Defined Benefit (Pension) · DOL Form 5500 · 2023

Pepsi-Cola Bottling Co. of New York Pension Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
63
Participants Small participant base
68th
Percentile by assets National rank
$249,172
Avg per participant Above avg balance/head
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Official DOL plan name: Pepsi New York Mt. Vernon Hourly Employees Plan · Sponsored by Pepsi-Cola Bottling Co. of New York · New York · Manufacturing

$16M in assets, 63 participants

Pepsi-Cola Bottling Co. of New York's Pepsi New York Mt. Vernon Hourly Employees Plan reported $16M in total assets and 63 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #10,625 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 New York Mt. Vernon Hourly Employees Plan at $16M / 63 participants.

#10,625
in Manufacturing (18,722 peers)
+27.4%
assets growth YoY

Pepsi New York Mt. Vernon Hourly Employees Plan's outsized position by total assets

Pepsi New York Mt. Vernon Hourly Employees Plan vs every filed plan by assets

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

$15,697,858 Top 32% higher than 68% 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 New York Mt. Vernon Hourly Employees Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pepsi New York Mt. Vernon Hourly Employees Plan is a small filing (63 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pepsi New York Mt. Vernon Hourly Employees Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Pepsi New York Mt. Vernon Hourly Employees Plan end-of-year assets rose from $12M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

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

Pepsi New York Mt. Vernon Hourly Employees Plan · $16M · 63 · 68th

  • RANK $16M
  • PHOTO 63
  • IND 68th
  • EOY Defined Benefit (Pension)
  • 5500 near Somerset Savings Bank, Sla Pension Plan
  • ASSETS ind #10625

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 New York Mt. Vernon Hourly Employees Plan in the asset neighbourhood

The Retirement Plan for Employees of Grange Insurance AssociationThe Retirement Plan for Empl…$16MSupplemental Pension Plan of Indiana Harbor Belt Railroad CompanySupplemental Pension Plan of…$16MPepsi New York Mt. Vernon Hourly Employees PlanPepsi New York Mt. Vernon Ho…$16MSomerset Savings Bank, Sla Pension PlanSomerset Savings Bank, Sla P…$16MInternational UAW Staff Cash Balance PlanInternational UAW Staff Cash…$16M
End-of-year total assets ($M) among Pepsi New York Mt. Vernon Hourly Employees 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)$12M
Net Assets (End of Year)$16M
Net Income$3M
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 New York Mt. Vernon Hourly Employees Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Pepsi New York Mt. Vernon Hourly Employees Plan, Total assets ($B): 0.015697858 · Participants: 63Pepsi New York Mt. Vernon Hourly Employees 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 New York Mt. Vernon Hourly Employees Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Pepsi New York Mt. Vernon Hourly Employees Plan side-by-side with 3 peers →

Pepsi New York Mt. Vernon Hourly Employees Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Somerset Savings Bank, Sla Pension Plan in NJ ($16M); by covered participants it is Retirement Program Plan for Employees of United States Enrichment Corporation in MD (63 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (63 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 New York Mt. Vernon Hourly Employees Plan assets move in 2023? ▼
Pepsi New York Mt. Vernon Hourly Employees Plan grew sharply - up 27.4% during 2023, from $12M to $16M. Reported net income was $3M.
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 New York Mt. Vernon Hourly Employees Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Somerset Savings Bank, Sla Pension Plan in NJ ($16M, 63 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pepsi New York Mt. Vernon Hourly Employees Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Program Plan for Employees of United States Enrichment Corporation in MD (63 participants, $264M 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.