401(k) · DOL Form 5500 · 2023

Pepsi Northwest Beverages 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
375
Participants Below avg headcount
85th
Percentile by assets National rank
$123,328
Avg per participant Near avg balance/head
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Official DOL plan name: Pepsi Northwest Beverages 401(k) Plan · Sponsored by Pepsi Northwest Beverages · Washington · Wholesale Trade

$46M in assets, 375 participants

Pepsi Northwest Beverages's Pepsi Northwest Beverages 401(k) Plan reported $46M in total assets and 375 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #5,415 in Wholesale Trade (6,309 peers)

Coverage in Washington

Pepsi Northwest Beverages 401(k) Plan covers 375 participants in Washington, about 25% of the average Washington filer (state average ~1,476 per filing). Assets: $46M.

#5,415
in Wholesale Trade (6,309 peers)
+11.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Pepsi Northwest Beverages 401(k) Plan's outsized position by total assets

Pepsi Northwest Beverages 401(k) Plan vs every filed plan by assets

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

$46,247,882 Top 15% higher than 85% 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 Northwest Beverages 401(k) 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. Pepsi Northwest Beverages 401(k) Plan sits mid-pack in the medium band (375 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pepsi Northwest Beverages 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Pepsi Northwest Beverages 401(k) Plan reported participants rose from 331 in the plan year 2022 filing to 375 in the plan year 2023 filing.
  • Pepsi Northwest Beverages 401(k) Plan end-of-year assets rose from $41M in the plan year 2022 filing to $46M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 204737891 · Pepsi Northwest Beverages PY 2023 · 401(k)

Pepsi Northwest Beverages 401(k) Plan · $46M · 375 · 85th

  • VS-ST $46M
  • BOY 375
  • SCH 85th
  • EBSA 401(k)
  • PART near Great Wolf Resorts 401(k) Plan
  • TYPE ind #5415

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 Wholesale Trade retirement plans → · Plans in Washington →

Pepsi Northwest Beverages 401(k) Plan in the asset neighbourhood

Roa 401(k) Plan$46MPepsi Northwest Beverages 401(k) PlanPepsi Northwest Beverages 40…$46MGreat Wolf Resorts 401(k) PlanGreat Wolf Resorts 401(k) Pl…$46MThermal Tech Engineering, Inc. Profit Sharing / Savings Retirement PlanThermal Tech Engineering, In…$46MThe Rivers Casino 401(k) Plan$46M
End-of-year total assets ($M) among Pepsi Northwest Beverages 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$46M
Net Income$5M
Employer EIN204737891
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pepsi Northwest Beverages)

Sponsor-wide plan assets over time

All Pepsi Northwest Beverages plans reported in each filing year

Latest sponsor-wide plan assets
$51M 23.069049004082125% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $41.5M $51.1M ▲ +23.1%
Year Plans Participants Total Assets
2022 1 331 $41M
2023 1 375 $46M
2024 1 386 $51M

Nearby 401(k) Plans in Washington

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

Pepsi Northwest Beverages 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Pepsi Northwest Beverages 401(k) Plan, Total assets ($B): 0.046247882 · Participants: 375Pepsi Northwest Beverages 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Pepsi Northwest Beverages 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants

Pepsi Northwest Beverages 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Great Wolf Resorts 401(k) Plan in IL ($46M); by covered participants it is Schneider Mills Employees' Trust in NC (375 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($46M here).

Similar participant headcount

Nearest other-state filings by covered participants (375 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 Northwest Beverages 401(k) Plan assets move in 2023?
Pepsi Northwest Beverages 401(k) Plan grew at a solid clip - up 11.5% during 2023, from $41M to $46M. Reported net income was $5M.
How have Pepsi Northwest Beverages plan assets changed over time?
Across 3 plan years on file (2022-2024), Pepsi Northwest Beverages's sponsor-wide assets grew 23.1%, from $41M to $51M.
Where does Pepsi Northwest Beverages 401(k) Plan rank by assets among Form 5500 filers?
Pepsi Northwest Beverages 401(k) Plan ranks in the 85th 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 Northwest Beverages 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Great Wolf Resorts 401(k) Plan in IL ($46M, 4,300 participants).
Which 401(k) plans cover a similar participant headcount to Pepsi Northwest Beverages 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Schneider Mills Employees' Trust in NC (375 participants, $15M in assets).