401(k) · DOL Form 5500 · 2024

G & J Pepsi-Cola Bottlers, Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
452
Participants Below avg headcount
72nd
Percentile by assets National rank
$49,648
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: G & J Pepsi-Cola Bottlers, Inc. Employees 401(k) Union Negotiated Plan · Sponsored by G & J Pepsi-Cola Bottlers, Inc. · Ohio · Manufacturing

$22M in assets, 452 participants

G & J Pepsi-Cola Bottlers, Inc.'s G & J Pepsi-Cola Bottlers, Inc. Employees 401(k) Union Negotiated Plan reported $22M in total assets and 452 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #11,106 in Manufacturing (17,777 peers)

G & J Pepsi-Cola Bottlers, Inc. multi-year trail

G & J Pepsi-Cola Bottlers, Inc.'s plans moved +25.8% in assets from 2022 to 2024; this filing shows G & J Pepsi-Cola Bottlers, Inc. Employees 401(k) Union Negotiated Plan at $22M / 452 participants.

#11,106
in Manufacturing (17,777 peers)
+4.0%
assets growth YoY

G & J Pepsi-Cola Bottlers, Inc. Employees 401(k) Union Negotiated Plan's outsized position by total assets

G & J Pepsi-Cola Bottlers, Inc. Employees 401(k) Union Negotiated Plan vs every filed plan by assets

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

$22,440,792 Top 28% higher than 72% 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

G & J Pepsi-Cola Bottlers, Inc. Employees 401(k) Union Negotiated 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. G & J Pepsi-Cola Bottlers, Inc. Employees 401(k) Union Negotiated Plan sits mid-pack in the medium band (452 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • G & J Pepsi-Cola Bottlers, Inc. Employees 401(k) Union Negotiated Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • G & J Pepsi-Cola Bottlers, Inc. Employees 401(k) Union Negotiated Plan reported participants rose from 417 in the plan year 2023 filing to 452 in the plan year 2024 filing.
  • G & J Pepsi-Cola Bottlers, Inc. Employees 401(k) Union Negotiated Plan end-of-year assets rose from $22M in the plan year 2023 filing to $22M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 341031008 · G & J Pepsi-Cola Bottlers, Inc. PY 2024 · 401(k)

G & J Pepsi-Cola Bottlers, Inc. Employees 401(k) Union Negotiated Plan · $22M · 452 · 72nd

  • 5500 $22M
  • 5500 452
  • 5500 72nd
  • 5500 401(k)
  • 5500 near Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan
  • 5500 ind #11106

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 Ohio →

G & J Pepsi-Cola Bottlers, Inc. Employees 401(k) Union Negotiated Plan in the asset neighbourhood

G & J Pepsi-Cola Bottlers, Inc. Employees 401(k) Union Negotiated PlanG & J Pepsi-Cola Bottlers, I…$22MTrefz Corporation & Its Affiliates Profit Sharing 401(k) PlanTrefz Corporation & Its Affi…$22MR.J. Zavoral & Sons, Inc. Retirement PlanR.J. Zavoral & Sons, Inc. Re…$22MVerve Retirement Plan$22MHarvey 401(k) Plan$22M
End-of-year total assets ($M) among G & J Pepsi-Cola Bottlers, Inc. Employees 401(k) Union Negotiated Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

G & J Pepsi-Cola Bottlers, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All G & J Pepsi-Cola Bottlers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$227M 25.77557630094414% vs 2022
2024 filing year
$160M$180M$200M$220M$240M 202220232024 $181M $227M ▲ +25.8%
Year Plans Participants Total Assets
2022 3 2,757 $181M
2023 3 2,849 $206M
2024 3 3,155 $227M

G & J Pepsi-Cola Bottlers, Inc. filing trail (2024)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$22M
Net Income$1M
Employer EIN341031008
Plan Effective Date1992-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

G & J Pepsi-Cola Bottlers, Inc. Employees 401(k) Union Negotiated Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants G & J Pepsi-Cola Bottlers, Inc. Employees 401(k) Union Negotiated Plan, Total assets ($B): 0.022440792 · Participants: 452G & J Pepsi-Cola Bottlers, Inc. Employees 401(k) Union Negotiated PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
G & J Pepsi-Cola Bottlers, Inc. Employees 401(k) Union Negotiated Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

G & J Pepsi-Cola Bottlers, Inc. Employees 401(k) Union Negotiated Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan in CT ($22M); by covered participants it is Ehpv 401(k) Plan in NE (452 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (452 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 G & J Pepsi-Cola Bottlers, Inc. Employees 401(k) Union Negotiated Plan assets move in 2024?
G & J Pepsi-Cola Bottlers, Inc. Employees 401(k) Union Negotiated Plan edged up modestly - up 4.0% during 2024, from $22M to $22M. Reported net income was $1M.
How have G & J Pepsi-Cola Bottlers, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), G & J Pepsi-Cola Bottlers, Inc.'s sponsor-wide assets grew 25.8%, from $181M to $227M.
Which 401(k) plans are similar in size to G & J Pepsi-Cola Bottlers, Inc. Employees 401(k) Union Negotiated Plan?
Among 401(k) plans in other states, the closest by assets is Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan in CT ($22M, 949 participants).
Which 401(k) plans cover a similar participant headcount to G & J Pepsi-Cola Bottlers, Inc. Employees 401(k) Union Negotiated Plan?
Among 401(k) plans in other states, the closest by covered participants is Ehpv 401(k) Plan in NE (452 participants, $5M in assets).