401(k) · DOL Form 5500 · 2023
Coca-Cola Consolidated, Inc. 401(k) Plan
Data updated 2026-08-11
- $946M
- Total assets
- 15,141
- Participants
- 99th
- Percentile by assets
- $62,449
- Avg per participant
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.
- 99th percentile by assets (of 127,072 plans)
- #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.
- $946M
- total plan assets (2023 EOY)
- 15,141
- covered participants
- 99th
- percentile by assets (of 127,072 plans)
- $62,449
- avg assets per participant
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.
Participants vs North Carolina filers
In North Carolina, the average filing covers about 819 participants across 3,515 plans. Coca-Cola Consolidated, Inc. 401(k) Plan reports 15,141 participants - 18x that state average ($946M EOY assets).
North Carolina filing particulars
| Total Assets (Beginning of Year) | $810M |
|---|---|
| Net Assets (End of Year) | $946M |
| Net Income | $126M |
| Employer EIN | 560950585 |
| Plan Effective Date | 1974-04-01 |
| Filing Status | FILING 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, 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
- The Bank of America 401(k) Plan $54.8B · 173,899
- Honeywell 401(k) Plan $15.4B · 40,004
- Duke Energy Retirement Savings Plan $10.4B · 28,121
- Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
- Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174
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 (401(k), $1.1B, 15,589 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Coca-Cola Consolidated, Inc. 401(k) Plan by total assets, not by location.
- Charles River Laboratories, Inc. Savings/Plus Plan (MA) $943M · 13,617
- Savings and Investment 401(k) Plan of White & Case LLP (NY) $948M · 2,231
- Spirit Airlines, Inc. Pilots' Retirement Savings Plan (FL) $948M · 3,206
- Save Mart Companies Retirement Savings Plan (CA) $950M · 13,313
Frequently Asked Questions
How did Coca-Cola Consolidated, Inc. 401(k) Plan assets move in 2023? ▼
How have Coca-Cola Consolidated, Inc. plan assets changed over time? ▼
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Next read for Coca-Cola Consolidated, Inc. 401(k) Plan
Filing takeaways
Ways to act on Coca-Cola Consolidated, Inc. 401(k) Plan's numbers.
- By total assets, Coca-Cola Consolidated, Inc. 401(k) Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in North Carolina. Compare plans
- Coca-Cola Consolidated, Inc.'s sponsor-wide assets have grown 1.8% since 2022 across 3 plan years on file. More Manufacturing plans