Defined Benefit (Pension) · DOL Form 5500 · 2023

Coca-Cola Consolidated, Inc. Pension Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
1,250
Participants Near avg headcount
55th
Percentile by assets National rank
$6,867
Avg per participant Low balance/head
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Official DOL plan name: Coca-Cola Consolidated, Inc. Employees Pension Plan · Sponsored by Coca-Cola Consolidated, Inc. · North Carolina · Manufacturing

$9M in assets, 1,250 participants

Coca-Cola Consolidated, Inc.'s Coca-Cola Consolidated, Inc. Employees Pension Plan reported $9M in total assets and 1,250 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #7,637 in Manufacturing (18,722 peers)

2023 asset change

Coca-Cola Consolidated, Inc. Employees Pension Plan contracted severely 96.4% in 2023 ($235M → $9M) for 1,250 participants.

#7,637
in Manufacturing (18,722 peers)
-96.4%
assets change YoY

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

Coca-Cola Consolidated, Inc. Employees Pension Plan's mid-pack asset rank among Manufacturing and all filers

Coca-Cola Consolidated, Inc. Employees Pension Plan vs every filed plan by assets

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

$8,584,330 Top 45% higher than 55% 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

Coca-Cola Consolidated, Inc. Employees Pension Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Coca-Cola Consolidated, Inc. Employees Pension Plan lands in the large band (1,250 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Coca-Cola Consolidated, Inc. Employees Pension Plan reported net income fell from -$70M in the plan year 2022 filing to -$226M in the plan year 2023 filing.
  • Coca-Cola Consolidated, Inc. Employees Pension Plan end-of-year assets fell from $235M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Coca-Cola Consolidated, Inc. Employees Pension Plan reported participants fell from 1,293 in the plan year 2022 filing to 1,250 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 560950585 · Coca-Cola Consolidated, Inc. PY 2023 · Defined Benefit (Pension)

Coca-Cola Consolidated, Inc. Employees Pension Plan · $9M · 1,250 · 55th

  • NET $9M
  • BOOK 1,250
  • VS-ST 55th
  • BOY Defined Benefit (Pension)
  • SCH near Harrisonville Telephone Company Retirement Plan for Non-Management Employees
  • EBSA ind #7637

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 North Carolina →

Coca-Cola Consolidated, Inc. Employees Pension Plan in the asset neighbourhood

The Dierbergs Market, Inc and Local 655 Variable Annuity PlanThe Dierbergs Market, Inc an…$9MSierra Retirement Plan$9MHarrisonville Telephone Company Retirement Plan for Non-Management EmployeesHarrisonville Telephone Comp…$9MCoca-Cola Consolidated, Inc. Employees Pension PlanCoca-Cola Consolidated, Inc.…$9MWest Florida Medical Associates, P.a. Cash Balance Pension PlanWest Florida Medical Associa…$9M
End-of-year total assets ($M) among Coca-Cola Consolidated, Inc. Employees Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Coca-Cola Consolidated, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Coca-Cola Consolidated, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.1B 1.8002225120049613% vs 2022
2024 filing year
$0.9B$0.95B$1B$1.05B$1.1B 202220232024 $1.05B $1.06B ▲ +1.0%
Year Plans Participants Total Assets
2022 2 14,889 $1.0B
2023 2 16,391 $954M
2024 2 15,589 $1.1B

2023 asset-move particulars

Total Assets (Beginning of Year)$235M
Net Assets (End of Year)N/A
Net Income-$226M
Employer EIN560950585
Plan Effective Date1952-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in North Carolina

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

Coca-Cola Consolidated, Inc. Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -505101520 Total assets ($B) Participants Coca-Cola Consolidated, Inc. Employees Pension Plan, Total assets ($B): 0.00858433 · Participants: 1250Coca-Cola Consolidated, Inc. Employees Pension PlanHoneywell Retirement Earnings Plan, Total assets ($B): 16.613752395 · Participants: 11145Honeywell Retirement Earnings PlanTruist Financial Corporation Pension Plan, Total assets ($B): 14.582387965 · Participants: 45818Truist Financial Corporation Pension PlanDuke Energy Retirement Cash Balance Plan, Total assets ($B): 4.0264 · Participants: 14485Duke Energy Retirement Cash Balance PlanDuke Energy Legacy Pension Plan, Total assets ($B): 3.3721 · Participants: 371Duke Energy Legacy Pension PlanEmployees' Retirement Plan of Duke University, Total assets ($B): 2.616859519 · Participants: 21020Employees' Retirement Plan of Duke University
Coca-Cola Consolidated, Inc. Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants
Compare Coca-Cola Consolidated, Inc. Employees Pension Plan side-by-side with 3 peers →

Coca-Cola Consolidated, Inc. Employees Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside North Carolina, the nearest Defined Benefit (Pension) by assets is Harrisonville Telephone Company Retirement Plan for Non-Management Employees in IL ($9M); by covered participants it is Local 360 Labor-Management Pension Fund in NJ (1,252 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,250 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 Coca-Cola Consolidated, Inc. Employees Pension Plan assets move in 2023? ▼
Coca-Cola Consolidated, Inc. Employees Pension Plan contracted severely - down 96.4% during 2023, from $235M to $9M. Reported net income was -$226M.
How have Coca-Cola Consolidated, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coca-Cola Consolidated, Inc.'s sponsor-wide assets grew 1.8%, from $1.0B to $1.1B.
Which Defined Benefit (Pension) plans are similar in size to Coca-Cola Consolidated, Inc. Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Harrisonville Telephone Company Retirement Plan for Non-Management Employees in IL ($9M, 41 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Coca-Cola Consolidated, Inc. Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Local 360 Labor-Management Pension Fund in NJ (1,252 participants, $117M 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 560950585.

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.