Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

Coca-Cola Bottling Company United, Inc. Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Coca-Cola Bottling Company United, Inc ยท Alabama ยท Manufacturing

What the 2023 filing shows

Coca-Cola Bottling Company United, Inc. Retirement Plan holds $211M for 1,292 participants - about $163,073 per participant, down 21.7% over the 2022 plan year.

$211M
total plan assets (2022 EOY)
1,292
covered participants
$163,073
avg assets per participant
-21.7%
assets change YoY

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

Total Assets (2023)
$211M
Participants
1,292
State
Industry
Manufacturing

What the Filing Says About Coca-Cola Bottling Company United, Inc. Retirement Plan

Coca-Cola Bottling Company United, Inc. Retirement Plan is a Defined Benefit (Pension) retirement plan sponsored by Coca-Cola Bottling Company United, Inc, headquartered in Alabama. As of the 2022 Form 5500 filing, the plan reports $211M in total end-of-year assets and covers 1,292 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 580148710, and the plan has been effective since 1948-11-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $269M at the beginning of 2022 to $211M at year-end โ€” a decline of 21.7%. Net assets (after liabilities) closed the year at $211M, with reported net income of $-58,502,113 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$269M
Total Assets (End of Year)$211M
Net Assets (End of Year)$211M
Net Income$-58,502,113
Plan TypeDefined Benefit (Pension)
Employer EIN580148710
Plan Effective Date1948-11-01
Filing StatusFILING RECEIVED

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

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 โ€” same state, same plan type โ€” ranked by total assets.

Frequently Asked Questions

How much money is in the Coca-Cola Bottling Company United, Inc. Retirement Plan?
As of the 2022 Form 5500 filing, Coca-Cola Bottling Company United, Inc. Retirement Plan holds $211M in total assets with 1,292 participants. It is sponsored by Coca-Cola Bottling Company United, Inc.
What type of plan is Coca-Cola Bottling Company United, Inc. Retirement Plan?
Coca-Cola Bottling Company United, Inc. Retirement Plan is a Defined Benefit (Pension) plan. It has been effective since 1948-11-01. The plan is filed with the U.S. Department of Labor under EIN 580148710.
Who sponsors the Coca-Cola Bottling Company United, Inc. Retirement Plan?
Coca-Cola Bottling Company United, Inc. Retirement Plan is sponsored by Coca-Cola Bottling Company United, Inc, located in Alabama. The sponsor's EIN is 580148710 and the plan operates in the Manufacturing industry.
How did Coca-Cola Bottling Company United, Inc. Retirement Plan perform in 2022?
Coca-Cola Bottling Company United, Inc. Retirement Plan declined by 21.7% during 2022, moving from $269M to $211M in total assets. Net income was $-58,502,113.
Where can I find official filings for Coca-Cola Bottling Company United, Inc. Retirement Plan?
Official Form 5500 filings for Coca-Cola Bottling Company United, Inc. Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 580148710 or plan name at efast.dol.gov.
How does Coca-Cola Bottling Company United, Inc. Retirement Plan compare to other plans?
You can compare Coca-Cola Bottling Company United, Inc. Retirement Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in Alabama on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 580148710.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

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