401(k) · DOL Form 5500 · 2023

Coca-Cola Beverages Northeast, Inc. 401(k) Plan

Data updated 2026-08-11

$363M
Total assets: 2,708
Participants: 97th
Percentile by assets: $133,891
Avg per participant

Official DOL plan name: Coca Cola Beverages Northeast, Inc. Incentive Savings Plan · Sponsored by Coca-Cola Beverages Northeast, Inc. · New Hampshire · Manufacturing

$363M in assets, 2,708 participants

Coca-Cola Beverages Northeast, Inc.'s Coca Cola Beverages Northeast, Inc. Incentive Savings Plan reported $363M in total assets and 2,708 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

97th percentile by assets (of 127,072 plans)
#17,724 in Manufacturing (18,722 peers)

Coverage in New Hampshire

Coca Cola Beverages Northeast, Inc. Incentive Savings Plan covers 2,708 participants in New Hampshire, 9.0x the typical New Hampshire plan (state average ~301 per filing). Assets: $363M.

$363M
total plan assets (2023 EOY): 2,708
covered participants: 97th
percentile by assets (of 127,072 plans): $133,891
avg assets per participant

Coca Cola Beverages Northeast, Inc. Incentive Savings Plan reported net income rose from -$62M in the plan year 2022 filing to $55M in the plan year 2023 filing.
Coca Cola Beverages Northeast, Inc. Incentive Savings Plan end-of-year assets rose from $308M in the plan year 2022 filing to $363M in the plan year 2023 filing.
Coca Cola Beverages Northeast, Inc. Incentive Savings Plan reported participants rose from 2,662 in the plan year 2022 filing to 2,708 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

New Hampshire

Industry

Manufacturing

Participants vs New Hampshire filers

In New Hampshire, the average filing covers about 301 participants across 708 plans. Coca Cola Beverages Northeast, Inc. Incentive Savings Plan reports 2,708 participants - 9.0x that state average ($363M EOY assets).

New Hampshire filing particulars

Total Assets (Beginning of Year)	$308M
Net Assets (End of Year)	$363M
Net Income	$55M
Employer EIN	042614952
Plan Effective Date	1986-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Coca-Cola Beverages Northeast, Inc.)

Total plan assets by year, all Coca-Cola Beverages Northeast, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	3,758	$398M
2023	2	3,801	$463M
2024	3	3,914	$498M

Nearby 401(k) Plans in New Hampshire

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

Coca Cola Beverages Northeast, Inc. Incentive Savings Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants

C&s and Affiliates 401(k) Savings Plan (a) $575M · 12,135
Ams Osram Savings Plan $462M · 977
Albany International Corp. Prosperity Plus Savings Plan $448M · 1,784
Connection Employee 401(k) and Profit Sharing Plan $378M · 2,702
Hypertherm, Inc. Retirement Savings Plan $263M · 1,624

Compare Coca Cola Beverages Northeast, Inc. Ince… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Coca Cola Beverages Northeast, Inc. Incentive Savings Plan by total assets, not by location.

Northern Arizona Healthcare Corporation 401(k) Plan (AZ) $363M · 3,449
Communications Test Design, Inc. 401(k) Profit Sharing Plan (PA) $363M · 8,914
Employee Savings Plan for Evergreen Packaging (IL) $362M · 3,215
Wilbur-Ellis 401(k) Plan (CA) $363M · 3,259

Frequently Asked Questions

How did Coca Cola Beverages Northeast, Inc. Incentive Savings Plan assets move in 2023? ▼

Coca Cola Beverages Northeast, Inc. Incentive Savings Plan grew sharply - up 17.8% during 2023, from $308M to $363M. Reported net income was $55M.

How have Coca-Cola Beverages Northeast, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Coca-Cola Beverages Northeast, Inc.'s sponsor-wide assets grew 25.1%, from $398M to $498M.

Where does Coca Cola Beverages Northeast, Inc. Incentive Savings Plan rank by assets among Form 5500 filers? ▼

Coca Cola Beverages Northeast, Inc. Incentive Savings Plan ranks in the 97th 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 Beverages Northeast, Inc. Incentive Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Northern Arizona Healthcare Corporation 401(k) Plan in AZ ($363M, 3,449 participants).

Next read for Coca Cola Beverages Northeast, Inc. Ince…

Filing takeaways

Ways to act on Coca Cola Beverages Northeast, Inc. Incentive Savings Plan's numbers.

By total assets, Coca Cola Beverages Northeast, Inc. Incentive Savings 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 New Hampshire. Compare plans
Coca-Cola Beverages Northeast, Inc.'s sponsor-wide assets have grown 25.1% since 2022 across 3 plan years on file. More Manufacturing plans

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 042614952.