Defined Benefit (Pension) · DOL Form 5500 · 2023
Coca-Cola Bottling Co., Kokomo, Indiana, Inc. Pension Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 69
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $104,250
- Avg per participant Below avg balance/head
Official DOL plan name: Employees' Pension Plan of Coca-Cola Bottling Company, Kokomo, Indiana, Inc. · Sponsored by Coca-Cola Bottling Co., Kokomo, Indiana, Inc. · Indiana · Manufacturing
$7M in assets, 69 participants
Coca-Cola Bottling Co., Kokomo, Indiana, Inc.'s Employees' Pension Plan of Coca-Cola Bottling Company, Kokomo, Indiana, Inc. reported $7M in total assets and 69 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.
- #6,736 in Manufacturing (18,722 peers)
Coca-Cola Bottling Co., Kokomo, Indiana, Inc. multi-year trail
Coca-Cola Bottling Co., Kokomo, Indiana, Inc.'s plans moved +26.8% in assets from 2022 to 2024; this filing shows Employees' Pension Plan of Coca-Cola Bottling Company, Kokomo, Indiana, Inc. at $7M / 69 participants.
- #6,736
- in Manufacturing (18,722 peers)
- +9.7%
- assets growth YoY
Employees' Pension Plan of Coca-Cola Bottling Company, Kokomo, Indiana, Inc.'s mid-pack asset rank among Manufacturing and all filers
Employees' Pension Plan of Coca-Cola Bottling Company, Kokomo, Indiana, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,193,254 Top 48% higher than 52% 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
Employees' Pension Plan of Coca-Cola Bottling Company, Kokomo, Indiana, Inc. among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employees' Pension Plan of Coca-Cola Bottling Company, Kokomo, Indiana, Inc. is a small filing (69 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Employees' Pension Plan of Coca-Cola Bottling Company, Kokomo, Indiana, Inc. reported net income rose from -$495K in the plan year 2022 filing to $638K in the plan year 2023 filing.
- Employees' Pension Plan of Coca-Cola Bottling Company, Kokomo, Indiana, Inc. end-of-year assets rose from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Employees' Pension Plan of Coca-Cola Bottling Company, Kokomo, Indiana, Inc. reported participants rose from 65 in the plan year 2022 filing to 69 in the plan year 2023 filing.
DOL schedule card
Filing strip 350902269 · Coca-Cola Bottling Co., Kokomo, Indiana, Inc. PY 2023 · Defined Benefit (Pension)
Employees' Pension Plan of Coca-Cola Bottling Company, Kokomo, Indiana, Inc. · $7M · 69 · 52nd
- TYPE $7M
- NET 69
- BOOK 52nd
- VS-ST Defined Benefit (Pension)
- BOY near Premium Building Products Company Hourly Employees Pension Plan
- SCH ind #6736
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 Indiana →
Employees' Pension Plan of Coca-Cola Bottling Company, Kokomo, Indiana, Inc. in the asset neighbourhood
Coca-Cola Bottling Co., Kokomo, Indiana, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Coca-Cola Bottling Co., Kokomo, Indiana, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 26.801469640344532% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 65 | $7M |
| 2023 | 1 | 69 | $7M |
| 2024 | 1 | 75 | $8M |
Coca-Cola Bottling Co., Kokomo, Indiana, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $638K |
| Employer EIN | 350902269 |
| Plan Effective Date | 1967-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Indiana
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- The Lilly Retirement Plan $11.7B · 19,111
- Cummins Pension Plan $3.3B · 26,560
- Indiana Laborers Pension Fund $1.7B · 10,800
- Elevance Health Cash Balance Plan a $1.3B · 8,197
- Nisource Pension Plan $1.1B · 2,174
Employees' Pension Plan of Coca-Cola Bottling Company, Kokomo, Indiana, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Indiana, the nearest Defined Benefit (Pension) by assets is Premium Building Products Company Hourly Employees Pension Plan in OH ($7M); by covered participants it is Timber Products Company Replacement Pension Plan in OR (69 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Premium Building Products Company Hourly Employees Pension Plan (OH) $7M · 30
- Pension Plan Union Employees of 21st Century Fox (NY) $7M · N/A
- Revised Retirement Plan for Employees of Tension Envelope Corporation (New York and Iowa) (MO) $7M · 72
- New York Shakespeare Festival Retirement Plan (NY) $7M · 309
Similar participant headcount
Nearest other-state filings by covered participants (69 participants); asset peers above are excluded.
- Timber Products Company Replacement Pension Plan (OR) 69 · 0 off
- Guadalupe Valley Telephone Cooperative, Inc. Retirement and Security Program (TX) 69 · 0 off
- Wec Energy Group Retirement Plan for Minnesota Energy Resources Corporation (WI) 69 · 0 off
- Haynes and Boone, LLP Partners' Retirement Plan (TX) 69 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.