Defined Benefit (Pension) · DOL Form 5500 · 2024

Coca-Cola Beverages Northeast, Inc. Pension Plan

Data updated 2026-08-11

$67M
Total assets
334
Participants
87th
Percentile by assets
$199,762
Avg per participant
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Official DOL plan name: Pension Plan for Legacy and Lowell Employees of Coca-Cola Beverages Northeast, Inc. · Sponsored by Coca-Cola Beverages Northeast, Inc. · New Hampshire · Manufacturing

$67M in assets, 334 participants

Coca-Cola Beverages Northeast, Inc.'s Pension Plan for Legacy and Lowell Employees of Coca-Cola Beverages Northeast, Inc. reported $67M in total assets and 334 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • 87th percentile by assets (of 123,622 plans)
  • #14,473 in Manufacturing (17,777 peers)

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

Pension Plan for Legacy and Lowell Employees of Coca-Cola Beverages Northeast, Inc. sits in the top quartile of all filed plans by assets, $67M for 334 participants (~$199,762/participant).

$67M
total plan assets (2024 EOY)
334
covered participants
87th
percentile by assets (of 123,622 plans)
$199,762
avg assets per participant

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

Where Pension Plan for Legacy and Lowell Employees of Coca-Cola Beverages Northeast, Inc. sits by total assets

Pension Plan for Legacy and Lowell Employees of Coca-Cola Beverages Northeast, Inc. vs every filed plan by assets

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

$66,720,455 Top 13% higher than 87% of 123,620 filed plans

This plan $0 $2,010,000,000 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

State
New Hampshire
Industry
Manufacturing

Pension Plan for Legacy and Lowell Employees of Coca-Cola Beverages Northeast, Inc. vs the 2024 asset distribution

By assets, Pension Plan for Legacy and Lowell Employees of Coca-Cola Beverages Northeast, Inc. outranks 87% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

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

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

$350M$400M$450M$500M$550M 202220232024 $398M $498M ▲ +25.1%
Total plan assets by year, all Coca-Cola Beverages Northeast, Inc. plans on file
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, same state, same plan type, ranked by total assets.

Pension Plan for Legacy and Lowell Employees of Coca-Cola Beverages Northeast, Inc. vs. nearby Defined Benefit (Pension) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. 01000200030004000 0200400600800 Total assets ($M) Participants Pension Plan for Leg…, Total assets ($M): 66.720455 · Participants: 334Pension Plan for Leg…Pension Plan for Emp…, Total assets ($M): 609.093653 · Participants: 1373Pension Plan for Emp…Retirement Plan for …, Total assets ($M): 413.104597 · Participants: 3416Retirement Plan for …Elliot Health System…, Total assets ($M): 266.934444 · Participants: 475Elliot Health System…Catholic Medical Cen…, Total assets ($M): 242.985045 · Participants: 352Catholic Medical Cen…Osram Sylvania Pensi…, Total assets ($M): 210.333889 · Participants: 238Osram Sylvania Pensi…
Pension Plan for Legacy and Lowell Employees of Coca-Cola Beverages Northeast, Inc. vs. nearby Defined Benefit (Pension) plans in New Hampshire, assets vs. participants
Compare Pension Plan for Legacy and Lowell Emplo… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Pension Plan for Legacy and Lowell Employees of Coca-Cola Beverages Northeast, Inc. by total assets, not by location.

Frequently Asked Questions

How have Coca-Cola Beverages Northeast, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coca-Cola Beverages Northeast, Inc.'s sponsor-wide assets grew 25.1%, from $398M to $498M.
Where does Pension Plan for Legacy and Lowell Employees of Coca-Cola Beverages Northeast, Inc. rank by assets among Form 5500 filers? ▼
Pension Plan for Legacy and Lowell Employees of Coca-Cola Beverages Northeast, Inc. ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Pension Plan for Legacy and Lowell Employees of Coca-Cola Beverages Northeast, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Doe Run Resources Corporation Retirement Plan in MO ($67M, 226 participants).

Next read for Pension Plan for Legacy and Lowell Emplo…

Scale reading

Ways to act on Pension Plan for Legacy and Lowell Employees of Coca-Cola Beverages Northeast, Inc.'s numbers.

  • By total assets, Pension Plan for Legacy and Lowell Employees of Coca-Cola Beverages Northeast, Inc. ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New Hampshire. Compare plans
  • Coca-Cola Beverages Northeast, Inc.'s sponsor-wide assets have grown 25.1% since 2022 across 3 plan years on file. More Manufacturing plans

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 042614952.

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.