Defined Benefit (Pension) · DOL Form 5500 · 2023

Trustees of Soft Drink Industry Pension Fund Pension Plan

Data updated 2026-08-25

$104M
Total assets Near avg plan size: N/A
Participants Small participant base: 92nd
Percentile by assets National rank

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Official DOL plan name: Soft Drink Industry Pension Fund · Sponsored by Trustees of Soft Drink Industry Pension Fund · Illinois · Wholesale Trade

$104M in assets, N/A participants

Trustees of Soft Drink Industry Pension Fund's Soft Drink Industry Pension Fund reported $104M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

#5,878 in Wholesale Trade (6,309 peers)

Where Soft Drink Industry Pension Fund sits by assets

Soft Drink Industry Pension Fund sits in the top 10% of all filed plans by assets, $104M for N/A participants, up 1.6% in 2023.

#5,878
in Wholesale Trade (6,309 peers): +1.6%
assets growth YoY: 1.0×
vs typical plan assets (national mean)

Soft Drink Industry Pension Fund's outsized position by total assets

Soft Drink Industry Pension Fund vs every filed plan by assets

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

$104,050,132 Top 8% higher than 92% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Soft Drink Industry Pension Fund reported net income rose from -$27M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Soft Drink Industry Pension Fund end-of-year assets rose from $102M in the plan year 2022 filing to $104M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 366051352 · Trustees of Soft Drink Industry Pension Fund PY 2023 · Defined Benefit (Pension)

Soft Drink Industry Pension Fund · $104M · N/A · 92nd

PCT $104M
PCT N/A
PCT 92nd
PCT Defined Benefit (Pension)
PCT near Mtd Products Inc Pension Plan
PCT ind #5878

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 Illinois →

End-of-year total assets ($M) among Soft Drink Industry Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$102M
Net Assets (End of Year)	$104M
Net Income	$2M
Employer EIN	366051352
Plan Effective Date	1961-05-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Trustees of Soft Drink Industry Pension Fund)

Latest sponsor-wide plan assets: $107M 4.7369201282386175% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$102M
2023	1	N/A	$104M
2024	1	N/A	$107M

Nearby Defined Benefit (Pension) Plans in Illinois

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

Soft Drink Industry Pension Fund vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants

Central States, Southeast & Southwest Areas Pension Plan $49.7B · 48,538
State Farm Insurance Companies Retirement Plan for United States Employees $35.2B · 45,001
United Food & Commercial Workers Intl Union - Industry Pension Fund $8.0B · 20,680
John Deere Pension Plan for Salaried Employees $8.0B · 16,346
Abbott Laboratories Annuity Retirement Plan $7.8B · 17,382

Compare Soft Drink Industry Pension Fund side-by-side with 3 peers →

Soft Drink Industry Pension Fund's closest out-of-state Defined Benefit (Pension) peers by assets

Outside Illinois, the nearest Defined Benefit (Pension) by end-of-year assets is Mtd Products Inc Pension Plan in OH at $104M (this filing: $104M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($104M here).

Mtd Products Inc Pension Plan (OH) $104M · 848
Totalenergies Finance USA, Inc. Cash Balance Pension Plan (TX) $104M · 1,626
Clark Equipment Company - Melroe Division, Gwinner, Nd Plant Hourly-Rate Employees' Pension Plan (ND) $104M · 1,028
Teamsters Local 408 Pension Plan (NJ) $104M · 189

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 Soft Drink Industry Pension Fund assets move in 2023? ▼

Soft Drink Industry Pension Fund edged up modestly - up 1.6% during 2023, from $102M to $104M. Reported net income was $2M.

How have Trustees of Soft Drink Industry Pension Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Trustees of Soft Drink Industry Pension Fund's sponsor-wide assets grew 4.7%, from $102M to $107M.

Where does Soft Drink Industry Pension Fund rank by assets among Form 5500 filers? ▼

Soft Drink Industry Pension Fund ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to Soft Drink Industry Pension Fund? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Mtd Products Inc Pension Plan in OH ($104M, 848 participants).

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 366051352.