401(k) · DOL Form 5500 · 2023
Durham Coca-Cola Bottling Company 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 137
- Participants Small participant base
- 57th
- Percentile by assets National rank
- $68,603
- Avg per participant Below avg balance/head
Official DOL plan name: Durham Coca-Cola Bottling Company 401(k) Profit Sharing Plan · Sponsored by Durham Coca-Cola Bottling Company · North Carolina · Manufacturing
$9M in assets, 137 participants
Durham Coca-Cola Bottling Company's Durham Coca-Cola Bottling Company 401(k) Profit Sharing Plan reported $9M in total assets and 137 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.
- #8,067 in Manufacturing (18,722 peers)
Coverage in North Carolina
Durham Coca-Cola Bottling Company 401(k) Profit Sharing Plan covers 137 participants in North Carolina, about 17% of the average North Carolina filer (state average ~819 per filing). Assets: $9M.
- #8,067
- in Manufacturing (18,722 peers)
- -1.9%
- assets change YoY
The plan reported a net loss of $182K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Durham Coca-Cola Bottling Company 401(k) Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers
Durham Coca-Cola Bottling Company 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,398,561 Top 43% higher than 57% 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
Durham Coca-Cola Bottling Company 401(k) Profit Sharing 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. Durham Coca-Cola Bottling Company 401(k) Profit Sharing Plan sits mid-pack in the medium band (137 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Durham Coca-Cola Bottling Company 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to -$182K in the plan year 2023 filing.
- Durham Coca-Cola Bottling Company 401(k) Profit Sharing Plan reported participants fell from 142 in the plan year 2022 filing to 137 in the plan year 2023 filing.
- Durham Coca-Cola Bottling Company 401(k) Profit Sharing Plan end-of-year assets fell from $10M in the plan year 2022 filing to $9M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 560207560 · Durham Coca-Cola Bottling Company PY 2023 · 401(k)
Durham Coca-Cola Bottling Company 401(k) Profit Sharing Plan · $9M · 137 · 57th
- NET $9M
- BOOK 137
- VS-ST 57th
- BOY 401(k)
- SCH near Crypton, LLC 401(k) Plan
- EBSA ind #8067
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 North Carolina →
Durham Coca-Cola Bottling Company 401(k) Profit Sharing Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$182K |
| Employer EIN | 560207560 |
| Plan Effective Date | 1978-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Durham Coca-Cola Bottling Company)
Sponsor-wide plan assets over time
All Durham Coca-Cola Bottling Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 2.9968230392583517% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 142 | $10M |
| 2023 | 1 | 137 | $9M |
| 2024 | 1 | 162 | $10M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $54.8B · 173,899
- Honeywell 401(k) Plan $15.4B · 40,004
- Duke Energy Retirement Savings Plan $10.4B · 28,121
- Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
- Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174
Durham Coca-Cola Bottling Company 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Crypton, LLC 401(k) Plan in MI ($9M); by covered participants it is Valley Perinatal Services in AZ (137 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
- Crypton, LLC 401(k) Plan (MI) $9M · 179
- Alkon Corporation Profit Sharing Plan and Trust (OH) $9M · 220
- Alacriti, Inc. 401(k) Plan (NJ) $9M · 59
- Peachtree Protective Covers 401(k) Plan (GA) $9M · 83
Similar participant headcount
Nearest other-state filings by covered participants (137 participants); asset peers above are excluded.
- Valley Perinatal Services (AZ) 137 · 0 off
- Kw Mission Critical Engineering, D.P.C. 401(k) Plan (NY) 137 · 0 off
- San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust (CA) 137 · 0 off
- Quality Dealerships 401(k) Profit Sharing Plan (NM) 137 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.