Profit Sharing · DOL Form 5500 · 2023

Pepsico, Inc. Profit Sharing Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
474
Participants Below avg headcount
51st
Percentile by assets National rank
$14,738
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pepsico Puerto Rico Savings and Retirement Plan · Sponsored by Pepsico, Inc. · New York · Manufacturing

$7M in assets, 474 participants

Pepsico, Inc.'s Pepsico Puerto Rico Savings and Retirement Plan reported $7M in total assets and 474 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #6,589 in Manufacturing (18,722 peers)

2023 asset change

Pepsico Puerto Rico Savings and Retirement Plan surged 53.1% in 2023 ($5M → $7M) for 474 participants.

#6,589
in Manufacturing (18,722 peers)
+53.1%
assets growth YoY

Pepsico Puerto Rico Savings and Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Pepsico Puerto Rico Savings and Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$6,985,961 Top 49% higher than 51% of 127,068 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 2023

Pepsico Puerto Rico Savings and Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pepsico Puerto Rico Savings and Retirement Plan sits mid-pack in the medium band (474 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pepsico Puerto Rico Savings and Retirement Plan reported net income rose from -$503K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Pepsico Puerto Rico Savings and Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Pepsico Puerto Rico Savings and Retirement Plan reported participants fell from 492 in the plan year 2022 filing to 474 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 131584302 · Pepsico, Inc. PY 2023 · Profit Sharing

Pepsico Puerto Rico Savings and Retirement Plan · $7M · 474 · 51st

  • VS-ST $7M
  • VS-ST 474
  • VS-ST 51st
  • VS-ST Profit Sharing
  • VS-ST near Sidewalk Enterprises Profit Sharing Plan
  • VS-ST ind #6589

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 →

Pepsico Puerto Rico Savings and Retirement Plan in the asset neighbourhood

Pepsico Puerto Rico Savings and Retirement PlanPepsico Puerto Rico Savings …$7MSidewalk Enterprises Profit Sharing PlanSidewalk Enterprises Profit …$7MOrange Drink Ink Profit Sharing PlanOrange Drink Ink Profit Shar…$7MBill W. Bristow, PA Profit-Sharing PlanBill W. Bristow, PA Profit-S…$7MHolo Inc. Retirement Plan$7M
End-of-year total assets ($M) among Pepsico Puerto Rico Savings and Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Pepsico, Inc. years around the 2023 move

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
$23B$24B$25B$26B$27B 202220232024 $23.7B $26B ▲ +9.9%
Year Plans Participants Total Assets
2022 5 217,267 $23.6B
2023 4 220,294 $25.5B
2024 4 228,239 $26.0B

2023 asset-move particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN131584302
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Pepsico Puerto Rico Savings and Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Pepsico Puerto Rico Savings and Retirement Plan, Total assets ($B): 0.006985961 · Participants: 474Pepsico Puerto Rico Savings and Retirement PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity Fund
Pepsico Puerto Rico Savings and Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Pepsico Puerto Rico Savings and Retirement Plan side-by-side with 3 peers →

Pepsico Puerto Rico Savings and Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Sidewalk Enterprises Profit Sharing Plan in CA ($7M); by covered participants it is Atlantis Healthcare 1165(e) Savings Plan for Union Employees in PR (474 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (474 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Pepsico Puerto Rico Savings and Retirement Plan assets move in 2023? ▼
Pepsico Puerto Rico Savings and Retirement Plan surged - up 53.1% during 2023, from $5M to $7M. Reported net income was $2M.
How have Pepsico, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pepsico, Inc.'s sponsor-wide assets grew 9.9%, from $23.6B to $26.0B.
Which Profit Sharing plans are similar in size to Pepsico Puerto Rico Savings and Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Sidewalk Enterprises Profit Sharing Plan in CA ($7M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Pepsico Puerto Rico Savings and Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Atlantis Healthcare 1165(e) Savings Plan for Union Employees in PR (474 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 131584302.

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.