Defined Benefit (Pension) · DOL Form 5500 · 2022

Pepsi-Cola Bottling Co. of New York Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
6
Participants Small participant base
37th
Percentile by assets National rank
$412,399
Avg per participant High balance/head
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Official DOL plan name: Pepsi-Cola Hourly Employees' Retirement Plan · Sponsored by Pepsi-Cola Bottling Co. of New York · New York · Manufacturing

$2M in assets, 6 participants

Pepsi-Cola Bottling Co. of New York's Pepsi-Cola Hourly Employees' Retirement Plan reported $2M in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.

  • #4,226 in Manufacturing (20,602 peers)

Pepsi-Cola Bottling Co. of New York multi-year trail

Pepsi-Cola Bottling Co. of New York's plans moved +21.7% in assets from 2022 to 2024; this filing shows Pepsi-Cola Hourly Employees' Retirement Plan at $2M / 6 participants.

#4,226
in Manufacturing (20,602 peers)
-21.6%
assets change YoY

The plan reported a net loss of $683K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pepsi-Cola Hourly Employees' Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Pepsi-Cola Hourly Employees' Retirement Plan vs every filed plan by assets

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

$2,474,394 37th percentile higher than 37% 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-Cola Hourly Employees' Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pepsi-Cola Hourly Employees' Retirement Plan is a micro filing (6 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 112692997 · Pepsi-Cola Bottling Co. of New York PY 2022 · Defined Benefit (Pension)

Pepsi-Cola Hourly Employees' Retirement Plan · $2M · 6 · 37th

  • PCT $2M
  • PCT 6
  • PCT 37th
  • PCT Defined Benefit (Pension)
  • PCT near Village-Local 72 Retail Clerks Ees Ret. Plan
  • PCT ind #4226

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 New York →

Pepsi-Cola Hourly Employees' Retirement Plan in the asset neighbourhood

Pepsi-Cola Hourly Employees' Retirement PlanPepsi-Cola Hourly Employees'…$2MVillage-Local 72 Retail Clerks Ees Ret. PlanVillage-Local 72 Retail Cler…$2MRichard R. M. Francis, M.D., P.a. Defined Benefit Pension PlanRichard R. M. Francis, M.D.,…$2MAyer Pension Plan$2MAmerican Lending Center Holdings Inc. Defined Benefit Pension PlanAmerican Lending Center Hold…$2M
End-of-year total assets ($M) among Pepsi-Cola Hourly Employees' Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Pepsi-Cola Bottling Co. of New York multi-year asset trail

Sponsor-wide plan assets over time

All Pepsi-Cola Bottling Co. of New York plans reported in each filing year

Latest sponsor-wide plan assets
$18M 21.7342174822141% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $14.8M $18M ▲ +21.7%
Year Plans Participants Total Assets
2022 2 69 $15M
2023 2 68 $18M
2024 2 63 $18M

Pepsi-Cola Bottling Co. of New York filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$683K
Employer EIN112692997
Plan Effective Date1984-07-23
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

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

Pepsi-Cola Hourly Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Pepsi-Cola Hourly Employees' Retirement Plan, Total assets ($B): 0.002474394 · Participants: 6Pepsi-Cola Hourly Employees' Retirement PlanIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Pepsi-Cola Hourly Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Pepsi-Cola Hourly Employees' Retirement Plan side-by-side with 3 peers →

Pepsi-Cola Hourly Employees' Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Village-Local 72 Retail Clerks Ees Ret. Plan in NJ ($2M); by covered participants it is Wuiteng Koh, Dds, Ms, Ps Defined Benefit Plan in WA (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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-Cola Hourly Employees' Retirement Plan assets move in 2022? ▼
Pepsi-Cola Hourly Employees' Retirement Plan declined sharply - down 21.6% during 2022, from $3M to $2M. Reported net income was -$683K.
How have Pepsi-Cola Bottling Co. of New York plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pepsi-Cola Bottling Co. of New York's sponsor-wide assets grew 21.7%, from $15M to $18M.
Which Defined Benefit (Pension) plans are similar in size to Pepsi-Cola Hourly Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Village-Local 72 Retail Clerks Ees Ret. Plan in NJ ($2M, 43 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pepsi-Cola Hourly Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Wuiteng Koh, Dds, Ms, Ps Defined Benefit Plan in WA (6 participants, N/A 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 112692997.

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.