401(k) · DOL Form 5500 · 2024
Ozarks Coca-Cola/Dr Pepper Bottling Company 401(k) Plan
Data updated 2026-08-25
- $44M
- Total assets Below avg plan size
- 571
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $77,287
- Avg per participant Below avg balance/head
Official DOL plan name: Ozarks Coca-Cola/Dr Pepper Bottling Company 401(k) Profit Sharing Plan · Sponsored by Ozarks Coca-Cola/Dr Pepper Bottling Company · Missouri · Manufacturing
$44M in assets, 571 participants
Ozarks Coca-Cola/Dr Pepper Bottling Company's Ozarks Coca-Cola/Dr Pepper Bottling Company 401(k) Profit Sharing Plan reported $44M in total assets and 571 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- #13,445 in Manufacturing (17,777 peers)
Where Ozarks Coca-Cola/Dr Pepper Bottling Company 401(k) Profit Sharing Plan sits by assets
Ozarks Coca-Cola/Dr Pepper Bottling Company 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $44M for 571 participants (~$77,287/participant), up 18.6% in 2024.
- #13,445
- in Manufacturing (17,777 peers)
- +18.6%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Ozarks Coca-Cola/Dr Pepper Bottling Company 401(k) Profit Sharing Plan's outsized position by total assets
Ozarks Coca-Cola/Dr Pepper Bottling Company 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$44,131,076 Top 17% higher than 83% 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
Ozarks Coca-Cola/Dr Pepper Bottling Company 401(k) Profit Sharing 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. Ozarks Coca-Cola/Dr Pepper Bottling Company 401(k) Profit Sharing Plan sits mid-pack in the medium band (571 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ozarks Coca-Cola/Dr Pepper Bottling Company 401(k) Profit Sharing Plan reported participants fell from 731 in the plan year 2023 filing to 571 in the plan year 2024 filing.
- Ozarks Coca-Cola/Dr Pepper Bottling Company 401(k) Profit Sharing Plan end-of-year assets rose from $37M in the plan year 2023 filing to $44M in the plan year 2024 filing.
- Ozarks Coca-Cola/Dr Pepper Bottling Company 401(k) Profit Sharing Plan reported net income fell from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 440443840 · Ozarks Coca-Cola/Dr Pepper Bottling Company PY 2024 · 401(k)
Ozarks Coca-Cola/Dr Pepper Bottling Company 401(k) Profit Sharing Plan · $44M · 571 · 83rd
- TYPE $44M
- TYPE 571
- TYPE 83rd
- TYPE 401(k)
- TYPE near Levi Strauss & Co. Employee Long-Term Investment Savings Plan
- TYPE ind #13445
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 Missouri →
Ozarks Coca-Cola/Dr Pepper Bottling Company 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $44M |
| Net Income | $7M |
| Employer EIN | 440443840 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ozarks Coca-Cola/Dr Pepper Bottling Company)
Sponsor-wide plan assets over time
All Ozarks Coca-Cola/Dr Pepper Bottling Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $52M 45.68765064179373% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 659 | $36M |
| 2023 | 2 | 923 | $44M |
| 2024 | 2 | 759 | $52M |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $12.4B · 47,254
- Bayer Corporation Savings and Retirement Plan $10.8B · 19,357
- Emerson Savings Plan $7.4B · 8,315
- Enterprise Holdings Retirement Savings Plan $6.5B · 72,024
- Centene Management Corporation Retirement Plan $4.7B · 53,760
Ozarks Coca-Cola/Dr Pepper Bottling Company 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Levi Strauss & Co. Employee Long-Term Investment Savings Plan in CA ($44M); by covered participants it is Planview, Inc. 401(k) Retirement Plan in TX (571 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($44M here).
- Levi Strauss & Co. Employee Long-Term Investment Savings Plan (CA) $44M · 1,010
- Indicor Retirement Savings Plan 104 (NC) $44M · 253
- Fors Marsh 401(k) Plan (VA) $44M · 443
- Corval Group Companies Retirement Plan (MN) $44M · 221
Similar participant headcount
Nearest other-state filings by covered participants (571 participants); asset peers above are excluded.
- Planview, Inc. 401(k) Retirement Plan (TX) 571 · 0 off
- Gtt Americas 401(k) Plan (VA) 571 · 0 off
- Anthony Wade, Inc. Dba Stephen Wade Auto Center 401(k) Plan (UT) 571 · 0 off
- Sirius Technical Services, Inc. 401(k) Plan (AL) 571 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.