401(k) · DOL Form 5500 · 2023

Pepsi Bottling Ventures, LLC 401(k) Plan

Data updated 2026-08-25

$206M
Total assets Near avg plan size
2,674
Participants Above avg headcount
95th
Percentile by assets National rank
$77,151
Avg per participant Below avg balance/head
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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.

  • #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.

#17,216
in Manufacturing (18,722 peers)
+10.2%
assets growth YoY
2.1×
vs typical plan assets (national mean)

Pepsi Bottling Ventures 401(k) Plan's outsized position 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 $2,050,000,000 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

Pepsi Bottling Ventures 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pepsi Bottling Ventures 401(k) Plan lands in the large band (2,674 participants).

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 →

Published 5500 schedule card

Filing strip 223657794 · Pepsi Bottling Ventures, LLC PY 2023 · 401(k)

Pepsi Bottling Ventures 401(k) Plan · $206M · 2,674 · 95th

  • NET $206M
  • NET 2,674
  • NET 95th
  • NET 401(k)
  • NET near Panoramic Health 401(k) Plan
  • NET ind #17216

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 →

Pepsi Bottling Ventures 401(k) Plan in the asset neighbourhood

Pepsi Bottling Ventures 401(k) PlanPepsi Bottling Ventures 401(…$206MPanoramic Health 401(k) Plan$206MBalyasny Asset Management 401(k) PlanBalyasny Asset Management 40…$206MMasimo Retirement Savings PlanMasimo Retirement Savings Pl…$206MKimco Realty Corporation 401(k) PlanKimco Realty Corporation 401…$206M
End-of-year total assets ($M) among Pepsi Bottling Ventures 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)$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)

Sponsor-wide plan assets over time

All Pepsi Bottling Ventures, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$220M 17.328225023323167% vs 2022
2024 filing year
$180M$190M$200M$210M$220M$230M 202220232024 $187M $220M ▲ +17.3%
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 ($B) Participants Pepsi Bottling Ventures 401(k) Plan, Total assets ($B): 0.206302287 · Participants: 2674Pepsi Bottling Ventures 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
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 →

Pepsi Bottling Ventures 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Panoramic Health 401(k) Plan in AZ ($206M); by covered participants it is Teamwork Services 401(k) & Profit Sharing Plan in GA (2,674 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($206M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,674 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 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).
Which 401(k) plans cover a similar participant headcount to Pepsi Bottling Ventures 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Teamwork Services 401(k) & Profit Sharing Plan in GA (2,674 participants, $57M 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 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.