Profit Sharing · DOL Form 5500 · 2024

Pepsico, Inc. Profit Sharing Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
479
Participants Below avg headcount
54th
Percentile by assets National rank
$19,653
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pepsico Puerto Rico Savings and Retirement Plan · Sponsored by Pepsico, Inc. · New York · Manufacturing

$9M in assets, 479 participants

Pepsico, Inc.'s Pepsico Puerto Rico Savings and Retirement Plan reported $9M in total assets and 479 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

  • #7,082 in Manufacturing (17,777 peers)

2024 asset change

Pepsico Puerto Rico Savings and Retirement Plan surged 34.8% in 2024 ($7M → $9M) for 479 participants.

#7,082
in Manufacturing (17,777 peers)
+34.8%
assets growth YoY

Pepsico Puerto Rico Savings and Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Pepsico Puerto Rico Savings and Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$9,413,681 Top 46% higher than 54% of 123,620 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 2024

Pepsico Puerto Rico Savings and Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pepsico Puerto Rico Savings and Retirement Plan sits mid-pack in the medium band (479 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pepsico Puerto Rico Savings and Retirement Plan end-of-year assets rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Pepsico Puerto Rico Savings and Retirement Plan reported participants rose from 474 in the plan year 2023 filing to 479 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 131584302 · Pepsico, Inc. PY 2024 · Profit Sharing

Pepsico Puerto Rico Savings and Retirement Plan · $9M · 479 · 54th

  • NET $9M
  • BOOK 479
  • VS-ST 54th
  • BOY Profit Sharing
  • SCH near K.a.R. Properties, Inc. Profit Sharing Plan
  • EBSA ind #7082

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 New York →

Pepsico Puerto Rico Savings and Retirement Plan in the asset neighbourhood

K.a.R. Properties, Inc. Profit Sharing PlanK.a.R. Properties, Inc. Prof…$9MMaloney Seafood Corporation Profit Sharing PlanMaloney Seafood Corporation …$9MChinese Hospital 401(a) Retirement Plan & TrustChinese Hospital 401(a) Reti…$9MPepsico Puerto Rico Savings and Retirement PlanPepsico Puerto Rico Savings …$9MCraig Schauer, Cpa Profit Sharing PlanCraig Schauer, Cpa Profit Sh…$9M
End-of-year total assets ($M) among Pepsico Puerto Rico Savings and Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Pepsico, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All Pepsico, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26.0B 9.863970014505846% vs 2022
2024 filing year
$23B$24B$25B$26B$27B 202220232024 $23.7B $26B ▲ +9.9%
Year Plans Participants Total Assets
2022 5 217,267 $23.6B
2023 4 220,294 $25.5B
2024 4 228,239 $26.0B

2024 asset-move particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN131584302
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Pepsico Puerto Rico Savings and Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Pepsico Puerto Rico Savings and Retirement Plan, Total assets ($B): 0.009413681 · Participants: 479Pepsico Puerto Rico Savings and Retirement PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.296401236 · Participants: 18200Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 2.056246349 · Participants: 3278Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.821807482 · Participants: 5817Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for the State University of New York Retirement Plan, Total assets ($B): 1.269293939 · Participants: 9758The Research Foundation for the State University of New York Retirement PlanRochester Regional Health 403(b) Defined Contribution Plan, Total assets ($B): 0.987006461 · Participants: 15432Rochester Regional Health 403(b) Defined Contribution Plan
Pepsico Puerto Rico Savings and Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants

Pepsico Puerto Rico Savings and Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is K.a.R. Properties, Inc. Profit Sharing Plan in CA ($9M); by covered participants it is California Horse Racing Board Defined Contribution Retirement Plan for California Licensed Jockeys in CA (479 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (479 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Pepsico Puerto Rico Savings and Retirement Plan assets move in 2024?
Pepsico Puerto Rico Savings and Retirement Plan surged - up 34.8% during 2024, from $7M to $9M. Reported net income was $2M.
How have Pepsico, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Pepsico, Inc.'s sponsor-wide assets grew 9.9%, from $23.6B to $26.0B.
Which Profit Sharing plans are similar in size to Pepsico Puerto Rico Savings and Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is K.a.R. Properties, Inc. Profit Sharing Plan in CA ($9M, 8 participants).
Which Profit Sharing plans cover a similar participant headcount to Pepsico Puerto Rico Savings and Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is California Horse Racing Board Defined Contribution Retirement Plan for California Licensed Jockeys in CA (479 participants, $16M in assets).