401(k) · DOL Form 5500 · 2023

Ozarks Coca-Cola/Dr Pepper Bottling Company 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
731
Participants Near avg headcount
82nd
Percentile by assets National rank
$50,913
Avg per participant Low balance/head
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Official DOL plan name: Ozarks Coca-Cola/Dr Pepper Bottling Company 401(k) Profit Sharing Plan · Sponsored by Ozarks Coca-Cola/Dr Pepper Bottling Company · Missouri · Manufacturing

$37M in assets, 731 participants

Ozarks Coca-Cola/Dr Pepper Bottling Company's Ozarks Coca-Cola/Dr Pepper Bottling Company 401(k) Profit Sharing Plan reported $37M in total assets and 731 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #13,976 in Manufacturing (18,722 peers)

Where Ozarks Coca-Cola/Dr Pepper Bottling Company 401(k) Profit Sharing Plan sits by assets

Ozarks Coca-Cola/Dr Pepper Bottling Company 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $37M for 731 participants (~$50,913/participant), up 24.2% in 2023.

#13,976
in Manufacturing (18,722 peers)
+24.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Ozarks Coca-Cola/Dr Pepper Bottling Company 401(k) Profit Sharing Plan's outsized position by total assets

Ozarks Coca-Cola/Dr Pepper Bottling Company 401(k) Profit Sharing Plan vs every filed plan by assets

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

$37,217,513 Top 18% higher than 82% 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

Ozarks Coca-Cola/Dr Pepper Bottling Company 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ozarks Coca-Cola/Dr Pepper Bottling Company 401(k) Profit Sharing Plan sits mid-pack in the medium band (731 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ozarks Coca-Cola/Dr Pepper Bottling Company 401(k) Profit Sharing Plan reported net income rose from -$7M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Ozarks Coca-Cola/Dr Pepper Bottling Company 401(k) Profit Sharing Plan reported participants rose from 505 in the plan year 2022 filing to 731 in the plan year 2023 filing.
  • Ozarks Coca-Cola/Dr Pepper Bottling Company 401(k) Profit Sharing Plan end-of-year assets rose from $30M in the plan year 2022 filing to $37M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 440443840 · Ozarks Coca-Cola/Dr Pepper Bottling Company PY 2023 · 401(k)

Ozarks Coca-Cola/Dr Pepper Bottling Company 401(k) Profit Sharing Plan · $37M · 731 · 82nd

  • PART $37M
  • PART 731
  • PART 82nd
  • PART 401(k)
  • PART near Western New York Teamsters 401(k) Plan
  • PART ind #13976

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 Missouri →

Ozarks Coca-Cola/Dr Pepper Bottling Company 401(k) Profit Sharing Plan in the asset neighbourhood

Ozarks Coca-Cola/Dr Pepper Bottling Company 401(k) Profit Sharing PlanOzarks Coca-Cola/Dr Pepper B…$37MWestern New York Teamsters 401(k) PlanWestern New York Teamsters 4…$37MThe Horizon Corporations Retirement PlanThe Horizon Corporations Ret…$37MIsland Operating Company, Inc. Profit Sharing 401(k) PlanIsland Operating Company, In…$37MSafford Automotive Group 401(k) PlanSafford Automotive Group 401…$37M
End-of-year total assets ($M) among Ozarks Coca-Cola/Dr Pepper Bottling Company 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$37M
Net Income$7M
Employer EIN440443840
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ozarks Coca-Cola/Dr Pepper Bottling Company)

Sponsor-wide plan assets over time

All Ozarks Coca-Cola/Dr Pepper Bottling Company plans reported in each filing year

Latest sponsor-wide plan assets
$52M 45.68765064179373% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $35.9M $52.2M ▲ +45.7%
Year Plans Participants Total Assets
2022 2 659 $36M
2023 2 923 $44M
2024 2 759 $52M

Nearby 401(k) Plans in Missouri

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

Ozarks Coca-Cola/Dr Pepper Bottling Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Ozarks Coca-Cola/Dr Pepper Bottling Company 401(k) Profit Sharing Plan, Total assets ($B): 0.037217513 · Participants: 731Ozarks Coca-Cola/Dr Pepper Bottling Company 401(k) Profit Sharing PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
Ozarks Coca-Cola/Dr Pepper Bottling Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Ozarks Coca-Cola/Dr Pepper Bottling Company 401(k) Profit Sharing Plan side-by-side with 3 peers →

Ozarks Coca-Cola/Dr Pepper Bottling Company 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Western New York Teamsters 401(k) Plan in NY ($37M); by covered participants it is Tenaska Retirement Plan in NE (731 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (731 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 Ozarks Coca-Cola/Dr Pepper Bottling Company 401(k) Profit Sharing Plan assets move in 2023? ▼
Ozarks Coca-Cola/Dr Pepper Bottling Company 401(k) Profit Sharing Plan grew sharply - up 24.2% during 2023, from $30M to $37M. Reported net income was $7M.
How have Ozarks Coca-Cola/Dr Pepper Bottling Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ozarks Coca-Cola/Dr Pepper Bottling Company's sponsor-wide assets grew 45.7%, from $36M to $52M.
Where does Ozarks Coca-Cola/Dr Pepper Bottling Company 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Ozarks Coca-Cola/Dr Pepper Bottling Company 401(k) Profit Sharing Plan ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Ozarks Coca-Cola/Dr Pepper Bottling Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Western New York Teamsters 401(k) Plan in NY ($37M, 744 participants).
Which 401(k) plans cover a similar participant headcount to Ozarks Coca-Cola/Dr Pepper Bottling Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tenaska Retirement Plan in NE (731 participants, $336M 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 440443840.

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.