401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$363M
Total assets Above avg plan size
2,708
Participants Above avg headcount
97th
Percentile by assets National rank
$133,891
Avg per participant Near avg balance/head
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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.

  • #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.

#17,724
in Manufacturing (18,722 peers)
+17.8%
assets growth YoY
3.6×
vs typical plan assets (national mean)

Coca Cola Beverages Northeast, Inc. Incentive Savings Plan's outsized position by total assets

Coca Cola Beverages Northeast, Inc. Incentive Savings Plan vs every filed plan by assets

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

$362,577,523 Top 3% higher than 97% 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 Beverages Northeast, Inc. Incentive Savings 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 Beverages Northeast, Inc. Incentive Savings Plan lands in the large band (2,708 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

Plan-year Form 5500 strip

Filing strip 042614952 · Coca-Cola Beverages Northeast, Inc. PY 2023 · 401(k)

Coca Cola Beverages Northeast, Inc. Incentive Savings Plan · $363M · 2,708 · 97th

  • VS-ST $363M
  • VS-ST 2,708
  • VS-ST 97th
  • VS-ST 401(k)
  • VS-ST near Northern Arizona Healthcare Corporation 401(k) Plan
  • VS-ST ind #17724

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 New Hampshire →

Coca Cola Beverages Northeast, Inc. Incentive Savings Plan in the asset neighbourhood

Wilbur-Ellis 401(k) Plan$363MCommunications Test Design, Inc. 401(k) Profit Sharing PlanCommunications Test Design, …$363MNorthern Arizona Healthcare Corporation 401(k) PlanNorthern Arizona Healthcare …$363MCoca Cola Beverages Northeast, Inc. Incentive Savings PlanCoca Cola Beverages Northeas…$363MEmployee Savings Plan for Evergreen PackagingEmployee Savings Plan for Ev…$362M
End-of-year total assets ($M) among Coca Cola Beverages Northeast, Inc. Incentive Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Hampshire filing particulars

Total Assets (Beginning of Year)$308M
Net Assets (End of Year)$363M
Net Income$55M
Employer EIN042614952
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Coca-Cola Beverages Northeast, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$498M 25.123457259347703% vs 2022
2024 filing year
$350M$400M$450M$500M$550M 202220232024 $398M $498M ▲ +25.1%
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 Scatter plot of 6 data points. 050001000015000 200300400500600 Total assets ($M) Participants Coca Cola Beverages Northeast, Inc. Incentive Savings Plan, Total assets ($M): 362.577523 · Participants: 2708Coca Cola Beverages Northeast, Inc. Incentive Savings PlanC&s and Affiliates 401(k) Savings Plan (a), Total assets ($M): 574.6136 · Participants: 12135C&s and Affiliates 401(k) Savings Plan (a)Ams Osram Savings Plan, Total assets ($M): 461.503498 · Participants: 977Ams Osram Savings PlanAlbany International Corp. Prosperity Plus Savings Plan, Total assets ($M): 447.510354 · Participants: 1784Albany International Corp. Prosperity Plus Savings PlanConnection Employee 401(k) and Profit Sharing Plan, Total assets ($M): 378.181216 · Participants: 2702Connection Employee 401(k) and Profit Sharing PlanHypertherm, Inc. Retirement Savings Plan, Total assets ($M): 262.862389 · Participants: 1624Hypertherm, Inc. Retirement Savings Plan
Coca Cola Beverages Northeast, Inc. Incentive Savings Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants
Compare Coca Cola Beverages Northeast, Inc. Incentive Savings Plan side-by-side with 3 peers →

Coca Cola Beverages Northeast, Inc. Incentive Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New Hampshire, the nearest 401(k) by assets is Northern Arizona Healthcare Corporation 401(k) Plan in AZ ($363M); by covered participants it is Graco Employee Investment Plan in MN (2,708 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($363M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,708 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 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).
Which 401(k) plans cover a similar participant headcount to Coca Cola Beverages Northeast, Inc. Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Graco Employee Investment Plan in MN (2,708 participants, $572M 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 042614952.

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.