Defined Benefit (Pension) · DOL Form 5500 · 2022
Heartland Coca-Cola Bottling Company, LLC Pension Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 349
- Participants Below avg headcount
- 71st
- Percentile by assets National rank
- $39,769
- Avg per participant Low balance/head
Official DOL plan name: Heartland Coca-Cola Bargaining Employees' Pension Plan · Sponsored by Heartland Coca-Cola Bottling Company, LLC · Kansas · Manufacturing
$14M in assets, 349 participants
Heartland Coca-Cola Bottling Company, LLC's Heartland Coca-Cola Bargaining Employees' Pension Plan reported $14M in total assets and 349 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.
- #12,427 in Manufacturing (20,602 peers)
2022 asset change
Heartland Coca-Cola Bargaining Employees' Pension Plan pulled back noticeably 8.6% in 2022 ($15M → $14M) for 349 participants.
- #12,427
- in Manufacturing (20,602 peers)
- -8.6%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Heartland Coca-Cola Bargaining Employees' Pension Plan's outsized position by total assets
Heartland Coca-Cola Bargaining Employees' Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,879,466 Top 29% higher than 71% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Heartland Coca-Cola Bargaining Employees' Pension Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heartland Coca-Cola Bargaining Employees' Pension Plan sits mid-pack in the medium band (349 participants).
DOL schedule card
Filing strip 813590283 · Heartland Coca-Cola Bottling Company, LLC PY 2022 · Defined Benefit (Pension)
Heartland Coca-Cola Bargaining Employees' Pension Plan · $14M · 349 · 71st
- PCT $14M
- PCT 349
- PCT 71st
- PCT Defined Benefit (Pension)
- PCT near Gulf Coast Educators Fcu Employees' Pension Plan
- PCT ind #12427
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 Kansas →
Heartland Coca-Cola Bargaining Employees' Pension Plan in the asset neighbourhood
Heartland Coca-Cola Bottling Company, LLC years around the 2022 move
Sponsor-wide plan assets over time
All Heartland Coca-Cola Bottling Company, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 0.80962769028722% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 349 | $14M |
| 2023 | 1 | 297 | $13M |
| 2024 | 1 | 269 | $14M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$1M |
| Employer EIN | 813590283 |
| Plan Effective Date | 2017-02-25 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Kansas
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Koch Industries Employees' Pension Plan $1.6B · 6,466
- Sprint Retirement Pension Plan $1.2B · 4,700
- Spirit Aerosystems Holdings, Inc. Pension Value Plan a $670M · 996
- Invista Pension Plan for Certain Grandfathered Employees $406M · N/A
- Greater Kansas City Laborers Pension Plan $334M · 878
Heartland Coca-Cola Bargaining Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Kansas, the nearest Defined Benefit (Pension) by assets is Gulf Coast Educators Fcu Employees' Pension Plan in TX ($14M); by covered participants it is Jovia Financial Credit Union Defined Benefit Plan and Trust in NY (349 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Gulf Coast Educators Fcu Employees' Pension Plan (TX) $14M · 138
- Helena Agri-Enterprises, LLC Pension Plan for Production Workers & Truck Drivers (TN) $14M · 87
- American Nickeloid Company Peru Employees' Pension Plan (IL) $14M · 9
- Los Angeles Philharmonic Assoc and Musician Union, Local 47, American Federation of Musicians Pension Trust (CA) $14M · 34
Similar participant headcount
Nearest other-state filings by covered participants (349 participants); asset peers above are excluded.
- Jovia Financial Credit Union Defined Benefit Plan and Trust (NY) 349 · 0 off
- Federal Signal Corporation Retirement Plan (IL) 349 · 0 off
- Munich Reinsurance America, Inc. Pension Plan (NJ) 349 · 0 off
- Hodgson Russ Retirement Plan (NY) 349 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.