participants)
Coca-Cola Bottling Company United, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is Donnelley Financial Savings Plan in IL ($436M); by covered participants it is Mastercard Savings Plan in NY (8,606 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($436M here).
- Donnelley Financial Savings Plan (IL) $436M · 1,767
- Process Equipment Group 401(k) Savings Plan (IN) $437M · 2,794
- Kent Corporation Retirement Plan (IA) $437M · 1,641
- Coherent Corp. 401(k) Profit Sharing Plan (CA) $435M · 1,628
Similar participant headcount
Nearest other-state filings by covered participants (8,612 participants); asset peers above are excluded.
- Mastercard Savings Plan (NY) 8,606 · 6 off
- Cdw Coworkers' Profit Sharing Plan (IL) 8,605 · 7 off
- Crate and Barrel Retirement Savings Plan (IL) 8,602 · 10 off
- Crst Expedited Inc D/B/a Crst the Transportation Solution Inc Ps 401(k) Plan (IA) 8,624 · 12 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.