Defined Benefit (Pension) · DOL Form 5500 · 2024
Pepsico, Inc. Pension Plan
Data updated 2026-07-24
- $4.2B
- Total assets
- 79,073
- Participants
- 100th
- Percentile by assets
- $53,092
- Avg per participant
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.
- 100th percentile by assets (of 116,472 plans)
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 ~795 per filing). Assets: $4.2B.
- $4.2B
- total plan assets (2024 EOY)
- 79,073
- covered participants
- 100th
- percentile by assets (of 116,472 plans)
- $53,092
- avg assets per participant
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.
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.
Participants vs New York filers
In New York, the average filing covers about 795 participants across 8,491 plans. Pepsico, Inc. Employees Retirement Plan H reports 79,073 participants - 99x that state average ($4.2B EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $4.3B |
|---|---|
| Net Assets (End of Year) | $4.2B |
| Net Income | -$86M |
| Employer EIN | 131584302 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pepsico, Inc.)
| 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
- IBM Personal Pension Plan $17.9B · 48,014
- 1199seiu Health Care Employees Pension Fund $16.9B · 111,833
- Consolidated Edison Retirement Plan $15.6B · 10,608
- Pfizer Consolidated Pension Plan $10.0B · 8,876
- GE Energy Pension Plan $8.9B · 5,829
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Pepsico, Inc. Employees Retirement Plan H by total assets, not by location.
- Disney Salaried Pension Plan a (CA) $4.2B · 4,209
- Allstate Retirement Plan (TX) $4.2B · 33,495
- Abbott - Abbvie Multiple Employer Pension Plan (IL) $4.2B · 168
- The Travelers Pension Plan (MN) $4.2B · 27,237
Frequently Asked Questions
How did Pepsico, Inc. Employees Retirement Plan H assets move in 2024? ▼
How have Pepsico, Inc. plan assets changed over time? ▼
Where does Pepsico, Inc. Employees Retirement Plan H rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Pepsico, Inc. Employees Retirement Plan H? ▼
Next read for Pepsico, Inc. Employees Retirement Plan …
Filing takeaways
Ways to act on Pepsico, Inc. Employees Retirement Plan H's numbers.
- By total assets, Pepsico, Inc. Employees Retirement Plan H ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
- Pepsico, Inc.'s sponsor-wide assets have grown 9.9% since 2022 across 3 plan years on file. More Manufacturing plans
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.