Defined Benefit (Pension) · DOL Form 5500 · 2023

Pepsi-Cola Bottling Co. of New York Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
5
Participants Small participant base
33rd
Percentile by assets National rank
$492,426
Avg per participant High balance/head
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Official DOL plan name: Pepsi-Cola Hourly Employees' Retirement Plan · Sponsored by Pepsi-Cola Bottling Co. of New York · New York · Manufacturing

$2M in assets, 5 participants

Pepsi-Cola Bottling Co. of New York's Pepsi-Cola Hourly Employees' Retirement Plan reported $2M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #3,169 in Manufacturing (18,722 peers)

Pepsi-Cola Bottling Co. of New York multi-year trail

Pepsi-Cola Bottling Co. of New York's plans moved +21.7% in assets from 2022 to 2024; this filing shows Pepsi-Cola Hourly Employees' Retirement Plan at $2M / 5 participants.

#3,169
in Manufacturing (18,722 peers)
-0.5%
assets change YoY

The plan reported a net loss of $12K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pepsi-Cola Hourly Employees' Retirement Plan among the smaller filed plans by assets

Pepsi-Cola Hourly Employees' Retirement Plan vs every filed plan by assets

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

$2,462,129 33rd percentile higher than 33% 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-Cola Hourly Employees' Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pepsi-Cola Hourly Employees' Retirement Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pepsi-Cola Hourly Employees' Retirement Plan reported net income rose from -$683K in the plan year 2022 filing to -$12K in the plan year 2023 filing.
  • Pepsi-Cola Hourly Employees' Retirement Plan reported participants fell from 6 in the plan year 2022 filing to 5 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 112692997 · Pepsi-Cola Bottling Co. of New York PY 2023 · Defined Benefit (Pension)

Pepsi-Cola Hourly Employees' Retirement Plan · $2M · 5 · 33rd

  • PCT $2M
  • EIN 5
  • RANK 33rd
  • PHOTO Defined Benefit (Pension)
  • IND near Aapex Community Pharmacy Defined Benefit Plan
  • EOY ind #3169

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 New York →

Pepsi-Cola Hourly Employees' Retirement Plan in the asset neighbourhood

Jones Family Medicine Clinic, PLLC Cash Balance PlanJones Family Medicine Clinic…$2MPepsi-Cola Hourly Employees' Retirement PlanPepsi-Cola Hourly Employees'…$2MAapex Community Pharmacy Defined Benefit PlanAapex Community Pharmacy Def…$2MW. Steven Heise Defined Benefit Pension PlanW. Steven Heise Defined Bene…$2MEbms, Inc. Dba Hermes Wealth Strategies Cash Balance Pension PlanEbms, Inc. Dba Hermes Wealth…$2M
End-of-year total assets ($M) among Pepsi-Cola Hourly Employees' Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Pepsi-Cola Bottling Co. of New York multi-year asset trail

Sponsor-wide plan assets over time

All Pepsi-Cola Bottling Co. of New York plans reported in each filing year

Latest sponsor-wide plan assets
$18M 21.7342174822141% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $14.8M $18M ▲ +21.7%
Year Plans Participants Total Assets
2022 2 69 $15M
2023 2 68 $18M
2024 2 63 $18M

Pepsi-Cola Bottling Co. of New York filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$12K
Employer EIN112692997
Plan Effective Date1984-07-23
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Pepsi-Cola Hourly Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Pepsi-Cola Hourly Employees' Retirement Plan, Total assets ($B): 0.002462129 · Participants: 5Pepsi-Cola Hourly Employees' Retirement PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Pepsi-Cola Hourly Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Pepsi-Cola Hourly Employees' Retirement Plan side-by-side with 3 peers →

Pepsi-Cola Hourly Employees' Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Aapex Community Pharmacy Defined Benefit Plan in TX ($2M); by covered participants it is Suncoast Industries, Inc. Defined Benefit Pension Plan and Trust in FL (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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-Cola Hourly Employees' Retirement Plan assets move in 2023? ▼
Pepsi-Cola Hourly Employees' Retirement Plan held essentially flat - down 0.5% during 2023, from $2M to $2M. Reported net income was -$12K.
How have Pepsi-Cola Bottling Co. of New York plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pepsi-Cola Bottling Co. of New York's sponsor-wide assets grew 21.7%, from $15M to $18M.
Which Defined Benefit (Pension) plans are similar in size to Pepsi-Cola Hourly Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Aapex Community Pharmacy Defined Benefit Plan in TX ($2M, 19 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pepsi-Cola Hourly Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Suncoast Industries, Inc. Defined Benefit Pension Plan and Trust in FL (5 participants, $1M 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 112692997.

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.