Defined Benefit (Pension) · DOL Form 5500 · 2023

Pepsico, Inc. Pension Plan

Data updated 2026-08-25

$4.3B
Total assets Very large vs avg
73,934
Participants Very large workforce
100th
Percentile by assets National rank
$57,678
Avg per participant Low balance/head
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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.

  • #18,601 in Manufacturing (18,722 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 ~798 per filing). Assets: $4.3B.

#18,601
in Manufacturing (18,722 peers)
+8.8%
assets growth YoY
43×
vs typical plan assets (national mean)

Pepsico, Inc. Employees Retirement Plan H's outsized position by total assets

Pepsico, Inc. Employees Retirement Plan H vs every filed plan by assets

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

$4,264,361,000 Highest reported value at or above every one 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, Inc. Employees Retirement Plan H's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pepsico, Inc. Employees Retirement Plan H is a mega filing (73,934 participants), the rightmost band on the breakdown.

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.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 131584302 · Pepsico, Inc. PY 2023 · Defined Benefit (Pension)

Pepsico, Inc. Employees Retirement Plan H · $4.3B · 73,934 · 100th

  • IND $4.3B
  • EOY 73,934
  • 5500 100th
  • ASSETS Defined Benefit (Pension)
  • PCT near United States Steel Corporation Plan for Employee Pension Benefits (Revision of 2003)
  • EIN ind #18601

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, Inc. Employees Retirement Plan H in the asset neighbourhood

The Retirement Benefit Plan of American Airlines, Inc. for Employees Represented by the Transport Workers Union of America, AFL-CIOThe Retirement Benefit Plan …$4.3BPepsico, Inc. Employees Retirement Plan HPepsico, Inc. Employees Reti…$4.3BUnited States Steel Corporation Plan for Employee Pension Benefits (Revision of 2003)United States Steel Corporat…$4.3BLucent Technologies Inc. Pension PlanLucent Technologies Inc. Pen…$4.2BInternational Painters and Allied Trades Industry Pension PlanInternational Painters and A…$4.2B
End-of-year total assets ($B) among Pepsico, Inc. Employees Retirement Plan H and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$3.9B
Net Assets (End of Year)$4.3B
Net Income$347M
Employer EIN131584302
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pepsico, Inc.)

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

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 Scatter plot of 6 data points. 050000100000150000 051015202530 Total assets ($B) Participants Pepsico, Inc. Employees Retirement Plan H, Total assets ($B): 4.264361 · Participants: 73934Pepsico, Inc. Employees Retirement Plan HIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Pepsico, Inc. Employees Retirement Plan H vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Pepsico, Inc. Employees Retirement Plan H side-by-side with 3 peers →

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 (0.035% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.079% of 93,925,755 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:

Pepsico, Inc. Employees Retirement Plan H's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is United States Steel Corporation Plan for Employee Pension Benefits (Revision of 2003) in PA ($4.3B); by covered participants it is Upmc Basic Retirement Plan in PA (70,746 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (73,934 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, Inc. Employees Retirement Plan H assets move in 2023? ▼
Pepsico, Inc. Employees Retirement Plan H grew at a solid clip - up 8.8% during 2023, from $3.9B to $4.3B. Reported net income was $347M.
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.
Where does Pepsico, Inc. Employees Retirement Plan H rank by assets among Form 5500 filers? ▼
Pepsico, Inc. Employees Retirement Plan H ranks in the 100th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Pepsico, Inc. Employees Retirement Plan H? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is United States Steel Corporation Plan for Employee Pension Benefits (Revision of 2003) in PA ($4.3B, 3,317 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pepsico, Inc. Employees Retirement Plan H? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Upmc Basic Retirement Plan in PA (70,746 participants, $2.8B 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.