Defined Benefit (Pension) · DOL Form 5500 · 2024

Pepsico, Inc. Pension Plan

Data updated 2026-08-25

$4.2B
Total assets Very large vs avg
79,073
Participants Very large workforce
100th
Percentile by assets National rank
$53,092
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pepsico, Inc. Employees Retirement Plan H · Sponsored by Pepsico, Inc. · New York · Manufacturing

$4.2B in assets, 79,073 participants

Pepsico, Inc.'s Pepsico, Inc. Employees Retirement Plan H reported $4.2B in total assets and 79,073 participants in its 2024 DOL Form 5500 filing, ranking in the 100th 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.

  • #17,649 in Manufacturing (17,777 peers)

Coverage in New York

Pepsico, Inc. Employees Retirement Plan H covers 79,073 participants in New York, 99x the typical New York plan (state average ~798 per filing). Assets: $4.2B.

#17,649
in Manufacturing (17,777 peers)
-1.6%
assets change YoY
42×
vs typical plan assets (national mean)

The plan reported a net loss of $86M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pepsico, Inc. Employees Retirement Plan H's outsized position by total assets

Pepsico, Inc. Employees Retirement Plan H vs every filed plan by assets

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

$4,198,141,000 Highest reported value at or above every one 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, Inc. Employees Retirement Plan H's mega-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pepsico, Inc. Employees Retirement Plan H is a mega filing (79,073 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pepsico, Inc. Employees Retirement Plan H reported net income fell from $347M in the plan year 2023 filing to -$86M in the plan year 2024 filing.
  • Pepsico, Inc. Employees Retirement Plan H reported participants rose from 73,934 in the plan year 2023 filing to 79,073 in the plan year 2024 filing.
  • Pepsico, Inc. Employees Retirement Plan H end-of-year assets fell from $4.3B in the plan year 2023 filing to $4.2B in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 131584302 · Pepsico, Inc. PY 2024 · Defined Benefit (Pension)

Pepsico, Inc. Employees Retirement Plan H · $4.2B · 79,073 · 100th

  • PHOTO $4.2B
  • IND 79,073
  • EOY 100th
  • 5500 Defined Benefit (Pension)
  • ASSETS near Disney Salaried Pension Plan a
  • PCT ind #17649

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, Inc. Employees Retirement Plan H in the asset neighbourhood

The Travelers Pension Plan$4.2BAbbott - Abbvie Multiple Employer Pension PlanAbbott - Abbvie Multiple Emp…$4.2BDisney Salaried Pension Plan aDisney Salaried Pension Plan…$4.2BAllstate Retirement Plan$4.2BPepsico, Inc. Employees Retirement Plan HPepsico, Inc. Employees Reti…$4.2B
End-of-year total assets ($B) among Pepsico, Inc. Employees Retirement Plan H and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$4.3B
Net Assets (End of Year)$4.2B
Net Income-$86M
Employer EIN131584302
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pepsico, Inc.)

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

Nearby Defined Benefit (Pension) Plans in New York

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

Pepsico, Inc. Employees Retirement Plan H vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. 050000100000150000 05101520 Total assets ($B) Participants Pepsico, Inc. Employees Retirement Plan H, Total assets ($B): 4.198141 · Participants: 79073Pepsico, Inc. Employees Retirement Plan HIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Pepsico, Inc. Employees Retirement Plan H vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Pepsico, Inc. Employees Retirement Plan H side-by-side with 3 peers →

Scale composition for Pepsico, Inc. Employees Retirement Plan H

Pepsico, Inc. Employees Retirement Plan H reports $4.2B in end-of-year assets across 79,073 participants (0.034% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.084% of 93,925,755 covered participants) - about $53,092 per participant (38% of the national average assets-per-participant) . Net income for plan year 2024 was -$86M.

This plan identity (EIN 131584302, plan #121) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.9B to $4.2B (+7.1%) while covered participants moved from 73,040 to 79,073 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 73,040 $3.9B Open filing
2023 73,934 $4.3B Open filing
2024 · index core 79,073 $4.2B This page

The same sponsor also keeps 2 other index-core plans on PlainRetire:

Pepsico, Inc. Employees Retirement Plan H's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Disney Salaried Pension Plan a in CA ($4.2B); by covered participants it is Sound Variable Annuity Pension Trust in WA (81,755 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4.2B here).

Similar participant headcount

Nearest other-state filings by covered participants (79,073 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, Inc. Employees Retirement Plan H assets move in 2024? ▼
Pepsico, Inc. Employees Retirement Plan H edged down modestly - down 1.6% during 2024, from $4.3B to $4.2B. Reported net income was -$86M.
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.
Where does Pepsico, Inc. Employees Retirement Plan H rank by assets among Form 5500 filers? ▼
Pepsico, Inc. Employees Retirement Plan H ranks in the 100th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Pepsico, Inc. Employees Retirement Plan H? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Disney Salaried Pension Plan a in CA ($4.2B, 4,209 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pepsico, Inc. Employees Retirement Plan H? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Sound Variable Annuity Pension Trust in WA (81,755 participants, $140M in assets).

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 131584302.

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.