Defined Benefit (Pension) · DOL Form 5500 · 2024

Pepsi-Cola Bottling Co. of New York Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
5
Participants Small participant base
33rd
Percentile by assets National rank
$566,977
Avg per participant High balance/head
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Official DOL plan name: Pepsi-Cola Hourly Employees' Retirement Plan · Sponsored by Pepsi-Cola Bottling Co. of New York · New York · Manufacturing

$3M in assets, 5 participants

Pepsi-Cola Bottling Co. of New York's Pepsi-Cola Hourly Employees' Retirement Plan reported $3M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #3,038 in Manufacturing (17,777 peers)

Pepsi-Cola Bottling Co. of New York multi-year trail

Pepsi-Cola Bottling Co. of New York's plans moved +21.7% in assets from 2022 to 2024; this filing shows Pepsi-Cola Hourly Employees' Retirement Plan at $3M / 5 participants.

#3,038
in Manufacturing (17,777 peers)
+15.1%
assets growth YoY

Pepsi-Cola Hourly Employees' Retirement Plan among the smaller filed plans by assets

Pepsi-Cola Hourly Employees' Retirement Plan vs every filed plan by assets

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

$2,834,883 33rd percentile higher than 33% 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

Pepsi-Cola Hourly Employees' Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pepsi-Cola Hourly Employees' Retirement Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pepsi-Cola Hourly Employees' Retirement Plan reported net income rose from -$12K in the plan year 2023 filing to $373K in the plan year 2024 filing.
  • Pepsi-Cola Hourly Employees' Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 112692997 · Pepsi-Cola Bottling Co. of New York PY 2024 · Defined Benefit (Pension)

Pepsi-Cola Hourly Employees' Retirement Plan · $3M · 5 · 33rd

  • TYPE $3M
  • TYPE 5
  • TYPE 33rd
  • TYPE Defined Benefit (Pension)
  • TYPE near Abilene Diagnostic Clinic, PLLC Dbpp & T #1
  • TYPE ind #3038

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 New York →

Pepsi-Cola Hourly Employees' Retirement Plan in the asset neighbourhood

Abilene Diagnostic Clinic, PLLC Dbpp & T #1Abilene Diagnostic Clinic, P…$3MRhombus Services, LLC Cash Balance Pension PlanRhombus Services, LLC Cash B…$3MLuther Strange & Associates LLC Defined Benefit PlanLuther Strange & Associates …$3MPepsi-Cola Hourly Employees' Retirement PlanPepsi-Cola Hourly Employees'…$3MCarlisle Neuro Care Defined Benefit PlanCarlisle Neuro Care Defined …$3M
End-of-year total assets ($M) among Pepsi-Cola Hourly Employees' Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Pepsi-Cola Bottling Co. of New York multi-year asset trail

Sponsor-wide plan assets over time

All Pepsi-Cola Bottling Co. of New York plans reported in each filing year

Latest sponsor-wide plan assets
$18M 21.7342174822141% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $14.8M $18M ▲ +21.7%
Year Plans Participants Total Assets
2022 2 69 $15M
2023 2 68 $18M
2024 2 63 $18M

Pepsi-Cola Bottling Co. of New York filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$373K
Employer EIN112692997
Plan Effective Date1984-07-23
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Pepsi-Cola Hourly Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Pepsi-Cola Hourly Employees' Retirement Plan, Total assets ($B): 0.002834883 · Participants: 5Pepsi-Cola Hourly Employees' Retirement PlanIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Pepsi-Cola Hourly Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Pepsi-Cola Hourly Employees' Retirement Plan side-by-side with 3 peers →

Pepsi-Cola Hourly Employees' Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Abilene Diagnostic Clinic, PLLC Dbpp & T #1 in TX ($3M); by covered participants it is Bob Milligan Insurance Agency,Inc. Defined Benefit Pension Plan in FL (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Pepsi-Cola Hourly Employees' Retirement Plan assets move in 2024? ▼
Pepsi-Cola Hourly Employees' Retirement Plan grew sharply - up 15.1% during 2024, from $2M to $3M. Reported net income was $373K.
How have Pepsi-Cola Bottling Co. of New York plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pepsi-Cola Bottling Co. of New York's sponsor-wide assets grew 21.7%, from $15M to $18M.
Which Defined Benefit (Pension) plans are similar in size to Pepsi-Cola Hourly Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Abilene Diagnostic Clinic, PLLC Dbpp & T #1 in TX ($3M, 4 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pepsi-Cola Hourly Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Bob Milligan Insurance Agency,Inc. Defined Benefit Pension Plan in FL (5 participants, N/A 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 112692997.

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.