401(k) · DOL Form 5500 · 2024

Ozarks Coca-Cola/Dr Pepper Bottling Company Union 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
188
Participants Below avg headcount
51st
Percentile by assets National rank
$43,099
Avg per participant Low balance/head
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Official DOL plan name: Ozarks Coca-Cola Dr Pepper Bottling Company Union 401(k) Plan · Sponsored by Ozarks Coca-Cola/Dr Pepper Bottling Company Union · Missouri · Manufacturing

$8M in assets, 188 participants

Ozarks Coca-Cola/Dr Pepper Bottling Company Union's Ozarks Coca-Cola Dr Pepper Bottling Company Union 401(k) Plan reported $8M in total assets and 188 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

  • #6,372 in Manufacturing (17,777 peers)

Coverage in Missouri

Ozarks Coca-Cola Dr Pepper Bottling Company Union 401(k) Plan covers 188 participants in Missouri, about 26% of the average Missouri filer (state average ~737 per filing). Assets: $8M.

#6,372
in Manufacturing (17,777 peers)
+19.2%
assets growth YoY

Ozarks Coca-Cola Dr Pepper Bottling Company Union 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Ozarks Coca-Cola Dr Pepper Bottling Company Union 401(k) Plan vs every filed plan by assets

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

$8,102,702 Top 49% higher than 51% 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

Ozarks Coca-Cola Dr Pepper Bottling Company Union 401(k) 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 Union 401(k) Plan sits mid-pack in the medium band (188 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ozarks Coca-Cola Dr Pepper Bottling Company Union 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Ozarks Coca-Cola Dr Pepper Bottling Company Union 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Ozarks Coca-Cola Dr Pepper Bottling Company Union 401(k) Plan reported participants fell from 192 in the plan year 2023 filing to 188 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 440443840 · Ozarks Coca-Cola/Dr Pepper Bottling Company Union PY 2024 · 401(k)

Ozarks Coca-Cola Dr Pepper Bottling Company Union 401(k) Plan · $8M · 188 · 51st

  • SCH $8M
  • SCH 188
  • SCH 51st
  • SCH 401(k)
  • SCH near Coranet Corp. 401(k) Savings Plan
  • SCH ind #6372

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 Union 401(k) Plan in the asset neighbourhood

Ozarks Coca-Cola Dr Pepper Bottling Company Union 401(k) PlanOzarks Coca-Cola Dr Pepper B…$8MCoranet Corp. 401(k) Savings PlanCoranet Corp. 401(k) Savings…$8MCabrillo Credit Union 401(k) Profit Sharing PlanCabrillo Credit Union 401(k)…$8MCl Enterprises 401(k) Plan$8MLang Diesel, Inc. Employees Savings TrustLang Diesel, Inc. Employees …$8M
End-of-year total assets ($M) among Ozarks Coca-Cola Dr Pepper Bottling Company Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Missouri filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN440443840
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ozarks Coca-Cola/Dr Pepper Bottling Company Union)

Sponsor-wide plan assets over time

All Ozarks Coca-Cola/Dr Pepper Bottling Company Union plans reported in each filing year

Latest sponsor-wide plan assets
$52M 45.68765064179373% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $35.9M $52.2M ▲ +45.7%
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.

Ozarks Coca-Cola Dr Pepper Bottling Company Union 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Ozarks Coca-Cola Dr Pepper Bottling Company Union 401(k) Plan, Total assets ($B): 0.008102702 · Participants: 188Ozarks Coca-Cola Dr Pepper Bottling Company Union 401(k) PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 12.368282167 · Participants: 47254Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.811159993 · Participants: 19357Bayer Corporation Savings and Retirement PlanEmerson Savings Plan, Total assets ($B): 7.357409447 · Participants: 8315Emerson Savings PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 6.521110634 · Participants: 72024Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.716699086 · Participants: 53760Centene Management Corporation Retirement Plan
Ozarks Coca-Cola Dr Pepper Bottling Company Union 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Ozarks Coca-Cola Dr Pepper Bottling Company Union 401(k) Plan side-by-side with 3 peers →

Ozarks Coca-Cola Dr Pepper Bottling Company Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Coranet Corp. 401(k) Savings Plan in NJ ($8M); by covered participants it is Trinity Rehab, LLC 401(k) Plan in NC (188 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (188 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 Ozarks Coca-Cola Dr Pepper Bottling Company Union 401(k) Plan assets move in 2024? ▼
Ozarks Coca-Cola Dr Pepper Bottling Company Union 401(k) Plan grew sharply - up 19.2% during 2024, from $7M to $8M. Reported net income was $1M.
How have Ozarks Coca-Cola/Dr Pepper Bottling Company Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ozarks Coca-Cola/Dr Pepper Bottling Company Union's sponsor-wide assets grew 45.7%, from $36M to $52M.
Which 401(k) plans are similar in size to Ozarks Coca-Cola Dr Pepper Bottling Company Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Coranet Corp. 401(k) Savings Plan in NJ ($8M, 45 participants).
Which 401(k) plans cover a similar participant headcount to Ozarks Coca-Cola Dr Pepper Bottling Company Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trinity Rehab, LLC 401(k) Plan in NC (188 participants, $7M 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 440443840.

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.