Defined Benefit (Pension) · DOL Form 5500 · 2022

Coca-Cola Bottling Company United, Inc Pension Plan

Data updated 2026-08-25

$211M
Total assets Near avg plan size
1,292
Participants Near avg headcount
96th
Percentile by assets National rank
$163,073
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#19,230
in Manufacturing (20,602 peers)
-21.7%
assets change YoY
2.1×
vs typical plan assets (national mean)

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.

Coca-Cola Bottling Company United, Inc. Retirement Plan's outsized position by total assets

Coca-Cola Bottling Company United, Inc. Retirement Plan vs every filed plan by assets

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

$210,689,878 Top 4% higher than 96% 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

Coca-Cola Bottling Company United, Inc. Retirement 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. Retirement Plan lands in the large band (1,292 participants).

Published 5500 schedule card

Filing strip 580148710 · Coca-Cola Bottling Company United, Inc PY 2022 · Defined Benefit (Pension)

Coca-Cola Bottling Company United, Inc. Retirement Plan · $211M · 1,292 · 96th

  • 5500 $211M
  • 5500 1,292
  • 5500 96th
  • 5500 Defined Benefit (Pension)
  • 5500 near Constellium Rolled Products Master Retirement Trus
  • 5500 ind #19230

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. Retirement Plan in the asset neighbourhood

Nc Farm Bureau Mutual Insurance Company Retirement PlanNc Farm Bureau Mutual Insura…$211MConstellium Rolled Products Master Retirement TrusConstellium Rolled Products …$211MCoca-Cola Bottling Company United, Inc. Retirement PlanCoca-Cola Bottling Company U…$211MPjm Interconnection, LLC Pension PlanPjm Interconnection, LLC Pen…$210MThe Chambersburg Hospital Pension Plan for Union Represented EmployeesThe Chambersburg Hospital Pe…$210M
End-of-year total assets ($M) among Coca-Cola Bottling Company United, Inc. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

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)

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
$600M$700M$800M$900M 202220232024 $647M $824M ▲ +27.4%
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 Scatter plot of 6 data points. 0100020003000 00.511.5 Total assets ($B) Participants Coca-Cola Bottling Company United, Inc. Retirement Plan, Total assets ($B): 0.210689878 · Participants: 1292Coca-Cola Bottling Company United, Inc. Retirement PlanRegions Financial Corporation Retirement Plan, Total assets ($B): 1.234102296 · Participants: 309Regions Financial Corporation Retirement PlanRegions Financial Corporation Retirement Plan for Associates, Total assets ($B): 0.700189014 · Participants: 2672Regions Financial Corporation Retirement Plan for AssociatesBlue Cross and Blue Shield of Alabama Retirement Plan, Total assets ($B): 0.655441132 · Participants: 2154Blue Cross and Blue Shield of Alabama Retirement PlanVulcan Materials Company Pension Plan, Total assets ($B): 0.502591014 · Participants: 879Vulcan Materials Company Pension PlanAmerican Cast Iron Pipe Company Pension Plan, Total assets ($B): 0.432303132 · Participants: 869American Cast Iron Pipe Company Pension Plan
Coca-Cola Bottling Company United, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants
Compare Coca-Cola Bottling Company United, Inc. Retirement Plan side-by-side with 3 peers →

Coca-Cola Bottling Company United, Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Alabama, the nearest Defined Benefit (Pension) by assets is Constellium Rolled Products Master Retirement Trus in WV ($211M); by covered participants it is Coca-Cola Consolidated, Inc. Employees Pension Plan in NC (1,293 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,292 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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Coca-Cola Bottling Company United, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Coca-Cola Consolidated, Inc. Employees Pension Plan in NC (1,293 participants, $235M 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 580148710.

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.