401(k) · DOL Form 5500 · 2024
Coca-Cola Bottling Company United, Inc. 401(k) Plan
Data updated 2026-08-11
- $610M
- Total assets
- 9,189
- Participants
- 98th
- Percentile by assets
- $66,337
- Avg per participant
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.
- 98th percentile by assets (of 123,622 plans)
- #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.
- $610M
- total plan assets (2024 EOY)
- 9,189
- covered participants
- 98th
- percentile by assets (of 123,622 plans)
- $66,337
- avg assets per participant
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.
Participants vs Alabama filers
In Alabama, the average filing covers about 360 participants across 1,591 plans. Coca-Cola Bottling Company United, Inc. 401(k) Plan reports 9,189 participants - 26x that state average ($610M EOY assets).
Alabama filing particulars
| Total Assets (Beginning of Year) | $530M |
|---|---|
| Net Assets (End of Year) | $610M |
| Net Income | $80M |
| Employer EIN | 580148710 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Coca-Cola Bottling Company United, Inc.)
| 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
- Regions Financial Corporation 401(k) Plan $3.2B · 20,783
- Encompass Health Corporation 401(k) Retirement Plan $1.7B · 29,454
- Hexagon Employee Retirement Savings Plan $1.7B · 4,638
- Vulcan 401(k) Plan $1.5B · 8,628
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.2B · 6,167
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. Retirement Plan (Defined Benefit (Pension), $214M, 1,140 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Coca-Cola Bottling Company United, Inc. 401(k) Plan by total assets, not by location.
- Adtalem Global Education Retirement Plan (IL) $610M · 4,473
- Panda Retirement Plan (CA) $610M · 47,481
- Agc Select 401(k) Pep (NJ) $611M · 12,885
- Topbuild Corp. 401(k) Plan (FL) $608M · 12,888
Frequently Asked Questions
How did Coca-Cola Bottling Company United, Inc. 401(k) Plan assets move in 2024? ▼
How have Coca-Cola Bottling Company United, Inc. plan assets changed over time? ▼
Where does Coca-Cola Bottling Company United, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Coca-Cola Bottling Company United, Inc. 401(k) Plan? ▼
Next read for Coca-Cola Bottling Company United, Inc. …
Filing takeaways
Ways to act on Coca-Cola Bottling Company United, Inc. 401(k) Plan's numbers.
- By total assets, Coca-Cola Bottling Company United, Inc. 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Alabama. Compare plans
- Coca-Cola Bottling Company United, Inc.'s sponsor-wide assets have grown 27.4% since 2022 across 3 plan years on file. More Manufacturing plans