401(k) · DOL Form 5500 · 2023

Coca-Cola Bottling Company United, Inc. 401(k) Plan

Data updated 2026-08-25

$530M
Total assets Above avg plan size
9,248
Participants Very large workforce
98th
Percentile by assets National rank
$57,316
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#17,974
in Manufacturing (18,722 peers)
+21.6%
assets growth YoY
5.3×
vs typical plan assets (national mean)

Coca-Cola Bottling Company United, Inc. 401(k) Plan's outsized position by total assets

Coca-Cola Bottling Company United, Inc. 401(k) Plan vs every filed plan by assets

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

$530,060,778 Top 2% higher than 98% 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

Coca-Cola Bottling Company United, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Coca-Cola Bottling Company United, Inc. 401(k) Plan lands in the large band (9,248 participants).

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.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 580148710 · Coca-Cola Bottling Company United, Inc. PY 2023 · 401(k)

Coca-Cola Bottling Company United, Inc. 401(k) Plan · $530M · 9,248 · 98th

  • RANK $530M
  • PHOTO 9,248
  • IND 98th
  • EOY 401(k)
  • 5500 near The Daikin 401(k) Plan
  • ASSETS ind #17974

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 Alabama →

Coca-Cola Bottling Company United, Inc. 401(k) Plan in the asset neighbourhood

Mission Support and Test Services LLC (Msts) Employee 401(k) PlanMission Support and Test Ser…$530MCoca-Cola Bottling Company United, Inc. 401(k) PlanCoca-Cola Bottling Company U…$530MThe Daikin 401(k) Plan$530MBrotherhood of Locomotive Engineers and Trainmen Svgs401 for Employees of Norfolk Southern CarriersBrotherhood of Locomotive En…$530MVinson & Elkins L. L. P. Retirement Plan aVinson & Elkins L. L. P. Ret…$529M
End-of-year total assets ($M) among Coca-Cola Bottling Company United, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Alabama filing particulars

Total Assets (Beginning of Year)$436M
Net Assets (End of Year)$530M
Net Income$94M
Employer EIN580148710
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Coca-Cola Bottling Company United, Inc.)

Sponsor-wide plan assets over time

All Coca-Cola Bottling Company United, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$824M 27.415112251832397% vs 2022
2024 filing year
$600M$700M$800M$900M 202220232024 $647M $824M ▲ +27.4%
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 Scatter plot of 6 data points. -100000100002000030000 0123 Total assets ($B) Participants Coca-Cola Bottling Company United, Inc. 401(k) Plan, Total assets ($B): 0.530060778 · Participants: 9248Coca-Cola Bottling Company United, Inc. 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Coca-Cola Bottling Company United, Inc. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Coca-Cola Bottling Company United, Inc. 401(k) Plan side-by-side with 3 peers →

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's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is The Daikin 401(k) Plan in TX ($530M); by covered participants it is Pella Corporation 401(k) Savings Plan in IA (9,243 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9,248 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 Coca-Cola Bottling Company United, Inc. 401(k) Plan assets move in 2023? ▼
Coca-Cola Bottling Company United, Inc. 401(k) Plan grew sharply - up 21.6% during 2023, from $436M to $530M. Reported net income was $94M.
How have Coca-Cola Bottling Company United, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coca-Cola Bottling Company United, Inc.'s sponsor-wide assets grew 27.4%, from $647M to $824M.
Where does Coca-Cola Bottling Company United, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Coca-Cola Bottling Company United, Inc. 401(k) Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Coca-Cola Bottling Company United, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Daikin 401(k) Plan in TX ($530M, 11,733 participants).
Which 401(k) plans cover a similar participant headcount to Coca-Cola Bottling Company United, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pella Corporation 401(k) Savings Plan in IA (9,243 participants, $1.1B 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 580148710.

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.