Other
2022 plan-year Other DOL Form 5500

The Coca-Cola Bottling Company of New York & Teamsters Local 125 Jointly Administered Pension Plan

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

Sponsored by Coca-Cola Refreshments USA, Inc. ยท Georgia ยท Manufacturing

What the 2023 filing shows

The Coca-Cola Bottling Company of New York & Teamsters Local 125 Jointly Administered Pension Plan holds N/A for N/A participants.

N/A
total plan assets (2022 EOY)
N/A
covered participants
$-17,635,512
reported net income

The plan reported a net loss of $18M for the year โ€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
N/A
Participants
N/A
State
Industry
Manufacturing

What the Filing Says About The Coca-Cola Bottling Company of New York & Teamsters Local 125 Jointly Administered Pension Plan

The Coca-Cola Bottling Company of New York & Teamsters Local 125 Jointly Administered Pension Plan is a Other retirement plan sponsored by Coca-Cola Refreshments USA, Inc., headquartered in Georgia. As of the 2022 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers N/A participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 580503352, and the plan has been effective since 1997-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $96M at the beginning of 2022 to N/A at year-end. Net assets (after liabilities) closed the year at N/A, with reported net income of $-17,635,512 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.

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)$96M
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Net Income$-17,635,512
Plan TypeOther
Employer EIN580503352
Plan Effective Date1997-09-01
Filing StatusFILING RECEIVED

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Frequently Asked Questions

How much money is in the The Coca-Cola Bottling Company of New York & Teamsters Local 125 Jointly Administered Pension Plan?
As of the 2022 Form 5500 filing, The Coca-Cola Bottling Company of New York & Teamsters Local 125 Jointly Administered Pension Plan holds N/A in total assets with N/A participants. It is sponsored by Coca-Cola Refreshments USA, Inc..
What type of plan is The Coca-Cola Bottling Company of New York & Teamsters Local 125 Jointly Administered Pension Plan?
The Coca-Cola Bottling Company of New York & Teamsters Local 125 Jointly Administered Pension Plan is a Other plan. It has been effective since 1997-09-01. The plan is filed with the U.S. Department of Labor under EIN 580503352.
Who sponsors the The Coca-Cola Bottling Company of New York & Teamsters Local 125 Jointly Administered Pension Plan?
The Coca-Cola Bottling Company of New York & Teamsters Local 125 Jointly Administered Pension Plan is sponsored by Coca-Cola Refreshments USA, Inc., located in Georgia. The sponsor's EIN is 580503352 and the plan operates in the Manufacturing industry.
How did The Coca-Cola Bottling Company of New York & Teamsters Local 125 Jointly Administered Pension Plan perform in 2022?
The Coca-Cola Bottling Company of New York & Teamsters Local 125 Jointly Administered Pension Plan held N/A in total assets at the end of 2022. Net income was $-17,635,512.
Where can I find official filings for The Coca-Cola Bottling Company of New York & Teamsters Local 125 Jointly Administered Pension Plan?
Official Form 5500 filings for The Coca-Cola Bottling Company of New York & Teamsters Local 125 Jointly Administered Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 580503352 or plan name at efast.dol.gov.
How does The Coca-Cola Bottling Company of New York & Teamsters Local 125 Jointly Administered Pension Plan compare to other plans?
You can compare The Coca-Cola Bottling Company of New York & Teamsters Local 125 Jointly Administered Pension Plan against other Other plans on the plan type page, or view plans in Georgia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 580503352.

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.