Defined Benefit (Pension) · DOL Form 5500 · 2024
Coca-Cola Bottling Company United, Inc Pension Plan
Data updated 2026-08-25
- $214M
- Total assets Near avg plan size
- 1,140
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $188,020
- Avg per participant Above avg balance/head
Official DOL plan name: Coca-Cola Bottling Company United, Inc. Retirement Plan · Sponsored by Coca-Cola Bottling Company United, Inc · Alabama · Manufacturing
$214M in assets, 1,140 participants
Coca-Cola Bottling Company United, Inc's Coca-Cola Bottling Company United, Inc. Retirement Plan reported $214M in total assets and 1,140 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #16,283 in Manufacturing (17,777 peers)
Coverage in Alabama
Coca-Cola Bottling Company United, Inc. Retirement Plan covers 1,140 participants in Alabama, 3.2x the typical Alabama plan (state average ~360 per filing). Assets: $214M.
- #16,283
- in Manufacturing (17,777 peers)
- -2.8%
- assets change YoY
- 2.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Coca-Cola Bottling Company United, Inc. Retirement Plan's outsized position by total assets
Coca-Cola Bottling Company United, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$214,342,292 Top 5% higher than 95% 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
Coca-Cola Bottling Company United, Inc. Retirement 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. Retirement Plan lands in the large band (1,140 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Coca-Cola Bottling Company United, Inc. Retirement Plan reported net income fell from $10M in the plan year 2023 filing to -$6M in the plan year 2024 filing.
- Coca-Cola Bottling Company United, Inc. Retirement Plan reported participants fell from 1,208 in the plan year 2023 filing to 1,140 in the plan year 2024 filing.
- Coca-Cola Bottling Company United, Inc. Retirement Plan end-of-year assets fell from $220M in the plan year 2023 filing to $214M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 580148710 · Coca-Cola Bottling Company United, Inc PY 2024 · Defined Benefit (Pension)
Coca-Cola Bottling Company United, Inc. Retirement Plan · $214M · 1,140 · 95th
- EOY $214M
- EOY 1,140
- EOY 95th
- EOY Defined Benefit (Pension)
- EOY near Engineers Agc Pension Plan of the Inland Empire
- EOY ind #16283
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. Retirement Plan in the asset neighbourhood
Alabama filing particulars
| Total Assets (Beginning of Year) | $220M |
|---|---|
| Net Assets (End of Year) | $214M |
| Net Income | -$6M |
| Employer EIN | 580148710 |
| Plan Effective Date | 1948-11-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 9,904 | $647M |
| 2023 | 2 | 10,456 | $751M |
| 2024 | 2 | 10,329 | $824M |
Nearby Defined Benefit (Pension) Plans in Alabama
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation Retirement Plan $1.2B · 282
- Blue Cross and Blue Shield of Alabama Retirement Plan $712M · 1,955
- Regions Financial Corporation Retirement Plan for Associates $708M · 2,240
- Retail, Wholesale & Department Store International Union and Industry Pension Fund $619M · 1,556
- Vulcan Materials Company Pension Plan $471M · 740
Coca-Cola Bottling Company United, Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Alabama, the nearest Defined Benefit (Pension) by assets is Engineers Agc Pension Plan of the Inland Empire in WA ($215M); by covered participants it is Sanofi US Group Pension Plan in NJ (1,139 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($214M here).
- Engineers Agc Pension Plan of the Inland Empire (WA) $215M · 1,033
- Carrier Represented Employee Pension Plan (FL) $215M · 1,307
- Firmenich Pension Plan (NJ) $215M · 321
- Pension Plan for Employees of Givaudan (NJ) $215M · 414
Similar participant headcount
Nearest other-state filings by covered participants (1,140 participants); asset peers above are excluded.
- Sanofi US Group Pension Plan (NJ) 1,139 · 1 off
- San Jose Market Pension Plan (TN) 1,138 · 2 off
- The New York Times Companies Pension Plan (NY) 1,137 · 3 off
- Ricoh Family Group Pension Equity Plan (PA) 1,137 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.