401(k) · DOL Form 5500 · 2023
Coca-Cola Bottling Company United, Inc. 401(k) Plan
Data updated 2026-08-11
- $530M
- Total assets
- 9,248
- Participants
- 98th
- Percentile by assets
- $57,316
- Avg per participant
Official DOL plan name: Coca-Cola Bottling Company United, Inc. 401(k) Plan · Sponsored by Coca-Cola Bottling Company United, Inc. · Alabama · Manufacturing
$530M in assets, 9,248 participants
Coca-Cola Bottling Company United, Inc.'s Coca-Cola Bottling Company United, Inc. 401(k) Plan reported $530M in total assets and 9,248 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 127,072 plans)
- #17,974 in Manufacturing (18,722 peers)
Coverage in Alabama
Coca-Cola Bottling Company United, Inc. 401(k) Plan covers 9,248 participants in Alabama, 26x the typical Alabama plan (state average ~360 per filing). Assets: $530M.
- $530M
- total plan assets (2023 EOY)
- 9,248
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $57,316
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Coca-Cola Bottling Company United, Inc. 401(k) Plan reported net income rose from -$76M in the plan year 2022 filing to $94M in the plan year 2023 filing.
- Coca-Cola Bottling Company United, Inc. 401(k) Plan end-of-year assets rose from $436M in the plan year 2022 filing to $530M in the plan year 2023 filing.
- Coca-Cola Bottling Company United, Inc. 401(k) Plan reported participants rose from 8,612 in the plan year 2022 filing to 9,248 in the plan year 2023 filing.
Participants vs Alabama filers
In Alabama, the average filing covers about 360 participants across 1,591 plans. Coca-Cola Bottling Company United, Inc. 401(k) Plan reports 9,248 participants - 26x that state average ($530M EOY assets).
Alabama filing particulars
| Total Assets (Beginning of Year) | $436M |
|---|---|
| Net Assets (End of Year) | $530M |
| Net Income | $94M |
| Employer EIN | 580148710 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Coca-Cola Bottling Company United, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 9,904 | $647M |
| 2023 | 2 | 10,456 | $751M |
| 2024 | 2 | 10,329 | $824M |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Coca-Cola Bottling Company United, Inc. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
- Regions Financial Corporation 401(k) Plan $2.9B · 20,733
- Encompass Health Corporation 401(k) Retirement Plan $1.5B · 24,565
- Hexagon Employee Retirement Savings Plan $1.5B · 4,618
- Vulcan 401(k) Plan $1.4B · 9,487
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.1B · N/A
Scale composition for Coca-Cola Bottling Company United, Inc. 401(k) Plan
Coca-Cola Bottling Company United, Inc. 401(k) Plan reports $530M in end-of-year assets across 9,248 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $57,316 per participant (41% of the national average assets-per-participant) . Net income for plan year 2023 was $94M.
This plan identity (EIN 580148710, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $436M to $610M (+39.8%) while covered participants moved from 8,612 to 9,189 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,612 | $436M | Open filing |
| 2023 | 9,248 | $530M | This page |
| 2024 · index core | 9,189 | $610M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Coca-Cola Bottling Company United, Inc. 401(k) Plan (401(k), $610M, 9,189 participants)
- Coca-Cola Bottling Company United, Inc. Retirement Plan (Defined Benefit (Pension), $214M, 1,140 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Coca-Cola Bottling Company United, Inc. 401(k) Plan by total assets, not by location.
- The Daikin 401(k) Plan (TX) $530M · 11,733
- Mission Support and Test Services LLC (Msts) Employee 401(k) Plan (NV) $530M · 2,104
- Brotherhood of Locomotive Engineers and Trainmen Svgs401 for Employees of Norfolk Southern Carriers (PA) $530M · 3,493
- Vinson & Elkins L. L. P. Retirement Plan a (TX) $529M · 749
Frequently Asked Questions
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How have Coca-Cola Bottling Company United, Inc. plan assets changed over time? ▼
Where does Coca-Cola Bottling Company United, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
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Next read for Coca-Cola Bottling Company United, Inc. …
Filing takeaways
Ways to act on Coca-Cola Bottling Company United, Inc. 401(k) Plan's numbers.
- By total assets, Coca-Cola Bottling Company United, Inc. 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Alabama. Compare plans
- Coca-Cola Bottling Company United, Inc.'s sponsor-wide assets have grown 27.4% since 2022 across 3 plan years on file. More Manufacturing plans