Defined Benefit (Pension) · DOL Form 5500 · 2022

Coca-Cola Bottling Company United, Inc Pension Plan

Data updated 2026-08-11

$211M
Total assets
1,292
Participants
96th
Percentile by assets
$163,073
Avg per participant
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Official DOL plan name: Coca-Cola Bottling Company United, Inc. Retirement Plan · Sponsored by Coca-Cola Bottling Company United, Inc · Alabama · Manufacturing

$211M in assets, 1,292 participants

Coca-Cola Bottling Company United, Inc's Coca-Cola Bottling Company United, Inc. Retirement Plan reported $211M in total assets and 1,292 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • 96th percentile by assets (of 139,126 plans)
  • #19,230 in Manufacturing (20,602 peers)

Coverage in Alabama

Coca-Cola Bottling Company United, Inc. Retirement Plan covers 1,292 participants in Alabama, 3.6x the typical Alabama plan (state average ~360 per filing). Assets: $211M.

$211M
total plan assets (2022 EOY)
1,292
covered participants
96th
percentile by assets (of 139,126 plans)
$163,073
avg assets per participant

The plan reported a net loss of $59M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State
Industry

Participants vs Alabama filers

In Alabama, the average filing covers about 360 participants across 1,591 plans. Coca-Cola Bottling Company United, Inc. Retirement Plan reports 1,292 participants - 3.6x that state average ($211M EOY assets).

Alabama filing particulars

Total Assets (Beginning of Year)$269M
Net Assets (End of Year)$211M
Net Income-$59M
Employer EIN580148710
Plan Effective Date1948-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Coca-Cola Bottling Company United, Inc)

$600M$700M$800M$900M 202220232024 $647M $824M ▲ +27.4%
Total plan assets by year, all Coca-Cola Bottling Company United, Inc plans on file
Year Plans Participants Total Assets
2022 2 9,904 $647M
2023 2 10,456 $751M
2024 2 10,329 $824M

Nearby Defined Benefit (Pension) Plans in Alabama

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Coca-Cola Bottling Company United, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants

Coca-Cola Bottling Company United, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants Scatter plot of 6 data points. 0100020003000 00.511.5 Total assets ($B) Participants Coca-Cola Bottling C…Regions Financial Co…Regions Financial Co…Blue Cross and Blue …Vulcan Materials Com…American Cast Iron P…
Coca-Cola Bottling Company United, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Coca-Cola Bottling Company United, Inc. Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Coca-Cola Bottling Company United, Inc. Retirement Plan assets move in 2022?
Coca-Cola Bottling Company United, Inc. Retirement Plan declined sharply - down 21.7% during 2022, from $269M to $211M. Reported net income was -$59M.
How have Coca-Cola Bottling Company United, Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Coca-Cola Bottling Company United, Inc's sponsor-wide assets grew 27.4%, from $647M to $824M.
Where does Coca-Cola Bottling Company United, Inc. Retirement Plan rank by assets among Form 5500 filers?
Coca-Cola Bottling Company United, Inc. Retirement Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Coca-Cola Bottling Company United, Inc. Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Constellium Rolled Products Master Retirement Trus in WV ($211M, N/A participants).

Next read for Coca-Cola Bottling Company United, Inc. …

Filing takeaways

Ways to act on Coca-Cola Bottling Company United, Inc. Retirement Plan's numbers.

  • By total assets, Coca-Cola Bottling Company United, Inc. Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Alabama. Compare plans
  • Coca-Cola Bottling Company United, Inc's sponsor-wide assets have grown 27.4% since 2022 across 3 plan years on file. More Manufacturing plans