401(k) · DOL Form 5500 · 2023

Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
331
Participants Below avg headcount
84th
Percentile by assets National rank
$131,783
Avg per participant Near avg balance/head
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Official DOL plan name: Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris · Sponsored by Pepsi-Cola Newburgh Bottling Co., Inc. · New York · Manufacturing

$44M in assets, 331 participants

Pepsi-Cola Newburgh Bottling Co., Inc.'s Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris reported $44M in total assets and 331 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #14,449 in Manufacturing (18,722 peers)

Coverage in New York

Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris covers 331 participants in New York, about 41% of the average New York filer (state average ~798 per filing). Assets: $44M.

#14,449
in Manufacturing (18,722 peers)
+15.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris's outsized position by total assets

Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris vs every filed plan by assets

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

$43,620,213 Top 16% higher than 84% 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 Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris 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. Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris sits mid-pack in the medium band (331 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris reported net income rose from -$4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris end-of-year assets rose from $38M in the plan year 2022 filing to $44M in the plan year 2023 filing.
  • Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris reported participants rose from 307 in the plan year 2022 filing to 331 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 141263911 · Pepsi-Cola Newburgh Bottling Co., Inc. PY 2023 · 401(k)

Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris · $44M · 331 · 84th

  • EBSA $44M
  • PART 331
  • TYPE 84th
  • NET 401(k)
  • BOOK near Browning & Associates Savings Plan
  • VS-ST ind #14449

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 Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris in the asset neighbourhood

Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola BrisPepsi-Cola Newburgh Bottling…$44MBrowning & Associates Savings PlanBrowning & Associates Saving…$44MMnp Corporation 401(k) Profit Sharing PlanMnp Corporation 401(k) Profi…$44MMacon Orthopedic & Hand Center, PA 401(k) Profit Sharing PlanMacon Orthopedic & Hand Cent…$44MI.B.E.W. Local No. 704 401(k) PlanI.B.E.W. Local No. 704 401(k…$44M
End-of-year total assets ($M) among Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$44M
Net Income$6M
Employer EIN141263911
Plan Effective Date1990-07-20
Filing StatusFILING RECEIVED

Sponsor Plan History (Pepsi-Cola Newburgh Bottling Co., Inc.)

Sponsor-wide plan assets over time

All Pepsi-Cola Newburgh Bottling Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$45M 20.163861765950227% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $37.8M $45.4M ▲ +20.1%
Year Plans Participants Total Assets
2022 1 307 $38M
2023 1 331 $44M
2024 1 348 $45M

Nearby 401(k) Plans in New York

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

Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris, Total assets ($B): 0.043620213 · Participants: 331Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola BrisIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris vs. nearby 401(k) plans in New York, assets vs. participants
Compare Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris side-by-side with 3 peers →

Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Browning & Associates Savings Plan in UT ($44M); by covered participants it is Pds 401(k) Plan for Maritime Sector Employees in TX (331 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (331 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 Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris assets move in 2023? ▼
Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris grew sharply - up 15.3% during 2023, from $38M to $44M. Reported net income was $6M.
How have Pepsi-Cola Newburgh Bottling Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pepsi-Cola Newburgh Bottling Co., Inc.'s sponsor-wide assets grew 20.2%, from $38M to $45M.
Where does Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris rank by assets among Form 5500 filers? ▼
Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris ranks in the 84th 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 Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris? ▼
Among 401(k) plans in other states, the closest by assets is Browning & Associates Savings Plan in UT ($44M, 141 participants).
Which 401(k) plans cover a similar participant headcount to Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris? ▼
Among 401(k) plans in other states, the closest by covered participants is Pds 401(k) Plan for Maritime Sector Employees in TX (331 participants, N/A 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 141263911.

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.