401(k) · DOL Form 5500 · 2022

Ozarks Coca-Cola/Dr Pepper Bottling Company Union 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
154
Participants Small participant base
54th
Percentile by assets National rank
$38,217
Avg per participant Low balance/head
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Official DOL plan name: Ozarks Coca-Cola/Dr Pepper Bottling Company Union 401(k) Plan · Sponsored by Ozarks Coca-Cola/Dr Pepper Bottling Company Union · Missouri · Manufacturing

$6M in assets, 154 participants

Ozarks Coca-Cola/Dr Pepper Bottling Company Union's Ozarks Coca-Cola/Dr Pepper Bottling Company Union 401(k) Plan reported $6M in total assets and 154 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.

  • #7,910 in Manufacturing (20,602 peers)

Coverage in Missouri

Ozarks Coca-Cola/Dr Pepper Bottling Company Union 401(k) Plan covers 154 participants in Missouri, about 21% of the average Missouri filer (state average ~737 per filing). Assets: $6M.

#7,910
in Manufacturing (20,602 peers)
-21.6%
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.

Ozarks Coca-Cola/Dr Pepper Bottling Company Union 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Ozarks Coca-Cola/Dr Pepper Bottling Company Union 401(k) Plan vs every filed plan by assets

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

$5,885,489 Top 46% higher than 54% 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

Ozarks Coca-Cola/Dr Pepper Bottling Company Union 401(k) 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. Ozarks Coca-Cola/Dr Pepper Bottling Company Union 401(k) Plan sits mid-pack in the medium band (154 participants).

Published 5500 schedule card

Filing strip 440443840 · Ozarks Coca-Cola/Dr Pepper Bottling Company Union PY 2022 · 401(k)

Ozarks Coca-Cola/Dr Pepper Bottling Company Union 401(k) Plan · $6M · 154 · 54th

  • BOOK $6M
  • BOOK 154
  • BOOK 54th
  • BOOK 401(k)
  • BOOK near Lassus Bros. Oil, Inc. 401(k) Profit Sharing Plan
  • BOOK ind #7910

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 Missouri →

Ozarks Coca-Cola/Dr Pepper Bottling Company Union 401(k) Plan in the asset neighbourhood

Ozarks Coca-Cola/Dr Pepper Bottling Company Union 401(k) PlanOzarks Coca-Cola/Dr Pepper B…$6MLassus Bros. Oil, Inc. 401(k) Profit Sharing PlanLassus Bros. Oil, Inc. 401(k…$6MPreservation Management, Inc. 401(k) Profit Sharing PlanPreservation Management, Inc…$6MSuperior Battery Manufacturing Inc. Profit Sharing and 401(k) PlanSuperior Battery Manufacturi…$6MTurlock Eye Physicians Medical Group Turlock Eye Physicians Medical Group Profit Sharing 401(k) PlanTurlock Eye Physicians Medic…$6M
End-of-year total assets ($M) among Ozarks Coca-Cola/Dr Pepper Bottling Company Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Missouri filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$6M
Net Income-$2M
Employer EIN440443840
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ozarks Coca-Cola/Dr Pepper Bottling Company Union)

Sponsor-wide plan assets over time

All Ozarks Coca-Cola/Dr Pepper Bottling Company Union plans reported in each filing year

Latest sponsor-wide plan assets
$52M 45.68765064179373% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $35.9M $52.2M ▲ +45.7%
Year Plans Participants Total Assets
2022 2 659 $36M
2023 2 923 $44M
2024 2 759 $52M

Nearby 401(k) Plans in Missouri

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

Ozarks Coca-Cola/Dr Pepper Bottling Company Union 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Ozarks Coca-Cola/Dr Pepper Bottling Company Union 401(k) Plan, Total assets ($B): 0.005885489 · Participants: 154Ozarks Coca-Cola/Dr Pepper Bottling Company Union 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 9.183956862 · Participants: 18917Bayer Corporation Savings and Retirement PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 8.685677709 · Participants: 47923Edward D. Jones & Co. Profit Sharing and 401(k) PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 4.500937056 · Participants: 59568Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 3.239485944 · Participants: 49060Centene Management Corporation Retirement PlanAnheuser-Busch 401(k) Savings and Retirement Plan, Total assets ($B): 3.061778 · Participants: 14556Anheuser-Busch 401(k) Savings and Retirement Plan
Ozarks Coca-Cola/Dr Pepper Bottling Company Union 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Ozarks Coca-Cola/Dr Pepper Bottling Company Union 401(k) Plan side-by-side with 3 peers →

Ozarks Coca-Cola/Dr Pepper Bottling Company Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Lassus Bros. Oil, Inc. 401(k) Profit Sharing Plan in IN ($6M); by covered participants it is Kenna Security, Inc. 401(k) Plan in CA (154 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (154 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 Ozarks Coca-Cola/Dr Pepper Bottling Company Union 401(k) Plan assets move in 2022? ▼
Ozarks Coca-Cola/Dr Pepper Bottling Company Union 401(k) Plan declined sharply - down 21.6% during 2022, from $8M to $6M. Reported net income was -$2M.
How have Ozarks Coca-Cola/Dr Pepper Bottling Company Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ozarks Coca-Cola/Dr Pepper Bottling Company Union's sponsor-wide assets grew 45.7%, from $36M to $52M.
Which 401(k) plans are similar in size to Ozarks Coca-Cola/Dr Pepper Bottling Company Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lassus Bros. Oil, Inc. 401(k) Profit Sharing Plan in IN ($6M, 237 participants).
Which 401(k) plans cover a similar participant headcount to Ozarks Coca-Cola/Dr Pepper Bottling Company Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kenna Security, Inc. 401(k) Plan in CA (154 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 440443840.

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.