401(k) · DOL Form 5500 · 2023
Pepsico, Inc. 401(k) Plan
Data updated 2026-08-25
- $13.7B
- Total assets Mega-plan scale
- 133,597
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $102,183
- Avg per participant Below avg balance/head
Official DOL plan name: The Pepsico Savings Plan · Sponsored by Pepsico, Inc. · New York · Manufacturing
$13.7B in assets, 133,597 participants
Pepsico, Inc.'s The Pepsico Savings Plan reported $13.7B in total assets and 133,597 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.
- #18,690 in Manufacturing (18,722 peers)
Coverage in New York
The Pepsico Savings Plan covers 133,597 participants in New York, 167x the typical New York plan (state average ~798 per filing). Assets: $13.7B.
- #18,690
- in Manufacturing (18,722 peers)
- +13.1%
- assets growth YoY
- 137×
- vs typical plan assets (national mean)
The Pepsico Savings Plan's outsized position by total assets
The Pepsico Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$13,651,296,000 Highest reported value at or above every one of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Pepsico Savings Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Pepsico Savings Plan is a mega filing (133,597 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Pepsico Savings Plan reported net income rose from -$2.0B in the plan year 2022 filing to $1.6B in the plan year 2023 filing.
- The Pepsico Savings Plan end-of-year assets rose from $12.1B in the plan year 2022 filing to $13.7B in the plan year 2023 filing.
- The Pepsico Savings Plan reported participants rose from 129,846 in the plan year 2022 filing to 133,597 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 131584302 · Pepsico, Inc. PY 2023 · 401(k)
The Pepsico Savings Plan · $13.7B · 133,597 · 100th
- NET $13.7B
- BOOK 133,597
- VS-ST 100th
- BOY 401(k)
- SCH near Delta 401(k) Retirement Plan for Pilots
- EBSA ind #18690
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 →
The Pepsico Savings Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $12.1B |
|---|---|
| Net Assets (End of Year) | $13.7B |
| Net Income | $1.6B |
| Employer EIN | 131584302 |
| Plan Effective Date | 1988-04-08 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pepsico, Inc.)
Sponsor-wide plan assets over time
All Pepsico, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $26.0B 9.863970014505846% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 5 | 217,267 | $23.6B |
| 2023 | 4 | 220,294 | $25.5B |
| 2024 | 4 | 228,239 | $26.0B |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
- McKinsey & Company, Inc. (Psrp) Profit Sharing Retirement Plan $9.1B · 17,796
Scale composition for The Pepsico Savings Plan
The Pepsico Savings Plan reports $13.7B in end-of-year assets across 133,597 participants (0.11% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.14% of 93,925,755 covered participants) - about $102,183 per participant (74% of the national average assets-per-participant) . Net income for plan year 2023 was $1.6B.
This plan identity (EIN 131584302, plan #203) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $12.1B to $14.9B (+23.8%) while covered participants moved from 129,846 to 137,398 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 129,846 | $12.1B | Open filing |
| 2023 | 133,597 | $13.7B | This page |
| 2024 · index core | 137,398 | $14.9B | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- The Pepsico Savings Plan (401(k), $14.9B, 137,398 participants)
- Pepsico Employees Retirement Plan I (Defined Benefit (Pension), $6.8B, 11,289 participants)
- Pepsico, Inc. Employees Retirement Plan H (Defined Benefit (Pension), $4.2B, 79,073 participants)
The Pepsico Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Delta 401(k) Retirement Plan for Pilots in GA ($13.7B); by covered participants it is Kaiser Permanente 401(k) Retirement Plan in CA (136,422 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13.7B here).
- Delta 401(k) Retirement Plan for Pilots (GA) $13.7B · 13,283
- Dell Inc. 401(k) Plan (TX) $13.5B · 45,686
- Walgreens Retirement Savings Plan (IL) $13.4B · 235,331
- Merck US Savings Plan (NJ) $13.4B · 26,850
Similar participant headcount
Nearest other-state filings by covered participants (133,597 participants); asset peers above are excluded.
- Kaiser Permanente 401(k) Retirement Plan (CA) 136,422 · 2,825 off
- The Kroger Co. 401(k) Retirement Savings Account Plan (OH) 129,769 · 3,828 off
- The Boeing Company 401(k) Retirement Plan (WA) 128,910 · 4,687 off
- Fedex Corporation Retirement Savings Plan (TN) 127,010 · 6,587 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.