401(k)
2023 plan-year 401(k) DOL Form 5500

Coca-Cola Consolidated, Inc. 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Coca-Cola Consolidated, Inc. ยท North Carolina ยท Manufacturing

What the 2023 filing shows

Coca-Cola Consolidated, Inc. 401(k) Plan holds $946M for 15,141 participants - about $62,449 per participant, up 16.7% over the 2023 plan year.

$946M
total plan assets (2023 EOY)
15,141
covered participants
$62,449
avg assets per participant
+16.7%
assets growth YoY
Total Assets (2023)
$946M
Participants
15,141
Industry
Manufacturing

What the Filing Says About Coca-Cola Consolidated, Inc. 401(k) Plan

Coca-Cola Consolidated, Inc. 401(k) Plan is a 401(k) retirement plan sponsored by Coca-Cola Consolidated, Inc., headquartered in North Carolina. As of the 2023 Form 5500 filing, the plan reports $946M in total end-of-year assets and covers 15,141 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 560950585, and the plan has been effective since 1974-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $810M at the beginning of 2023 to $946M at year-end โ€” a gain of 16.7%. Net assets (after liabilities) closed the year at $946M, with reported net income of $126M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$810M
Total Assets (End of Year)$946M
Net Assets (End of Year)$946M
Net Income$126M
Plan Type401(k)
Employer EIN560950585
Plan Effective Date1974-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Coca-Cola Consolidated, Inc.)

Year Plans Participants Total Assets
2022 2 14,889 $1.0B
2023 2 16,391 $954M
2024 2 15,589 $1.1B

Nearby 401(k) Plans in North Carolina

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

Frequently Asked Questions

How much money is in the Coca-Cola Consolidated, Inc. 401(k) Plan?
As of the 2023 Form 5500 filing, Coca-Cola Consolidated, Inc. 401(k) Plan holds $946M in total assets with 15,141 participants. It is sponsored by Coca-Cola Consolidated, Inc..
What type of plan is Coca-Cola Consolidated, Inc. 401(k) Plan?
Coca-Cola Consolidated, Inc. 401(k) Plan is a 401(k) plan. It has been effective since 1974-04-01. The plan is filed with the U.S. Department of Labor under EIN 560950585.
Who sponsors the Coca-Cola Consolidated, Inc. 401(k) Plan?
Coca-Cola Consolidated, Inc. 401(k) Plan is sponsored by Coca-Cola Consolidated, Inc., located in North Carolina. The sponsor's EIN is 560950585 and the plan operates in the Manufacturing industry.
How did Coca-Cola Consolidated, Inc. 401(k) Plan perform in 2023?
Coca-Cola Consolidated, Inc. 401(k) Plan grew by 16.7% during 2023, moving from $810M to $946M in total assets. Net income was $126M.
Where can I find official filings for Coca-Cola Consolidated, Inc. 401(k) Plan?
Official Form 5500 filings for Coca-Cola Consolidated, Inc. 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 560950585 or plan name at efast.dol.gov.
How does Coca-Cola Consolidated, Inc. 401(k) Plan compare to other plans?
You can compare Coca-Cola Consolidated, Inc. 401(k) Plan against other 401(k) plans on the plan type page, or view plans in North Carolina on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 560950585.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.