Defined Benefit (Pension) · DOL Form 5500 · 2023
Pepsico, Inc. Pension Plan
Data updated 2026-08-06
- $4.3B
- Total assets
- 73,934
- Participants
- 100th
- Percentile by assets
- $57,678
- Avg per participant
Official DOL plan name: Pepsico, Inc. Employees Retirement Plan H · Sponsored by Pepsico, Inc. · New York · Manufacturing
$4.3B in assets, 73,934 participants
Pepsico, Inc.'s Pepsico, Inc. Employees Retirement Plan H reported $4.3B in total assets and 73,934 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.
- 100th percentile by assets (of 126,618 plans)
- #18,551 in Manufacturing (18,672 peers)
Coverage in New York
Pepsico, Inc. Employees Retirement Plan H covers 73,934 participants in New York, 93x the typical New York plan (state average ~795 per filing). Assets: $4.3B.
- $4.3B
- total plan assets (2023 EOY)
- 73,934
- covered participants
- 100th
- percentile by assets (of 126,618 plans)
- $57,678
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pepsico, Inc. Employees Retirement Plan H reported net income rose from -$1.1B in the plan year 2022 filing to $347M in the plan year 2023 filing.
- Pepsico, Inc. Employees Retirement Plan H end-of-year assets rose from $3.9B in the plan year 2022 filing to $4.3B in the plan year 2023 filing.
- Pepsico, Inc. Employees Retirement Plan H reported participants rose from 73,040 in the plan year 2022 filing to 73,934 in the plan year 2023 filing.
Participants vs New York filers
In New York, the average filing covers about 795 participants across 8,491 plans. Pepsico, Inc. Employees Retirement Plan H reports 73,934 participants - 93x that state average ($4.3B EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $3.9B |
|---|---|
| Net Assets (End of Year) | $4.3B |
| Net Income | $347M |
| Employer EIN | 131584302 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING 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.
Pepsico, Inc. Employees Retirement Plan H vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
- IBM Personal Pension Plan $25.0B · 14,881
- Consolidated Edison Retirement Plan $16.2B · 10,779
- 1199seiu Health Care Employees Pension Fund $16.2B · 107,582
- Pfizer Consolidated Pension Plan $11.0B · 9,616
- Pepsico Employees Retirement Plan I $7.6B · 12,289
Scale composition for Pepsico, Inc. Employees Retirement Plan H
Pepsico, Inc. Employees Retirement Plan H reports $4.3B in end-of-year assets across 73,934 participants (0.037% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.082% of 89,805,449 covered participants) - about $57,678 per participant (42% of the national average assets-per-participant) . Net income for plan year 2023 was $347M.
This plan identity (EIN 131584302, plan #121) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.9B to $4.2B (+7.1%) while covered participants moved from 73,040 to 79,073 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 73,040 | $3.9B | Open filing |
| 2023 | 73,934 | $4.3B | This page |
| 2024 · index core | 79,073 | $4.2B | 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)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Pepsico, Inc. Employees Retirement Plan H by total assets, not by location.
- United States Steel Corporation Plan for Employee Pension Benefits (Revision of 2003) (PA) $4.3B · 3,317
- Lucent Technologies Inc. Pension Plan (NJ) $4.2B · N/A
- The Retirement Benefit Plan of American Airlines, Inc. for Employees Represented by the Transport Workers Union of America, AFL-CIO (TX) $4.3B · 13,943
- International Painters and Allied Trades Industry Pension Plan (MD) $4.2B · 44,973
Frequently Asked Questions
How did Pepsico, Inc. Employees Retirement Plan H assets move in 2023? ▼
How have Pepsico, Inc. plan assets changed over time? ▼
Where does Pepsico, Inc. Employees Retirement Plan H rank by assets among Form 5500 filers? ▼
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Next read for Pepsico, Inc. Employees Retirement Plan …
Filing takeaways
Ways to act on Pepsico, Inc. Employees Retirement Plan H's numbers.
- By total assets, Pepsico, Inc. Employees Retirement Plan H ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
- Pepsico, Inc.'s sponsor-wide assets have grown 9.9% since 2022 across 3 plan years on file. More Manufacturing plans