401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$946M
Total assets Above avg plan size
15,141
Participants Very large workforce
99th
Percentile by assets National rank
$62,449
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Coca-Cola Consolidated, Inc. 401(k) Plan · Sponsored by Coca-Cola Consolidated, Inc. · North Carolina · Manufacturing

$946M in assets, 15,141 participants

Coca-Cola Consolidated, Inc.'s Coca-Cola Consolidated, Inc. 401(k) Plan reported $946M in total assets and 15,141 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • #18,239 in Manufacturing (18,722 peers)

Coverage in North Carolina

Coca-Cola Consolidated, Inc. 401(k) Plan covers 15,141 participants in North Carolina, 18x the typical North Carolina plan (state average ~819 per filing). Assets: $946M.

#18,239
in Manufacturing (18,722 peers)
+16.7%
assets growth YoY
9.5×
vs typical plan assets (national mean)

Coca-Cola Consolidated, Inc. 401(k) Plan's outsized position by total assets

Coca-Cola Consolidated, Inc. 401(k) Plan vs every filed plan by assets

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

$945,546,808 Top 1% higher than 99% 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 Consolidated, Inc. 401(k) Plan's mega-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 Consolidated, Inc. 401(k) Plan is a mega filing (15,141 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Coca-Cola Consolidated, Inc. 401(k) Plan reported net income rose from -$156M in the plan year 2022 filing to $126M in the plan year 2023 filing.
  • Coca-Cola Consolidated, Inc. 401(k) Plan end-of-year assets rose from $810M in the plan year 2022 filing to $946M in the plan year 2023 filing.
  • Coca-Cola Consolidated, Inc. 401(k) Plan reported participants rose from 13,596 in the plan year 2022 filing to 15,141 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 560950585 · Coca-Cola Consolidated, Inc. PY 2023 · 401(k)

Coca-Cola Consolidated, Inc. 401(k) Plan · $946M · 15,141 · 99th

  • EBSA $946M
  • EBSA 15,141
  • EBSA 99th
  • EBSA 401(k)
  • EBSA near Charles River Laboratories, Inc. Savings/Plus Plan
  • EBSA ind #18239

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 North Carolina →

Coca-Cola Consolidated, Inc. 401(k) Plan in the asset neighbourhood

Save Mart Companies Retirement Savings PlanSave Mart Companies Retireme…$950MSpirit Airlines, Inc. Pilots' Retirement Savings PlanSpirit Airlines, Inc. Pilots…$948MSavings and Investment 401(k) Plan of White & Case LLPSavings and Investment 401(k…$948MCoca-Cola Consolidated, Inc. 401(k) PlanCoca-Cola Consolidated, Inc.…$946MCharles River Laboratories, Inc. Savings/Plus PlanCharles River Laboratories, …$943M
End-of-year total assets ($M) among Coca-Cola Consolidated, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

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

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

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$1.1B 1.8002225120049613% vs 2022
2024 filing year
$0.9B$0.95B$1B$1.05B$1.1B 202220232024 $1.05B $1.06B ▲ +1.0%
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, same state, same plan type, ranked by total assets.

Coca-Cola Consolidated, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. 050000100000150000200000 -200204060 Total assets ($B) Participants Coca-Cola Consolidated, Inc. 401(k) Plan, Total assets ($B): 0.945546808 · Participants: 15141Coca-Cola Consolidated, Inc. 401(k) PlanThe 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
Coca-Cola Consolidated, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Coca-Cola Consolidated, Inc. 401(k) Plan side-by-side with 3 peers →

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

Coca-Cola Consolidated, Inc. 401(k) Plan reports $946M in end-of-year assets across 15,141 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.016% of 93,925,755 covered participants) - about $62,449 per participant (45% of the national average assets-per-participant) . Net income for plan year 2023 was $126M.

This plan identity (EIN 560950585, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $810M to $1.1B (+31.4%) while covered participants moved from 13,596 to 15,589 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 13,596 $810M Open filing
2023 15,141 $946M This page
2024 · index core 15,589 $1.1B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

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

Outside North Carolina, the nearest 401(k) by assets is Charles River Laboratories, Inc. Savings/Plus Plan in MA ($943M); by covered participants it is Halliburton Retirement and Savings Plan in TX (15,155 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15,141 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 Consolidated, Inc. 401(k) Plan assets move in 2023? ▼
Coca-Cola Consolidated, Inc. 401(k) Plan grew sharply - up 16.7% during 2023, from $810M to $946M. Reported net income was $126M.
How have Coca-Cola Consolidated, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coca-Cola Consolidated, Inc.'s sponsor-wide assets grew 1.8%, from $1.0B to $1.1B.
Where does Coca-Cola Consolidated, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Coca-Cola Consolidated, Inc. 401(k) Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Coca-Cola Consolidated, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Charles River Laboratories, Inc. Savings/Plus Plan in MA ($943M, 13,617 participants).
Which 401(k) plans cover a similar participant headcount to Coca-Cola Consolidated, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Halliburton Retirement and Savings Plan in TX (15,155 participants, $4.2B 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 560950585.

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.