Defined Benefit (Pension) · DOL Form 5500 · 2024
Coca-Cola Bottling Company United, Inc Pension Plan
Data updated 2026-08-11
- $214M
- Total assets
- 1,140
- Participants
- 95th
- Percentile by assets
- $188,020
- Avg per participant
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.
- 95th percentile by assets (of 123,622 plans)
- #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.
- $214M
- total plan assets (2024 EOY)
- 1,140
- covered participants
- 95th
- percentile by assets (of 123,622 plans)
- $188,020
- avg assets per participant
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.
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.
Participants vs Alabama filers
In Alabama, the average filing covers about 360 participants across 1,591 plans. Coca-Cola Bottling Company United, Inc. Retirement Plan reports 1,140 participants - 3.2x that state average ($214M EOY assets).
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)
| 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.
Coca-Cola Bottling Company United, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Coca-Cola Bottling Company United, Inc. Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Coca-Cola Bottling Company United, Inc. Retirement 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. Retirement Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Coca-Cola Bottling Company United, Inc. Retirement Plan? ▼
Next read for Coca-Cola Bottling Company United, Inc. …
Filing takeaways
Ways to act on Coca-Cola Bottling Company United, Inc. Retirement Plan's numbers.
- By total assets, Coca-Cola Bottling Company United, Inc. Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) 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