Defined Benefit (Pension) · DOL Form 5500 · 2023

Coca-Cola Bottling Company United, Inc Pension Plan

Data updated 2026-08-25

$220M
Total assets Near avg plan size
1,208
Participants Near avg headcount
95th
Percentile by assets National rank
$182,497
Avg per participant Above avg balance/head
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Official DOL plan name: Coca-Cola Bottling Company United, Inc. Retirement Plan · Sponsored by Coca-Cola Bottling Company United, Inc · Alabama · Manufacturing

$220M in assets, 1,208 participants

Coca-Cola Bottling Company United, Inc's Coca-Cola Bottling Company United, Inc. Retirement Plan reported $220M in total assets and 1,208 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #17,280 in Manufacturing (18,722 peers)

Coverage in Alabama

Coca-Cola Bottling Company United, Inc. Retirement Plan covers 1,208 participants in Alabama, 3.4x the typical Alabama plan (state average ~360 per filing). Assets: $220M.

#17,280
in Manufacturing (18,722 peers)
+4.6%
assets growth YoY
2.2×
vs typical plan assets (national mean)

Coca-Cola Bottling Company United, Inc. Retirement Plan's outsized position by total assets

Coca-Cola Bottling Company United, Inc. Retirement Plan vs every filed plan by assets

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

$220,456,275 Top 5% higher than 95% 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. Retirement 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. Retirement Plan lands in the large band (1,208 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Coca-Cola Bottling Company United, Inc. Retirement Plan reported net income rose from -$59M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Coca-Cola Bottling Company United, Inc. Retirement Plan reported participants fell from 1,292 in the plan year 2022 filing to 1,208 in the plan year 2023 filing.
  • Coca-Cola Bottling Company United, Inc. Retirement Plan end-of-year assets rose from $211M in the plan year 2022 filing to $220M 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 · Defined Benefit (Pension)

Coca-Cola Bottling Company United, Inc. Retirement Plan · $220M · 1,208 · 95th

  • PHOTO $220M
  • PHOTO 1,208
  • PHOTO 95th
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Rockford Pipe Trades Industry Pension Fund
  • PHOTO ind #17280

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. Retirement Plan in the asset neighbourhood

Golden State Water Company Pension PlanGolden State Water Company P…$221MThe Phila Bakery Employers & Food Driver Salesmens Union Local #463 & Teamsters Local #676 Pension PlThe Phila Bakery Employers &…$221MRockford Pipe Trades Industry Pension FundRockford Pipe Trades Industr…$221MCoca-Cola Bottling Company United, Inc. Retirement PlanCoca-Cola Bottling Company U…$220MUnited Wire, Metal & Machine Pension FundUnited Wire, Metal & Machine…$220M
End-of-year total assets ($M) among Coca-Cola Bottling Company United, Inc. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Alabama filing particulars

Total Assets (Beginning of Year)$211M
Net Assets (End of Year)$220M
Net Income$10M
Employer EIN580148710
Plan Effective Date1948-11-01
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 Defined Benefit (Pension) Plans in Alabama

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Coca-Cola Bottling Company United, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants Scatter plot of 6 data points. 050010001500200025003000 00.511.5 Total assets ($B) Participants Coca-Cola Bottling Company United, Inc. Retirement Plan, Total assets ($B): 0.220456275 · Participants: 1208Coca-Cola Bottling Company United, Inc. Retirement PlanRegions Financial Corporation Retirement Plan, Total assets ($B): 1.23300032 · Participants: 292Regions Financial Corporation Retirement PlanBlue Cross and Blue Shield of Alabama Retirement Plan, Total assets ($B): 0.737313284 · Participants: 2014Blue Cross and Blue Shield of Alabama Retirement PlanRegions Financial Corporation Retirement Plan for Associates, Total assets ($B): 0.716301272 · Participants: 2395Regions Financial Corporation Retirement Plan for AssociatesVulcan Materials Company Pension Plan, Total assets ($B): 0.507585545 · Participants: 776Vulcan Materials Company Pension PlanAmerican Cast Iron Pipe Company Pension Plan, Total assets ($B): 0.440237888 · Participants: 832American Cast Iron Pipe Company Pension Plan
Coca-Cola Bottling Company United, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants
Compare Coca-Cola Bottling Company United, Inc. Retirement Plan side-by-side with 3 peers →

Coca-Cola Bottling Company United, Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Alabama, the nearest Defined Benefit (Pension) by assets is Rockford Pipe Trades Industry Pension Fund in IL ($221M); by covered participants it is Central Ohio Ufcw Unions and Retail Employers Pension Plan in OH (1,208 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,208 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. Retirement Plan assets move in 2023? ▼
Coca-Cola Bottling Company United, Inc. Retirement Plan edged up modestly - up 4.6% during 2023, from $211M to $220M. Reported net income was $10M.
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. Retirement Plan rank by assets among Form 5500 filers? ▼
Coca-Cola Bottling Company United, Inc. Retirement Plan ranks in the 95th 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 Defined Benefit (Pension) plans are similar in size to Coca-Cola Bottling Company United, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Rockford Pipe Trades Industry Pension Fund in IL ($221M, 429 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Coca-Cola Bottling Company United, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Central Ohio Ufcw Unions and Retail Employers Pension Plan in OH (1,208 participants, $54M 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.