401(k) · DOL Form 5500 · 2023

G & J Pepsi-Cola Bottlers, Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
417
Participants Below avg headcount
74th
Percentile by assets National rank
$51,729
Avg per participant Low balance/head
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Official DOL plan name: G & J Pepsi-Cola Bottlers, Inc. Employees 401(k) Union Negotiated Plan · Sponsored by G & J Pepsi-Cola Bottlers, Inc. · Ohio · Manufacturing

$22M in assets, 417 participants

G & J Pepsi-Cola Bottlers, Inc.'s G & J Pepsi-Cola Bottlers, Inc. Employees 401(k) Union Negotiated Plan reported $22M in total assets and 417 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #12,021 in Manufacturing (18,722 peers)

G & J Pepsi-Cola Bottlers, Inc. multi-year trail

G & J Pepsi-Cola Bottlers, Inc.'s plans moved +25.8% in assets from 2022 to 2024; this filing shows G & J Pepsi-Cola Bottlers, Inc. Employees 401(k) Union Negotiated Plan at $22M / 417 participants.

#12,021
in Manufacturing (18,722 peers)
+5.2%
assets growth YoY

G & J Pepsi-Cola Bottlers, Inc. Employees 401(k) Union Negotiated Plan's outsized position by total assets

G & J Pepsi-Cola Bottlers, Inc. Employees 401(k) Union Negotiated Plan vs every filed plan by assets

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

$21,570,873 Top 26% higher than 74% 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

G & J Pepsi-Cola Bottlers, Inc. Employees 401(k) Union Negotiated 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. G & J Pepsi-Cola Bottlers, Inc. Employees 401(k) Union Negotiated Plan sits mid-pack in the medium band (417 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • G & J Pepsi-Cola Bottlers, Inc. Employees 401(k) Union Negotiated Plan reported net income rose from -$4M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • G & J Pepsi-Cola Bottlers, Inc. Employees 401(k) Union Negotiated Plan end-of-year assets rose from $21M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • G & J Pepsi-Cola Bottlers, Inc. Employees 401(k) Union Negotiated Plan reported participants fell from 422 in the plan year 2022 filing to 417 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 341031008 · G & J Pepsi-Cola Bottlers, Inc. PY 2023 · 401(k)

G & J Pepsi-Cola Bottlers, Inc. Employees 401(k) Union Negotiated Plan · $22M · 417 · 74th

  • NET $22M
  • NET 417
  • NET 74th
  • NET 401(k)
  • NET near Novum Structures, LLC 401(k) Retirement Plan
  • NET ind #12021

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 Ohio →

G & J Pepsi-Cola Bottlers, Inc. Employees 401(k) Union Negotiated Plan in the asset neighbourhood

G & J Pepsi-Cola Bottlers, Inc. Employees 401(k) Union Negotiated PlanG & J Pepsi-Cola Bottlers, I…$22MNovum Structures, LLC 401(k) Retirement PlanNovum Structures, LLC 401(k)…$22MMuskegon Surgical Associates, PLC 401(k) Retirement PlanMuskegon Surgical Associates…$22MIbo Defined Contribution Plan$22MSweetener Products Company and Affiliated Companies Section 401(k) Retirement Savings PlanSweetener Products Company a…$22M
End-of-year total assets ($M) among G & J Pepsi-Cola Bottlers, Inc. Employees 401(k) Union Negotiated Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

G & J Pepsi-Cola Bottlers, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All G & J Pepsi-Cola Bottlers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$227M 25.77557630094414% vs 2022
2024 filing year
$160M$180M$200M$220M$240M 202220232024 $181M $227M ▲ +25.8%
Year Plans Participants Total Assets
2022 3 2,757 $181M
2023 3 2,849 $206M
2024 3 3,155 $227M

G & J Pepsi-Cola Bottlers, Inc. filing trail (2023)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$22M
Net Income$1M
Employer EIN341031008
Plan Effective Date1992-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

Peer 401(k) plans, same state, same plan type, ranked by total assets.

G & J Pepsi-Cola Bottlers, Inc. Employees 401(k) Union Negotiated Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants G & J Pepsi-Cola Bottlers, Inc. Employees 401(k) Union Negotiated Plan, Total assets ($B): 0.021570873 · Participants: 417G & J Pepsi-Cola Bottlers, Inc. Employees 401(k) Union Negotiated PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
G & J Pepsi-Cola Bottlers, Inc. Employees 401(k) Union Negotiated Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare G & J Pepsi-Cola Bottlers, Inc. Employees 401(k) Union Negotiated Plan side-by-side with 3 peers →

G & J Pepsi-Cola Bottlers, Inc. Employees 401(k) Union Negotiated Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Novum Structures, LLC 401(k) Retirement Plan in WI ($22M); by covered participants it is Radians, Inc. 401(k) Plan in TN (417 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (417 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 G & J Pepsi-Cola Bottlers, Inc. Employees 401(k) Union Negotiated Plan assets move in 2023? ▼
G & J Pepsi-Cola Bottlers, Inc. Employees 401(k) Union Negotiated Plan grew at a solid clip - up 5.2% during 2023, from $21M to $22M. Reported net income was $1M.
How have G & J Pepsi-Cola Bottlers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), G & J Pepsi-Cola Bottlers, Inc.'s sponsor-wide assets grew 25.8%, from $181M to $227M.
Which 401(k) plans are similar in size to G & J Pepsi-Cola Bottlers, Inc. Employees 401(k) Union Negotiated Plan? ▼
Among 401(k) plans in other states, the closest by assets is Novum Structures, LLC 401(k) Retirement Plan in WI ($22M, 87 participants).
Which 401(k) plans cover a similar participant headcount to G & J Pepsi-Cola Bottlers, Inc. Employees 401(k) Union Negotiated Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Radians, Inc. 401(k) Plan in TN (417 participants, $18M 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 341031008.

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.