401(k)
2024 plan-year 401(k) DOL Form 5500

Pepsi-Cola Bottling Company of Hickory, N.C., Inc. Profit Sharing and 401(k)

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

Sponsored by Pepsi-Cola Bottling Co. of Hickory, Nc Inc. · North Carolina · Wholesale Trade

What the 2023 filing shows

Pepsi-Cola Bottling Company of Hickory, N.C., Inc. Profit Sharing and 401(k) holds $84M for 344 participants — about $245,201 per participant, up 11.9% over the 2024 plan year.

$84M
total plan assets (2024 EOY)
344
covered participants
$245,201
avg assets per participant
+11.9%
assets growth YoY
Total Assets (2023)
$84M
Participants
344
Industry
Wholesale Trade

What the Filing Says About Pepsi-Cola Bottling Company of Hickory, N.C., Inc. Profit Sharing and 401(k)

Pepsi-Cola Bottling Company of Hickory, N.C., Inc. Profit Sharing and 401(k) is a 401(k) retirement plan sponsored by Pepsi-Cola Bottling Co. of Hickory, Nc Inc., headquartered in North Carolina. As of the 2024 Form 5500 filing, the plan reports $84M in total end-of-year assets and covers 344 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 560585594, and the plan has been effective since 1976-12-07. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $75M at the beginning of 2024 to $84M at year-end — a gain of 11.9%. Net assets (after liabilities) closed the year at $84M, with reported net income of $9M 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 — 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)$75M
Total Assets (End of Year)$84M
Net Assets (End of Year)$84M
Net Income$9M
Plan Type401(k)
Employer EIN560585594
Plan Effective Date1976-12-07
Filing StatusFILING RECEIVED

Sponsor Plan History (Pepsi-Cola Bottling Co. of Hickory, Nc Inc.)

Year Plans Participants Total Assets
2022 1 298 $64M
2023 1 306 $75M
2024 1 344 $84M

Nearby 401(k) Plans in North Carolina

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

Frequently Asked Questions

How much money is in the Pepsi-Cola Bottling Company of Hickory, N.C., Inc. Profit Sharing and 401(k)?
As of the 2024 Form 5500 filing, Pepsi-Cola Bottling Company of Hickory, N.C., Inc. Profit Sharing and 401(k) holds $84M in total assets with 344 participants. It is sponsored by Pepsi-Cola Bottling Co. of Hickory, Nc Inc..
What type of plan is Pepsi-Cola Bottling Company of Hickory, N.C., Inc. Profit Sharing and 401(k)?
Pepsi-Cola Bottling Company of Hickory, N.C., Inc. Profit Sharing and 401(k) is a 401(k) plan. It has been effective since 1976-12-07. The plan is filed with the U.S. Department of Labor under EIN 560585594.
Who sponsors the Pepsi-Cola Bottling Company of Hickory, N.C., Inc. Profit Sharing and 401(k)?
Pepsi-Cola Bottling Company of Hickory, N.C., Inc. Profit Sharing and 401(k) is sponsored by Pepsi-Cola Bottling Co. of Hickory, Nc Inc., located in North Carolina. The sponsor's EIN is 560585594 and the plan operates in the Wholesale Trade industry.
How did Pepsi-Cola Bottling Company of Hickory, N.C., Inc. Profit Sharing and 401(k) perform in 2024?
Pepsi-Cola Bottling Company of Hickory, N.C., Inc. Profit Sharing and 401(k) grew by 11.9% during 2024, moving from $75M to $84M in total assets. Net income was $9M.
Where can I find official filings for Pepsi-Cola Bottling Company of Hickory, N.C., Inc. Profit Sharing and 401(k)?
Official Form 5500 filings for Pepsi-Cola Bottling Company of Hickory, N.C., Inc. Profit Sharing and 401(k) are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 560585594 or plan name at efast.dol.gov.
How does Pepsi-Cola Bottling Company of Hickory, N.C., Inc. Profit Sharing and 401(k) compare to other plans?
You can compare Pepsi-Cola Bottling Company of Hickory, N.C., Inc. Profit Sharing and 401(k) against other 401(k) 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 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 560585594.

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

Reference: IRS Publication 590-B — 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.