Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

PEPSICO EMPLOYEES RETIREMENT PLAN I

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

PEPSICO, INC.

This Defined Benefit (Pension) plan holds $7.6B in total assets and serves 12,289 participants as of 2023. It is sponsored by PEPSICO, INC. in New York. The plan reported a net loss of $51M for the year.

Total Assets (2023)
$7.6B
Participants
12,289
State
Industry
Manufacturing

What the Filing Says About PEPSICO EMPLOYEES RETIREMENT PLAN I

PEPSICO EMPLOYEES RETIREMENT PLAN I is a Defined Benefit (Pension) retirement plan sponsored by PEPSICO, INC., headquartered in New York. As of the 2023 Form 5500 filing, the plan reports $7.6B in total end-of-year assets and covers 12,289 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 131584302, and the plan has been effective since 1958-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $7.7B at the beginning of 2023 to $7.6B at year-end — a decline of 0.7%. Net assets (after liabilities) closed the year at $7.6B, with reported net income of $-50,995,000 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$7.7B
Total Assets (End of Year)$7.6B
Net Assets (End of Year)$7.6B
Net Income$-50,995,000
Plan TypeDefined Benefit (Pension)
Employer EIN131584302
Plan Effective Date1958-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (PEPSICO, INC.)

Year Plans Participants Total Assets
2022 5 217,267 $23.6B
2023 4 220,294 $25.5B
2024 4 228,239 $26.0B

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the PEPSICO EMPLOYEES RETIREMENT PLAN I?
As of the 2023 Form 5500 filing, PEPSICO EMPLOYEES RETIREMENT PLAN I holds $7.6B in total assets with 12,289 participants. It is sponsored by PEPSICO, INC..
What type of plan is PEPSICO EMPLOYEES RETIREMENT PLAN I?
PEPSICO EMPLOYEES RETIREMENT PLAN I is a Defined Benefit (Pension) plan. It has been effective since 1958-07-01. The plan is filed with the U.S. Department of Labor under EIN 131584302.
Who sponsors the PEPSICO EMPLOYEES RETIREMENT PLAN I?
PEPSICO EMPLOYEES RETIREMENT PLAN I is sponsored by PEPSICO, INC., located in New York. The sponsor's EIN is 131584302 and the plan operates in the Manufacturing industry.
How did PEPSICO EMPLOYEES RETIREMENT PLAN I perform in 2023?
PEPSICO EMPLOYEES RETIREMENT PLAN I declined by 0.7% during 2023, moving from $7.7B to $7.6B in total assets. Net income was $-50,995,000.
Where can I find official filings for PEPSICO EMPLOYEES RETIREMENT PLAN I?
Official Form 5500 filings for PEPSICO EMPLOYEES RETIREMENT PLAN I are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 131584302 or plan name at efast.dol.gov.
How does PEPSICO EMPLOYEES RETIREMENT PLAN I compare to other plans?
You can compare PEPSICO EMPLOYEES RETIREMENT PLAN I against other Defined Benefit (Pension) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.