401(k) · DOL Form 5500 · 2023

Pepsi-Cola Bottling Co. of Hickory, Nc Inc. 401(k) Plan

Data updated 2026-08-25

$75M
Total assets Below avg plan size
306
Participants Below avg headcount
89th
Percentile by assets National rank
$246,326
Avg per participant Above avg balance/head
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Official DOL plan name: Pepsi-Cola Bottling Company of Hickory, N.C., Inc. Profit Sharing and 401(k) · Sponsored by Pepsi-Cola Bottling Co. of Hickory, Nc Inc. · North Carolina · Wholesale Trade

$75M in assets, 306 participants

Pepsi-Cola Bottling Co. of Hickory, Nc Inc.'s Pepsi-Cola Bottling Company of Hickory, N.C., Inc. Profit Sharing and 401(k) reported $75M in total assets and 306 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #5,733 in Wholesale Trade (6,309 peers)

Coverage in North Carolina

Pepsi-Cola Bottling Company of Hickory, N.C., Inc. Profit Sharing and 401(k) covers 306 participants in North Carolina, about 37% of the average North Carolina filer (state average ~819 per filing). Assets: $75M.

#5,733
in Wholesale Trade (6,309 peers)
+17.7%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Pepsi-Cola Bottling Company of Hickory, N.C., Inc. Profit Sharing and 401(k)'s outsized position by total assets

Pepsi-Cola Bottling Company of Hickory, N.C., Inc. Profit Sharing and 401(k) vs every filed plan by assets

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

$75,375,636 Top 11% higher than 89% 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

Pepsi-Cola Bottling Company of Hickory, N.C., Inc. Profit Sharing and 401(k) 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. Pepsi-Cola Bottling Company of Hickory, N.C., Inc. Profit Sharing and 401(k) sits mid-pack in the medium band (306 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pepsi-Cola Bottling Company of Hickory, N.C., Inc. Profit Sharing and 401(k) reported net income rose from -$11M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Pepsi-Cola Bottling Company of Hickory, N.C., Inc. Profit Sharing and 401(k) end-of-year assets rose from $64M in the plan year 2022 filing to $75M in the plan year 2023 filing.
  • Pepsi-Cola Bottling Company of Hickory, N.C., Inc. Profit Sharing and 401(k) reported participants rose from 298 in the plan year 2022 filing to 306 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 560585594 · Pepsi-Cola Bottling Co. of Hickory, Nc Inc. PY 2023 · 401(k)

Pepsi-Cola Bottling Company of Hickory, N.C., Inc. Profit Sharing and 401(k) · $75M · 306 · 89th

  • PHOTO $75M
  • PHOTO 306
  • PHOTO 89th
  • PHOTO 401(k)
  • PHOTO near Cti Clinical Trial Services, Inc. 401(k) Plan
  • PHOTO ind #5733

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 Wholesale Trade retirement plans → · Plans in North Carolina →

Pepsi-Cola Bottling Company of Hickory, N.C., Inc. Profit Sharing and 401(k) in the asset neighbourhood

Pepsi-Cola Bottling Company of Hickory, N.C., Inc. Profit Sharing and 401(k)Pepsi-Cola Bottling Company …$75MCti Clinical Trial Services, Inc. 401(k) PlanCti Clinical Trial Services,…$75MNixon & Vanderhye, P.C. 401(k) Profit Sharing PlanNixon & Vanderhye, P.C. 401(…$75MBest Best & Krieger LLP Profit-Sharing & Employee Savings PlanBest Best & Krieger LLP Prof…$75MSage 401(k) Plan$75M
End-of-year total assets ($M) among Pepsi-Cola Bottling Company of Hickory, N.C., Inc. Profit Sharing and 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$75M
Net Income$11M
Employer EIN560585594
Plan Effective Date1976-12-07
Filing StatusFILING RECEIVED

Sponsor Plan History (Pepsi-Cola Bottling Co. of Hickory, Nc Inc.)

Sponsor-wide plan assets over time

All Pepsi-Cola Bottling Co. of Hickory, Nc Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$84M 31.72673948937731% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $64M $84.4M ▲ +31.7%
Year Plans Participants Total Assets
2022 1 298 $64M
2023 1 306 $75M
2024 1 344 $84M

Nearby 401(k) Plans in North Carolina

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

Pepsi-Cola Bottling Company of Hickory, N.C., Inc. Profit Sharing and 401(k) vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Pepsi-Cola Bottling Company of Hickory, N.C., Inc. Profit Sharing and 401(k), Total assets ($B): 0.075375636 · Participants: 306Pepsi-Cola Bottling Company of Hickory, N.C., Inc. Profit Sharing and 401(k)The Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Pepsi-Cola Bottling Company of Hickory, N.C., Inc. Profit Sharing and 401(k) vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Pepsi-Cola Bottling Company of Hickory, N.C., Inc. Profit Sharing and 401(k) side-by-side with 3 peers →

Pepsi-Cola Bottling Company of Hickory, N.C., Inc. Profit Sharing and 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Cti Clinical Trial Services, Inc. 401(k) Plan in KY ($75M); by covered participants it is Life Unlimited, Inc. 401(k) Plan in MO (306 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (306 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 Pepsi-Cola Bottling Company of Hickory, N.C., Inc. Profit Sharing and 401(k) assets move in 2023? ▼
Pepsi-Cola Bottling Company of Hickory, N.C., Inc. Profit Sharing and 401(k) grew sharply - up 17.7% during 2023, from $64M to $75M. Reported net income was $11M.
How have Pepsi-Cola Bottling Co. of Hickory, Nc Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pepsi-Cola Bottling Co. of Hickory, Nc Inc.'s sponsor-wide assets grew 31.7%, from $64M to $84M.
Where does Pepsi-Cola Bottling Company of Hickory, N.C., Inc. Profit Sharing and 401(k) rank by assets among Form 5500 filers? ▼
Pepsi-Cola Bottling Company of Hickory, N.C., Inc. Profit Sharing and 401(k) ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Pepsi-Cola Bottling Company of Hickory, N.C., Inc. Profit Sharing and 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Cti Clinical Trial Services, Inc. 401(k) Plan in KY ($75M, 623 participants).
Which 401(k) plans cover a similar participant headcount to Pepsi-Cola Bottling Company of Hickory, N.C., Inc. Profit Sharing and 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Life Unlimited, Inc. 401(k) Plan in MO (306 participants, $3M 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 560585594.

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.