Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees of Cleveland Soft Drink Workers Pension Plan Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
N/A
Participants Small participant base
47th
Percentile by assets National rank
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Official DOL plan name: Cleveland Soft Drink Workers Pension Plan · Sponsored by Board of Trustees of Cleveland Soft Drink Workers Pension Plan · Ohio · Manufacturing

$4M in assets, N/A participants

Board of Trustees of Cleveland Soft Drink Workers Pension Plan's Cleveland Soft Drink Workers Pension Plan reported $4M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.

  • #6,234 in Manufacturing (20,602 peers)

Board of Trustees of Cleveland Soft Drink Workers Pension Plan multi-year trail

Board of Trustees of Cleveland Soft Drink Workers Pension Plan's plans moved -37.7% in assets from 2022 to 2024; this filing shows Cleveland Soft Drink Workers Pension Plan at $4M / N/A participants.

#6,234
in Manufacturing (20,602 peers)
-32.8%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cleveland Soft Drink Workers Pension Plan's mid-pack asset rank among Manufacturing and all filers

Cleveland Soft Drink Workers Pension Plan vs every filed plan by assets

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

$4,188,652 47th percentile higher than 47% 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

Filed plans by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Plan-year Form 5500 strip

Filing strip 346613099 · Board of Trustees of Cleveland Soft Drink Workers Pension Plan PY 2022 · Defined Benefit (Pension)

Cleveland Soft Drink Workers Pension Plan · $4M · N/A · 47th

  • EBSA $4M
  • EBSA N/A
  • EBSA 47th
  • EBSA Defined Benefit (Pension)
  • EBSA near Surendher Lokareddy, M.D., P.C. Cash Balance Plan
  • EBSA ind #6234

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 Ohio →

Cleveland Soft Drink Workers Pension Plan in the asset neighbourhood

Cleveland Soft Drink Workers Pension PlanCleveland Soft Drink Workers…$4MSurendher Lokareddy, M.D., P.C. Cash Balance PlanSurendher Lokareddy, M.D., P…$4MKurz America Employees Pension PlanKurz America Employees Pensi…$4MAsmoc Pension Plan$4MBanner Team, LLC Cash Balance Pension PlanBanner Team, LLC Cash Balanc…$4M
End-of-year total assets ($M) among Cleveland Soft Drink Workers Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Board of Trustees of Cleveland Soft Drink Workers Pension Plan multi-year asset trail

Sponsor-wide plan assets over time

All Board of Trustees of Cleveland Soft Drink Workers Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$3M 37.74603380753522% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M$4.5M 202220232024 $4.19M $2.61M ▼ -37.7%
Year Plans Participants Total Assets
2022 1 N/A $4M
2023 1 N/A $4M
2024 1 N/A $3M

Board of Trustees of Cleveland Soft Drink Workers Pension Plan filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$4M
Net Income-$2M
Employer EIN346613099
Plan Effective Date1964-06-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Ohio

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

Cleveland Soft Drink Workers Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Cleveland Soft Drink Workers Pension Plan, Total assets ($B): 0.004188652 · Participants: 0Cleveland Soft Drink Workers Pension PlanFirstenergy Corp. Master Pension Plan, Total assets ($B): 7.559275463 · Participants: 12346Firstenergy Corp. Master Pension PlanNationwide Retirement Plan, Total assets ($B): 5.017579718 · Participants: 22597Nationwide Retirement PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.498685298 · Participants: 15837American Electric Power System Retirement PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.394372488 · Participants: 9749Ohio Operating Engineers Pension PlanLaborers District Council & Contractors Pension Fund of Ohio, Total assets ($B): 2.645337912 · Participants: 13583Laborers District Council & Contractors Pension Fund of Ohio
Cleveland Soft Drink Workers Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Cleveland Soft Drink Workers Pension Plan side-by-side with 3 peers →

Cleveland Soft Drink Workers Pension Plan's closest out-of-state Defined Benefit (Pension) peers by assets

Outside Ohio, the nearest Defined Benefit (Pension) by end-of-year assets is Surendher Lokareddy, M.D., P.C. Cash Balance Plan in AZ at $4M (this filing: $4M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

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 Cleveland Soft Drink Workers Pension Plan assets move in 2022? ▼
Cleveland Soft Drink Workers Pension Plan contracted severely - down 32.8% during 2022, from $6M to $4M. Reported net income was -$2M.
How have Board of Trustees of Cleveland Soft Drink Workers Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Cleveland Soft Drink Workers Pension Plan's sponsor-wide assets declined 37.7%, from $4M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Cleveland Soft Drink Workers Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Surendher Lokareddy, M.D., P.C. Cash Balance Plan in AZ ($4M, 11 participants).

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 346613099.

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.