Defined Benefit (Pension) · DOL Form 5500 · 2023

The Coca-Cola Bottling Co. of the Lehigh Valley Pension Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
117
Participants Small participant base
47th
Percentile by assets National rank
$49,086
Avg per participant Low balance/head
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Official DOL plan name: The Coca-Cola Bottling Co. of the Lehigh Valley Pension Plan · Sponsored by The Coca-Cola Bottling Co. of the Lehigh Valley · Pennsylvania · Manufacturing

$6M in assets, 117 participants

The Coca-Cola Bottling Co. of the Lehigh Valley's The Coca-Cola Bottling Co. of the Lehigh Valley Pension Plan reported $6M in total assets and 117 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #5,720 in Manufacturing (18,722 peers)

Coverage in Pennsylvania

The Coca-Cola Bottling Co. of the Lehigh Valley Pension Plan covers 117 participants in Pennsylvania, about 14% of the average Pennsylvania filer (state average ~822 per filing). Assets: $6M.

#5,720
in Manufacturing (18,722 peers)
+11.1%
assets growth YoY

The Coca-Cola Bottling Co. of the Lehigh Valley Pension Plan's mid-pack asset rank among Manufacturing and all filers

The Coca-Cola Bottling Co. of the Lehigh Valley Pension Plan vs every filed plan by assets

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

$5,743,081 47th percentile higher than 47% 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

The Coca-Cola Bottling Co. of the Lehigh Valley Pension 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. The Coca-Cola Bottling Co. of the Lehigh Valley Pension Plan sits mid-pack in the medium band (117 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Coca-Cola Bottling Co. of the Lehigh Valley Pension Plan reported net income rose from -$74K in the plan year 2022 filing to $574K in the plan year 2023 filing.
  • The Coca-Cola Bottling Co. of the Lehigh Valley Pension Plan reported participants rose from 89 in the plan year 2022 filing to 117 in the plan year 2023 filing.
  • The Coca-Cola Bottling Co. of the Lehigh Valley Pension Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 240863382 · The Coca-Cola Bottling Co. of the Lehigh Valley PY 2023 · Defined Benefit (Pension)

The Coca-Cola Bottling Co. of the Lehigh Valley Pension Plan · $6M · 117 · 47th

  • IND $6M
  • EOY 117
  • 5500 47th
  • ASSETS Defined Benefit (Pension)
  • PCT near Sensient Colors Inc. Pension Plan for Bargaining Unit Employees in United Steelworkers of America and Its Local 6996-20
  • EIN ind #5720

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 Pennsylvania →

The Coca-Cola Bottling Co. of the Lehigh Valley Pension Plan in the asset neighbourhood

Sovereign Partners, LLC Defined Benefit PlanSovereign Partners, LLC Defi…$6MSeverance Pay Plan of Michigan Teamsters Joint Council 43 and Its AffiliatesSeverance Pay Plan of Michig…$6MWhitaker Bank Corporation of Kentucky Defined Benefit PlanWhitaker Bank Corporation of…$6MThe Coca-Cola Bottling Co. of the Lehigh Valley Pension PlanThe Coca-Cola Bottling Co. o…$6MSensient Colors Inc. Pension Plan for Bargaining Unit Employees in United Steelworkers of America and Its Local 6996-20Sensient Colors Inc. Pension…$6M
End-of-year total assets ($M) among The Coca-Cola Bottling Co. of the Lehigh Valley Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$574K
Employer EIN240863382
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Coca-Cola Bottling Co. of the Lehigh Valley)

Sponsor-wide plan assets over time

All The Coca-Cola Bottling Co. of the Lehigh Valley plans reported in each filing year

Latest sponsor-wide plan assets
$6M 20.98481759212474% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M 202220232024 $5.17M $6.25M ▲ +20.9%
Year Plans Participants Total Assets
2022 1 89 $5M
2023 1 117 $6M
2024 1 132 $6M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

The Coca-Cola Bottling Co. of the Lehigh Valley Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants The Coca-Cola Bottling Co. of the Lehigh Valley Pension Plan, Total assets ($B): 0.005743081 · Participants: 117The Coca-Cola Bottling Co. of the Lehigh Valley Pension PlanNational Elevator Industry Pension Plan, Total assets ($B): 11.224377797 · Participants: 27434National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 6.602912146 · Participants: 47052Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.63715 · Participants: 63680The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.323012123 · Participants: 5080Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.257223708 · Participants: 7374The Bank of New York Mellon Corporation Pension Plan
The Coca-Cola Bottling Co. of the Lehigh Valley Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare The Coca-Cola Bottling Co. of the Lehigh Valley Pension Plan side-by-side with 3 peers →

The Coca-Cola Bottling Co. of the Lehigh Valley Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Sensient Colors Inc. Pension Plan for Bargaining Unit Employees in United Steelworkers of America and Its Local 6996-20 in WI ($6M); by covered participants it is Cotton Incorporated Pension Plan in NC (117 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (117 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 The Coca-Cola Bottling Co. of the Lehigh Valley Pension Plan assets move in 2023? ▼
The Coca-Cola Bottling Co. of the Lehigh Valley Pension Plan grew at a solid clip - up 11.1% during 2023, from $5M to $6M. Reported net income was $574K.
How have The Coca-Cola Bottling Co. of the Lehigh Valley plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Coca-Cola Bottling Co. of the Lehigh Valley's sponsor-wide assets grew 21.0%, from $5M to $6M.
Which Defined Benefit (Pension) plans are similar in size to The Coca-Cola Bottling Co. of the Lehigh Valley Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sensient Colors Inc. Pension Plan for Bargaining Unit Employees in United Steelworkers of America and Its Local 6996-20 in WI ($6M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Coca-Cola Bottling Co. of the Lehigh Valley Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cotton Incorporated Pension Plan in NC (117 participants, $35M 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 240863382.

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.