401(k) · DOL Form 5500 · 2022

Pepsi Bottling Ventures, LLC 401(k) Plan

Data updated 2026-08-25

$187M
Total assets Near avg plan size
2,536
Participants Above avg headcount
95th
Percentile by assets National rank
$73,836
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pepsi Bottling Ventures 401(k) Plan · Sponsored by Pepsi Bottling Ventures, LLC · North Carolina · Manufacturing

$187M in assets, 2,536 participants

Pepsi Bottling Ventures, LLC's Pepsi Bottling Ventures 401(k) Plan reported $187M in total assets and 2,536 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #19,110 in Manufacturing (20,602 peers)

Coverage in North Carolina

Pepsi Bottling Ventures 401(k) Plan covers 2,536 participants in North Carolina, 3.1x the typical North Carolina plan (state average ~819 per filing). Assets: $187M.

#19,110
in Manufacturing (20,602 peers)
-15.2%
assets change YoY
1.9×
vs typical plan assets (national mean)

The plan reported a net loss of $33M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pepsi Bottling Ventures 401(k) Plan's outsized position by total assets

Pepsi Bottling Ventures 401(k) Plan vs every filed plan by assets

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

$187,248,359 Top 5% higher than 95% 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

Pepsi Bottling Ventures 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. Pepsi Bottling Ventures 401(k) Plan lands in the large band (2,536 participants).

Published 5500 schedule card

Filing strip 223657794 · Pepsi Bottling Ventures, LLC PY 2022 · 401(k)

Pepsi Bottling Ventures 401(k) Plan · $187M · 2,536 · 95th

  • PART $187M
  • TYPE 2,536
  • NET 95th
  • BOOK 401(k)
  • VS-ST near Ti Group Automotive Systems Employees' Savings Plan
  • BOY ind #19110

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 North Carolina →

Pepsi Bottling Ventures 401(k) Plan in the asset neighbourhood

Zachry Corporation Employees 401(k) PlanZachry Corporation Employees…$187MTi Group Automotive Systems Employees' Savings PlanTi Group Automotive Systems …$187MPepsi Bottling Ventures 401(k) PlanPepsi Bottling Ventures 401(…$187MVornado Realty Trust 401(k) PlanVornado Realty Trust 401(k) …$187MTrimark Retirement Savings PlanTrimark Retirement Savings P…$187M
End-of-year total assets ($M) among Pepsi Bottling Ventures 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$221M
Net Assets (End of Year)$187M
Net Income-$33M
Employer EIN223657794
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pepsi Bottling Ventures, LLC)

Sponsor-wide plan assets over time

All Pepsi Bottling Ventures, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$220M 17.328225023323167% vs 2022
2024 filing year
$180M$190M$200M$210M$220M$230M 202220232024 $187M $220M ▲ +17.3%
Year Plans Participants Total Assets
2022 1 2,536 $187M
2023 1 2,674 $206M
2024 1 2,983 $220M

Nearby 401(k) Plans in North Carolina

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Pepsi Bottling Ventures 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Pepsi Bottling Ventures 401(k) Plan, Total assets ($B): 0.187248359 · Participants: 2536Pepsi Bottling Ventures 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Pepsi Bottling Ventures 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Pepsi Bottling Ventures 401(k) Plan side-by-side with 3 peers →

Pepsi Bottling Ventures 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Ti Group Automotive Systems Employees' Savings Plan in MI ($187M); by covered participants it is Ashley Furniture Homestore 401(k) Plan in TN (2,537 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($187M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,536 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 Pepsi Bottling Ventures 401(k) Plan assets move in 2022? ▼
Pepsi Bottling Ventures 401(k) Plan declined sharply - down 15.2% during 2022, from $221M to $187M. Reported net income was -$33M.
How have Pepsi Bottling Ventures, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pepsi Bottling Ventures, LLC's sponsor-wide assets grew 17.3%, from $187M to $220M.
Where does Pepsi Bottling Ventures 401(k) Plan rank by assets among Form 5500 filers? ▼
Pepsi Bottling Ventures 401(k) Plan ranks in the 95th 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 401(k) plans are similar in size to Pepsi Bottling Ventures 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ti Group Automotive Systems Employees' Savings Plan in MI ($187M, 1,829 participants).
Which 401(k) plans cover a similar participant headcount to Pepsi Bottling Ventures 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ashley Furniture Homestore 401(k) Plan in TN (2,537 participants, $18M 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 223657794.

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.