Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees of Cleveland Soft Drink Workers Pension Plan Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: N/A
Participants Small participant base: 38th
Percentile by assets National rank

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Official DOL plan name: Cleveland Soft Drink Workers Pension Plan · Sponsored by Board of Trustees of Cleveland Soft Drink Workers Pension Plan · Ohio · Manufacturing

$4M in assets, N/A participants

Board of Trustees of Cleveland Soft Drink Workers Pension Plan's Cleveland Soft Drink Workers Pension Plan reported $4M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

#4,009 in Manufacturing (18,722 peers)

Board of Trustees of Cleveland Soft Drink Workers Pension Plan multi-year trail

Board of Trustees of Cleveland Soft Drink Workers Pension Plan's plans moved -37.7% in assets from 2022 to 2024; this filing shows Cleveland Soft Drink Workers Pension Plan at $4M / N/A participants.

#4,009
in Manufacturing (18,722 peers): -16.2%
assets change YoY

The plan reported a net loss of $674K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cleveland Soft Drink Workers Pension Plan's mid-pack asset rank among Manufacturing and all filers

Cleveland Soft Drink Workers Pension Plan vs every filed plan by assets

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

$3,510,695 38th percentile higher than 38% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Cleveland Soft Drink Workers Pension Plan reported net income rose from -$2M in the plan year 2022 filing to -$674K in the plan year 2023 filing.
Cleveland Soft Drink Workers Pension Plan end-of-year assets fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 346613099 · Board of Trustees of Cleveland Soft Drink Workers Pension Plan PY 2023 · Defined Benefit (Pension)

Cleveland Soft Drink Workers Pension Plan · $4M · N/A · 38th

TYPE $4M
TYPE N/A
TYPE 38th
TYPE Defined Benefit (Pension)
TYPE near Jewish Home for the Elderly Defined Benefit Pension Plan
TYPE ind #4009

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 Ohio →

End-of-year total assets ($M) among Cleveland Soft Drink Workers Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Board of Trustees of Cleveland Soft Drink Workers Pension Plan multi-year asset trail

Latest sponsor-wide plan assets: $3M 37.74603380753522% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$4M
2023	1	N/A	$4M
2024	1	N/A	$3M

Board of Trustees of Cleveland Soft Drink Workers Pension Plan filing trail (2023)

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$4M
Net Income	-$674K
Employer EIN	346613099
Plan Effective Date	1964-06-01
Filing Status	FILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Ohio

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

Cleveland Soft Drink Workers Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants

Firstenergy Corp. Master Pension Plan $7.1B · 12,304
Nationwide Retirement Plan $5.3B · 22,311
American Electric Power System Retirement Plan $4.5B · 15,595
Parker Defined Benefit Plan $3.7B · 191
Ohio Operating Engineers Pension Plan $3.6B · 10,029

Compare Cleveland Soft Drink Workers Pension Plan side-by-side with 3 peers →

Cleveland Soft Drink Workers Pension Plan's closest out-of-state Defined Benefit (Pension) peers by assets

Outside Ohio, the nearest Defined Benefit (Pension) by end-of-year assets is Jewish Home for the Elderly Defined Benefit Pension Plan in CT at $4M (this filing: $4M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Jewish Home for the Elderly Defined Benefit Pension Plan (CT) $4M · 81
Allied Security Pension Fund (NY) $4M · 126
Haworth Hourly Pension Plan (MI) $4M · 137
Memorial Foundation for Jewish Culture, Inc. Defined Benefit Pension Plan (NY) $4M · N/A

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 Cleveland Soft Drink Workers Pension Plan assets move in 2023? ▼

Cleveland Soft Drink Workers Pension Plan declined sharply - down 16.2% during 2023, from $4M to $4M. Reported net income was -$674K.

How have Board of Trustees of Cleveland Soft Drink Workers Pension Plan plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees of Cleveland Soft Drink Workers Pension Plan's sponsor-wide assets declined 37.7%, from $4M to $3M.

Which Defined Benefit (Pension) plans are similar in size to Cleveland Soft Drink Workers Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Jewish Home for the Elderly Defined Benefit Pension Plan in CT ($4M, 81 participants).

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 346613099.