Defined Benefit (Pension)
2024 plan-year Defined Benefit (Pension) DOL Form 5500

Pension Plan for Legacy and Lowell Employees of Coca-Cola Beverages Northeast, Inc.

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Coca-Cola Beverages Northeast, Inc. ยท New Hampshire ยท Manufacturing

What the 2023 filing shows

Pension Plan for Legacy and Lowell Employees of Coca-Cola Beverages Northeast, Inc. holds $67M for 334 participants - about $199,762 per participant.

$67M
total plan assets (2024 EOY)
334
covered participants
$199,762
avg assets per participant
$-2,222,015
reported net income

The plan reported a net loss of $2M for the year โ€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$67M
Participants
334
Industry
Manufacturing

What the Filing Says About Pension Plan for Legacy and Lowell Employees of Coca-Cola Beverages Northeast, Inc.

Pension Plan for Legacy and Lowell Employees of Coca-Cola Beverages Northeast, Inc. is a Defined Benefit (Pension) retirement plan sponsored by Coca-Cola Beverages Northeast, Inc., headquartered in New Hampshire. As of the 2024 Form 5500 filing, the plan reports $67M in total end-of-year assets and covers 334 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 042614952, and the plan has been effective since 2024-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2024 to $67M at year-end. Net assets (after liabilities) closed the year at $67M, with reported net income of $-2,222,015 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)$67M
Net Assets (End of Year)$67M
Net Income$-2,222,015
Plan TypeDefined Benefit (Pension)
Employer EIN042614952
Plan Effective Date2024-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Coca-Cola Beverages Northeast, Inc.)

Year Plans Participants Total Assets
2022 2 3,758 $398M
2023 2 3,801 $463M
2024 3 3,914 $498M

Nearby Defined Benefit (Pension) Plans in New Hampshire

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

Frequently Asked Questions

How much money is in the Pension Plan for Legacy and Lowell Employees of Coca-Cola Beverages Northeast, Inc.?
As of the 2024 Form 5500 filing, Pension Plan for Legacy and Lowell Employees of Coca-Cola Beverages Northeast, Inc. holds $67M in total assets with 334 participants. It is sponsored by Coca-Cola Beverages Northeast, Inc..
What type of plan is Pension Plan for Legacy and Lowell Employees of Coca-Cola Beverages Northeast, Inc.?
Pension Plan for Legacy and Lowell Employees of Coca-Cola Beverages Northeast, Inc. is a Defined Benefit (Pension) plan. It has been effective since 2024-01-01. The plan is filed with the U.S. Department of Labor under EIN 042614952.
Who sponsors the Pension Plan for Legacy and Lowell Employees of Coca-Cola Beverages Northeast, Inc.?
Pension Plan for Legacy and Lowell Employees of Coca-Cola Beverages Northeast, Inc. is sponsored by Coca-Cola Beverages Northeast, Inc., located in New Hampshire. The sponsor's EIN is 042614952 and the plan operates in the Manufacturing industry.
How did Pension Plan for Legacy and Lowell Employees of Coca-Cola Beverages Northeast, Inc. perform in 2024?
Pension Plan for Legacy and Lowell Employees of Coca-Cola Beverages Northeast, Inc. held $67M in total assets at the end of 2024. Net income was $-2,222,015.
Where can I find official filings for Pension Plan for Legacy and Lowell Employees of Coca-Cola Beverages Northeast, Inc.?
Official Form 5500 filings for Pension Plan for Legacy and Lowell Employees of Coca-Cola Beverages Northeast, Inc. are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 042614952 or plan name at efast.dol.gov.
How does Pension Plan for Legacy and Lowell Employees of Coca-Cola Beverages Northeast, Inc. compare to other plans?
You can compare Pension Plan for Legacy and Lowell Employees of Coca-Cola Beverages Northeast, Inc. against other Defined Benefit (Pension) plans on the plan type page, or view plans in New Hampshire on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 042614952.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.