Defined Benefit (Pension) · DOL Form 5500 · 2024
Trustees of Soft Drink Industry Pension Fund Pension Plan
Data updated 2026-08-25
- $107M
- Total assets Near avg plan size
- N/A
- Participants Small participant base
- 91st
- Percentile by assets National rank
Official DOL plan name: Soft Drink Industry Pension Fund · Sponsored by Trustees of Soft Drink Industry Pension Fund · Illinois · Wholesale Trade
$107M in assets, N/A participants
Trustees of Soft Drink Industry Pension Fund's Soft Drink Industry Pension Fund reported $107M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #5,635 in Wholesale Trade (6,080 peers)
Where Soft Drink Industry Pension Fund sits by assets
Soft Drink Industry Pension Fund sits in the top 10% of all filed plans by assets, $107M for N/A participants, up 3.1% in 2024.
- #5,635
- in Wholesale Trade (6,080 peers)
- +3.1%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Soft Drink Industry Pension Fund's outsized position by total assets
Soft Drink Industry Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$107,299,002 Top 9% higher than 91% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Filed plans by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Soft Drink Industry Pension Fund reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Soft Drink Industry Pension Fund end-of-year assets rose from $104M in the plan year 2023 filing to $107M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 366051352 · Trustees of Soft Drink Industry Pension Fund PY 2024 · Defined Benefit (Pension)
Soft Drink Industry Pension Fund · $107M · N/A · 91st
- ASSETS $107M
- ASSETS N/A
- ASSETS 91st
- ASSETS Defined Benefit (Pension)
- ASSETS near Placid Refining Company Pension Plan
- ASSETS ind #5635
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 Wholesale Trade retirement plans → · Plans in Illinois →
Soft Drink Industry Pension Fund in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $104M |
|---|---|
| Net Assets (End of Year) | $107M |
| Net Income | $3M |
| Employer EIN | 366051352 |
| Plan Effective Date | 1961-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Soft Drink Industry Pension Fund)
Sponsor-wide plan assets over time
All Trustees of Soft Drink Industry Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $107M 4.7369201282386175% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $102M |
| 2023 | 1 | N/A | $104M |
| 2024 | 1 | N/A | $107M |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central States, Southeast & Southwest Areas Pension Plan $48.2B · 36,799
- State Farm Insurance Companies Retirement Plan for United States Employees $37.7B · 41,619
- GE Healthcare Pension Plan $13.7B · 5,554
- Abbott Laboratories Annuity Retirement Plan $8.6B · 17,875
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.2B · 20,984
Soft Drink Industry Pension Fund's closest out-of-state Defined Benefit (Pension) peers by assets
Outside Illinois, the nearest Defined Benefit (Pension) by end-of-year assets is Placid Refining Company Pension Plan in LA at $107M (this filing: $107M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($107M here).
- Placid Refining Company Pension Plan (LA) $107M · 202
- Cash Balance Retirement Plan of Brown Brothers Harriman & Co. (NY) $108M · 141
- Nfl Game Officials' Pension Plan (NY) $107M · 42
- Teamsters Local 408 Pension Plan (NJ) $108M · 183
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.