401(k) · DOL Form 5500 · 2023

The Coca-Cola Bottlers Association 401(k) Plan

Data updated 2026-08-25

$839M
Total assets Above avg plan size
19,643
Participants Very large workforce
98th
Percentile by assets National rank
$42,730
Avg per participant Low balance/head
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Official DOL plan name: The Coca-Cola Bottlers' Association 401(k) Retirement Savings Plan · Sponsored by The Coca-Cola Bottlers Association · Georgia · Manufacturing

$839M in assets, 19,643 participants

The Coca-Cola Bottlers Association's The Coca-Cola Bottlers' Association 401(k) Retirement Savings Plan reported $839M in total assets and 19,643 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #18,188 in Manufacturing (18,722 peers)

Coverage in Georgia

The Coca-Cola Bottlers' Association 401(k) Retirement Savings Plan covers 19,643 participants in Georgia, 18x the typical Georgia plan (state average ~1,096 per filing). Assets: $839M.

#18,188
in Manufacturing (18,722 peers)
+19.2%
assets growth YoY
8.4×
vs typical plan assets (national mean)

The Coca-Cola Bottlers' Association 401(k) Retirement Savings Plan's outsized position by total assets

The Coca-Cola Bottlers' Association 401(k) Retirement Savings Plan vs every filed plan by assets

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

$839,340,545 Top 2% higher than 98% 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 Bottlers' Association 401(k) Retirement Savings Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Coca-Cola Bottlers' Association 401(k) Retirement Savings Plan is a mega filing (19,643 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Coca-Cola Bottlers' Association 401(k) Retirement Savings Plan reported net income rose from -$169M in the plan year 2022 filing to $135M in the plan year 2023 filing.
  • The Coca-Cola Bottlers' Association 401(k) Retirement Savings Plan end-of-year assets rose from $704M in the plan year 2022 filing to $839M in the plan year 2023 filing.
  • The Coca-Cola Bottlers' Association 401(k) Retirement Savings Plan reported participants rose from 18,369 in the plan year 2022 filing to 19,643 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 580198280 · The Coca-Cola Bottlers Association PY 2023 · 401(k)

The Coca-Cola Bottlers' Association 401(k) Retirement Savings Plan · $839M · 19,643 · 98th

  • PHOTO $839M
  • IND 19,643
  • EOY 98th
  • 5500 401(k)
  • ASSETS near Markel Group Inc. Retirement Savings Plan
  • PCT ind #18188

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 Georgia →

The Coca-Cola Bottlers' Association 401(k) Retirement Savings Plan in the asset neighbourhood

Triad 401(k) Savings Plan$840MThe Coca-Cola Bottlers' Association 401(k) Retirement Savings PlanThe Coca-Cola Bottlers' Asso…$839MMarkel Group Inc. Retirement Savings PlanMarkel Group Inc. Retirement…$839MHowmet Aerospace Hourly Retirement Savings PlanHowmet Aerospace Hourly Reti…$839MMartin Marietta Savings and Investment PlanMartin Marietta Savings and …$838M
End-of-year total assets ($M) among The Coca-Cola Bottlers' Association 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$704M
Net Assets (End of Year)$839M
Net Income$135M
Employer EIN580198280
Plan Effective Date2005-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Coca-Cola Bottlers Association)

Sponsor-wide plan assets over time

All The Coca-Cola Bottlers Association plans reported in each filing year

Latest sponsor-wide plan assets
$962M 36.54378333352525% vs 2022
2024 filing year
$600M$700M$800M$900M$1,000M 202220232024 $704M $962M ▲ +36.5%
Year Plans Participants Total Assets
2022 1 18,369 $704M
2023 1 19,643 $839M
2024 1 13,807 $962M

Nearby 401(k) Plans in Georgia

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

The Coca-Cola Bottlers' Association 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 05101520 Total assets ($B) Participants The Coca-Cola Bottlers' Association 401(k) Retirement Savings Plan, Total assets ($B): 0.839340545 · Participants: 19643The Coca-Cola Bottlers' Association 401(k) Retirement Savings PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
The Coca-Cola Bottlers' Association 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare The Coca-Cola Bottlers' Association 401(k) Retirement Savings Plan side-by-side with 3 peers →

Scale composition for The Coca-Cola Bottlers' Association 401(k) Retirement Savings Plan

The Coca-Cola Bottlers' Association 401(k) Retirement Savings Plan reports $839M in end-of-year assets across 19,643 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.021% of 93,925,755 covered participants) - about $42,730 per participant (31% of the national average assets-per-participant) . Net income for plan year 2023 was $135M.

This plan identity (EIN 580198280, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $704M to $962M (+36.5%) while covered participants moved from 18,369 to 13,807 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 18,369 $704M Open filing
2023 19,643 $839M This page
2024 · index core 13,807 $962M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

The Coca-Cola Bottlers' Association 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Markel Group Inc. Retirement Savings Plan in VA ($839M); by covered participants it is Inova Health System Retirement Savings Plan in VA (19,635 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($839M here).

Similar participant headcount

Nearest other-state filings by covered participants (19,643 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 Bottlers' Association 401(k) Retirement Savings Plan assets move in 2023? ▼
The Coca-Cola Bottlers' Association 401(k) Retirement Savings Plan grew sharply - up 19.2% during 2023, from $704M to $839M. Reported net income was $135M.
How have The Coca-Cola Bottlers Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Coca-Cola Bottlers Association's sponsor-wide assets grew 36.5%, from $704M to $962M.
Where does The Coca-Cola Bottlers' Association 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
The Coca-Cola Bottlers' Association 401(k) Retirement Savings Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to The Coca-Cola Bottlers' Association 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Markel Group Inc. Retirement Savings Plan in VA ($839M, 3,363 participants).
Which 401(k) plans cover a similar participant headcount to The Coca-Cola Bottlers' Association 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Inova Health System Retirement Savings Plan in VA (19,635 participants, $2.9B 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 580198280.

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.