401(k) · DOL Form 5500 · 2023

Pepsi Bottling Ventures, LLC 401(k) Plan

Data updated 2026-08-11

$206M
Total assets
2,674
Participants
95th
Percentile by assets
$77,151
Avg per participant
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Official DOL plan name: Pepsi Bottling Ventures 401(k) Plan · Sponsored by Pepsi Bottling Ventures, LLC · North Carolina · Manufacturing

$206M in assets, 2,674 participants

Pepsi Bottling Ventures, LLC's Pepsi Bottling Ventures 401(k) Plan reported $206M in total assets and 2,674 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • 95th percentile by assets (of 127,072 plans)
  • #17,216 in Manufacturing (18,722 peers)

Coverage in North Carolina

Pepsi Bottling Ventures 401(k) Plan covers 2,674 participants in North Carolina, 3.3x the typical North Carolina plan (state average ~819 per filing). Assets: $206M.

$206M
total plan assets (2023 EOY)
2,674
covered participants
95th
percentile by assets (of 127,072 plans)
$77,151
avg assets per participant

Where Pepsi Bottling Ventures 401(k) Plan sits by total assets

Pepsi Bottling Ventures 401(k) Plan vs every filed plan by assets

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

$206,302,287 Top 5% higher than 95% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pepsi Bottling Ventures 401(k) Plan reported net income rose from -$33M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Pepsi Bottling Ventures 401(k) Plan end-of-year assets rose from $187M in the plan year 2022 filing to $206M in the plan year 2023 filing.
  • Pepsi Bottling Ventures 401(k) Plan reported participants rose from 2,536 in the plan year 2022 filing to 2,674 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
North Carolina
Industry
Manufacturing

Participants vs North Carolina filers

In North Carolina, the average filing covers about 819 participants across 3,515 plans. Pepsi Bottling Ventures 401(k) Plan reports 2,674 participants - 3.3x that state average ($206M EOY assets).

North Carolina filing particulars

Total Assets (Beginning of Year)$187M
Net Assets (End of Year)$206M
Net Income$19M
Employer EIN223657794
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pepsi Bottling Ventures, LLC)

$180M$190M$200M$210M$220M$230M 202220232024 $187M $220M ▲ +17.3%
Total plan assets by year, all Pepsi Bottling Ventures, LLC plans on file
Year Plans Participants Total Assets
2022 1 2,536 $187M
2023 1 2,674 $206M
2024 1 2,983 $220M

Nearby 401(k) Plans in North Carolina

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

Pepsi Bottling Ventures 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Pepsi Bottling Ventu…, Total assets ($B): 0.206302287 · Participants: 2674Pepsi Bottling Ventu…The Bank of America …, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America …Honeywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retireme…, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retireme…Truist Financial Cor…, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Cor…Nucor Corporation Pr…, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Pr…
Pepsi Bottling Ventures 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Pepsi Bottling Ventures 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Pepsi Bottling Ventures 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Pepsi Bottling Ventures 401(k) Plan assets move in 2023? ▼
Pepsi Bottling Ventures 401(k) Plan grew at a solid clip - up 10.2% during 2023, from $187M to $206M. Reported net income was $19M.
How have Pepsi Bottling Ventures, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pepsi Bottling Ventures, LLC's sponsor-wide assets grew 17.3%, from $187M to $220M.
Where does Pepsi Bottling Ventures 401(k) Plan rank by assets among Form 5500 filers? ▼
Pepsi Bottling Ventures 401(k) Plan ranks in the 95th 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 Pepsi Bottling Ventures 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Panoramic Health 401(k) Plan in AZ ($206M, 916 participants).

Next read for Pepsi Bottling Ventures 401(k) Plan

Filing takeaways

Ways to act on Pepsi Bottling Ventures 401(k) Plan's numbers.

  • By total assets, Pepsi Bottling Ventures 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in North Carolina. Compare plans
  • Pepsi Bottling Ventures, LLC's sponsor-wide assets have grown 17.3% since 2022 across 3 plan years on file. More Manufacturing plans

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 223657794.

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.