Defined Benefit (Pension) · DOL Form 5500 · 2023
Liberty Coca-Cola Beverages LLC Pension Plan
Data updated 2026-08-25
- $25M
- Total assets Below avg plan size
- 351
- Participants Below avg headcount
- 76th
- Percentile by assets National rank
- $71,094
- Avg per participant Below avg balance/head
Official DOL plan name: Liberty Coca-Cola Beverages and Teamsters Local #125 Pension Plan · Sponsored by Liberty Coca-Cola Beverages LLC · Pennsylvania · Manufacturing
$25M in assets, 351 participants
Liberty Coca-Cola Beverages LLC's Liberty Coca-Cola Beverages and Teamsters Local #125 Pension Plan reported $25M in total assets and 351 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.
- #12,613 in Manufacturing (18,722 peers)
Coverage in Pennsylvania
Liberty Coca-Cola Beverages and Teamsters Local #125 Pension Plan covers 351 participants in Pennsylvania, about 43% of the average Pennsylvania filer (state average ~822 per filing). Assets: $25M.
- #12,613
- in Manufacturing (18,722 peers)
- +6.8%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Liberty Coca-Cola Beverages and Teamsters Local #125 Pension Plan's outsized position by total assets
Liberty Coca-Cola Beverages and Teamsters Local #125 Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$24,953,984 Top 24% higher than 76% 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
Liberty Coca-Cola Beverages and Teamsters Local #125 Pension 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. Liberty Coca-Cola Beverages and Teamsters Local #125 Pension Plan sits mid-pack in the medium band (351 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Liberty Coca-Cola Beverages and Teamsters Local #125 Pension Plan reported net income fell from $3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Liberty Coca-Cola Beverages and Teamsters Local #125 Pension Plan reported participants fell from 381 in the plan year 2022 filing to 351 in the plan year 2023 filing.
- Liberty Coca-Cola Beverages and Teamsters Local #125 Pension Plan end-of-year assets rose from $23M in the plan year 2022 filing to $25M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 821396019 · Liberty Coca-Cola Beverages LLC PY 2023 · Defined Benefit (Pension)
Liberty Coca-Cola Beverages and Teamsters Local #125 Pension Plan · $25M · 351 · 76th
- PCT $25M
- PCT 351
- PCT 76th
- PCT Defined Benefit (Pension)
- PCT near Pension Plan of El Al Israel Airlines, Ltd.
- PCT ind #12613
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 Pennsylvania →
Liberty Coca-Cola Beverages and Teamsters Local #125 Pension Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $2M |
| Employer EIN | 821396019 |
| Plan Effective Date | 2017-10-28 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Liberty Coca-Cola Beverages LLC)
Sponsor-wide plan assets over time
All Liberty Coca-Cola Beverages LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 13.881493820271256% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 381 | $23M |
| 2023 | 1 | 351 | $25M |
| 2024 | 1 | 334 | $27M |
Nearby Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Elevator Industry Pension Plan $11.2B · 27,434
- Steelworkers Pension Trust $6.6B · 47,052
- The PNC Financial Services Group, Inc. Pension Plan $5.6B · 63,680
- Constellation Retirement Program $5.3B · 5,080
- The Bank of New York Mellon Corporation Pension Plan $5.3B · 7,374
Liberty Coca-Cola Beverages and Teamsters Local #125 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Pension Plan of El Al Israel Airlines, Ltd. in FL ($25M); by covered participants it is Swiss Re Group U.S. Employee's Pension Plan in NY (351 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
- Pension Plan of El Al Israel Airlines, Ltd. (FL) $25M · 12
- Allied Industries Pension Plan (NY) $25M · 68
- Roofers Local No. 88 Pension Fund (IL) $25M · 134
- Kennedy Valve Factory Employees Pension Plan (AL) $25M · 115
Similar participant headcount
Nearest other-state filings by covered participants (351 participants); asset peers above are excluded.
- Swiss Re Group U.S. Employee's Pension Plan (NY) 351 · 0 off
- Roofers Local 221 Pension Trust Fund (HI) 351 · 0 off
- Bricklayers Local No. 1 of Ky. Pension Trust Fund (MI) 351 · 0 off
- Bakery Drivers Local 802 Pension Fund (NY) 351 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.