401(k) · DOL Form 5500 · 2024

Coca-Cola Bottling Company United, Inc. 401(k) Plan

Data updated 2026-08-25

$610M
Total assets Above avg plan size
9,189
Participants Very large workforce
98th
Percentile by assets National rank
$66,337
Avg per participant Below avg balance/head
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Official DOL plan name: Coca-Cola Bottling Company United, Inc. 401(k) Plan · Sponsored by Coca-Cola Bottling Company United, Inc. · Alabama · Manufacturing

$610M in assets, 9,189 participants

Coca-Cola Bottling Company United, Inc.'s Coca-Cola Bottling Company United, Inc. 401(k) Plan reported $610M in total assets and 9,189 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

  • #17,099 in Manufacturing (17,777 peers)

Coverage in Alabama

Coca-Cola Bottling Company United, Inc. 401(k) Plan covers 9,189 participants in Alabama, 26x the typical Alabama plan (state average ~360 per filing). Assets: $610M.

#17,099
in Manufacturing (17,777 peers)
+15.0%
assets growth YoY
6.1×
vs typical plan assets (national mean)

Coca-Cola Bottling Company United, Inc. 401(k) Plan's outsized position by total assets

Coca-Cola Bottling Company United, Inc. 401(k) Plan vs every filed plan by assets

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

$609,568,321 Top 2% higher than 98% 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

Coca-Cola Bottling Company United, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Coca-Cola Bottling Company United, Inc. 401(k) Plan lands in the large band (9,189 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Coca-Cola Bottling Company United, Inc. 401(k) Plan reported net income fell from $94M in the plan year 2023 filing to $80M in the plan year 2024 filing.
  • Coca-Cola Bottling Company United, Inc. 401(k) Plan end-of-year assets rose from $530M in the plan year 2023 filing to $610M in the plan year 2024 filing.
  • Coca-Cola Bottling Company United, Inc. 401(k) Plan reported participants fell from 9,248 in the plan year 2023 filing to 9,189 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 580148710 · Coca-Cola Bottling Company United, Inc. PY 2024 · 401(k)

Coca-Cola Bottling Company United, Inc. 401(k) Plan · $610M · 9,189 · 98th

  • ASSETS $610M
  • ASSETS 9,189
  • ASSETS 98th
  • ASSETS 401(k)
  • ASSETS near Adtalem Global Education Retirement Plan
  • ASSETS ind #17099

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 Alabama →

Coca-Cola Bottling Company United, Inc. 401(k) Plan in the asset neighbourhood

Agc Select 401(k) Pep$611MPanda Retirement Plan$610MAdtalem Global Education Retirement PlanAdtalem Global Education Ret…$610MCoca-Cola Bottling Company United, Inc. 401(k) PlanCoca-Cola Bottling Company U…$610MTopbuild Corp. 401(k) Plan$608M
End-of-year total assets ($M) among Coca-Cola Bottling Company United, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Alabama filing particulars

Total Assets (Beginning of Year)$530M
Net Assets (End of Year)$610M
Net Income$80M
Employer EIN580148710
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Coca-Cola Bottling Company United, Inc.)

Sponsor-wide plan assets over time

All Coca-Cola Bottling Company United, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$824M 27.415112251832397% vs 2022
2024 filing year
$600M$700M$800M$900M 202220232024 $647M $824M ▲ +27.4%
Year Plans Participants Total Assets
2022 2 9,904 $647M
2023 2 10,456 $751M
2024 2 10,329 $824M

Nearby 401(k) Plans in Alabama

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

Coca-Cola Bottling Company United, Inc. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 01234 Total assets ($B) Participants Coca-Cola Bottling Company United, Inc. 401(k) Plan, Total assets ($B): 0.609568321 · Participants: 9189Coca-Cola Bottling Company United, Inc. 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Coca-Cola Bottling Company United, Inc. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Coca-Cola Bottling Company United, Inc. 401(k) Plan side-by-side with 3 peers →

Scale composition for Coca-Cola Bottling Company United, Inc. 401(k) Plan

Coca-Cola Bottling Company United, Inc. 401(k) Plan reports $610M in end-of-year assets across 9,189 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $66,337 per participant (48% of the national average assets-per-participant) . Net income for plan year 2024 was $80M.

This plan identity (EIN 580148710, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $436M to $610M (+39.8%) while covered participants moved from 8,612 to 9,189 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 8,612 $436M Open filing
2023 9,248 $530M Open filing
2024 · index core 9,189 $610M This page

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Coca-Cola Bottling Company United, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Adtalem Global Education Retirement Plan in IL ($610M); by covered participants it is Hendrick Automotive Group 401(k) Plan in NC (9,187 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($610M here).

Similar participant headcount

Nearest other-state filings by covered participants (9,189 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 Coca-Cola Bottling Company United, Inc. 401(k) Plan assets move in 2024? ▼
Coca-Cola Bottling Company United, Inc. 401(k) Plan grew at a solid clip - up 15.0% during 2024, from $530M to $610M. Reported net income was $80M.
How have Coca-Cola Bottling Company United, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coca-Cola Bottling Company United, Inc.'s sponsor-wide assets grew 27.4%, from $647M to $824M.
Where does Coca-Cola Bottling Company United, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Coca-Cola Bottling Company United, Inc. 401(k) Plan ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Coca-Cola Bottling Company United, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Adtalem Global Education Retirement Plan in IL ($610M, 4,473 participants).
Which 401(k) plans cover a similar participant headcount to Coca-Cola Bottling Company United, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hendrick Automotive Group 401(k) Plan in NC (9,187 participants, $757M 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 580148710.

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.