Defined Benefit (Pension) · DOL Form 5500 · 2022

Pepsi-Cola Bottling Co. of New York Pension Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
63
Participants Small participant base
69th
Percentile by assets National rank
$195,579
Avg per participant Above avg balance/head
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Official DOL plan name: Pepsi New York Mt. Vernon Hourly Employees Plan · Sponsored by Pepsi-Cola Bottling Co. of New York · New York · Manufacturing

$12M in assets, 63 participants

Pepsi-Cola Bottling Co. of New York's Pepsi New York Mt. Vernon Hourly Employees Plan reported $12M in total assets and 63 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #11,825 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 New York Mt. Vernon Hourly Employees Plan at $12M / 63 participants.

#11,825
in Manufacturing (20,602 peers)
-17.5%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pepsi New York Mt. Vernon Hourly Employees Plan's outsized position by total assets

Pepsi New York Mt. Vernon Hourly Employees Plan vs every filed plan by assets

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

$12,321,455 Top 31% higher than 69% 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 New York Mt. Vernon Hourly Employees Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pepsi New York Mt. Vernon Hourly Employees Plan is a small filing (63 participants) on this national headcount ladder.

Published 5500 schedule card

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

Pepsi New York Mt. Vernon Hourly Employees Plan · $12M · 63 · 69th

  • BOY $12M
  • SCH 63
  • EBSA 69th
  • PART Defined Benefit (Pension)
  • TYPE near Retirement Fund of Local 1482 Paint and Allied Products Manufacturers
  • NET ind #11825

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 New York Mt. Vernon Hourly Employees Plan in the asset neighbourhood

Plasterers Local 1 Pension PlanPlasterers Local 1 Pension P…$12MPepsi New York Mt. Vernon Hourly Employees PlanPepsi New York Mt. Vernon Ho…$12MRetirement Fund of Local 1482 Paint and Allied Products ManufacturersRetirement Fund of Local 148…$12MAta Pension Plan$12MRetirement Plan for Salaried Employees of Warren General HospitalRetirement Plan for Salaried…$12M
End-of-year total assets ($M) among Pepsi New York Mt. Vernon Hourly Employees 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)$15M
Net Assets (End of Year)$12M
Net Income-$3M
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 New York Mt. Vernon Hourly Employees Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Pepsi New York Mt. Vernon Hourly Employees Plan, Total assets ($B): 0.012321455 · Participants: 63Pepsi New York Mt. Vernon Hourly Employees 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 New York Mt. Vernon Hourly Employees Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Pepsi New York Mt. Vernon Hourly Employees Plan side-by-side with 3 peers →

Pepsi New York Mt. Vernon Hourly Employees Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Retirement Fund of Local 1482 Paint and Allied Products Manufacturers in NJ ($12M); by covered participants it is Pension Plan for Employees of Pediatric Associates of Dallas in TX (63 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (63 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 New York Mt. Vernon Hourly Employees Plan assets move in 2022? ▼
Pepsi New York Mt. Vernon Hourly Employees Plan declined sharply - down 17.5% during 2022, from $15M to $12M. Reported net income was -$3M.
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 New York Mt. Vernon Hourly Employees Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Fund of Local 1482 Paint and Allied Products Manufacturers in NJ ($12M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pepsi New York Mt. Vernon Hourly Employees Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Employees of Pediatric Associates of Dallas in TX (63 participants, $16M 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.