Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

Coca-Cola Consolidated, Inc. Employees Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Coca-Cola Consolidated, Inc. ยท North Carolina ยท Manufacturing

What the 2023 filing shows

Coca-Cola Consolidated, Inc. Employees Pension Plan holds $9M for 1,250 participants - about $6,867 per participant, down 96.4% over the 2023 plan year.

$9M
total plan assets (2023 EOY)
1,250
covered participants
$6,867
avg assets per participant
-96.4%
assets change YoY

The plan reported a net loss of $226M for the year โ€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$9M
Participants
1,250
Industry
Manufacturing

What the Filing Says About Coca-Cola Consolidated, Inc. Employees Pension Plan

Coca-Cola Consolidated, Inc. Employees Pension Plan is a Defined Benefit (Pension) retirement plan sponsored by Coca-Cola Consolidated, Inc., headquartered in North Carolina. As of the 2023 Form 5500 filing, the plan reports $9M in total end-of-year assets and covers 1,250 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 560950585, and the plan has been effective since 1952-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $235M at the beginning of 2023 to $9M at year-end โ€” a decline of 96.4%. Net assets (after liabilities) closed the year at N/A, with reported net income of $-225,808,242 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$235M
Total Assets (End of Year)$9M
Net Assets (End of Year)N/A
Net Income$-225,808,242
Plan TypeDefined Benefit (Pension)
Employer EIN560950585
Plan Effective Date1952-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Coca-Cola Consolidated, Inc.)

Year Plans Participants Total Assets
2022 2 14,889 $1.0B
2023 2 16,391 $954M
2024 2 15,589 $1.1B

Nearby Defined Benefit (Pension) Plans in North Carolina

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

Frequently Asked Questions

How much money is in the Coca-Cola Consolidated, Inc. Employees Pension Plan?
As of the 2023 Form 5500 filing, Coca-Cola Consolidated, Inc. Employees Pension Plan holds $9M in total assets with 1,250 participants. It is sponsored by Coca-Cola Consolidated, Inc..
What type of plan is Coca-Cola Consolidated, Inc. Employees Pension Plan?
Coca-Cola Consolidated, Inc. Employees Pension Plan is a Defined Benefit (Pension) plan. It has been effective since 1952-01-01. The plan is filed with the U.S. Department of Labor under EIN 560950585.
Who sponsors the Coca-Cola Consolidated, Inc. Employees Pension Plan?
Coca-Cola Consolidated, Inc. Employees Pension Plan is sponsored by Coca-Cola Consolidated, Inc., located in North Carolina. The sponsor's EIN is 560950585 and the plan operates in the Manufacturing industry.
How did Coca-Cola Consolidated, Inc. Employees Pension Plan perform in 2023?
Coca-Cola Consolidated, Inc. Employees Pension Plan declined by 96.4% during 2023, moving from $235M to $9M in total assets. Net income was $-225,808,242.
Where can I find official filings for Coca-Cola Consolidated, Inc. Employees Pension Plan?
Official Form 5500 filings for Coca-Cola Consolidated, Inc. Employees Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 560950585 or plan name at efast.dol.gov.
How does Coca-Cola Consolidated, Inc. Employees Pension Plan compare to other plans?
You can compare Coca-Cola Consolidated, Inc. Employees Pension Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in North Carolina on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 560950585.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.