Defined Benefit (Pension) · DOL Form 5500 · 2024

Coca-Cola Beverages Northeast, Inc. Pension Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
334
Participants Below avg headcount
87th
Percentile by assets National rank
$199,762
Avg per participant Above avg balance/head
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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.

  • #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).

#14,473
in Manufacturing (17,777 peers)
-$2M
reported net income
0.7×
vs typical plan assets (national mean)

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.

Pension Plan for Legacy and Lowell Employees of Coca-Cola Beverages Northeast, Inc.'s outsized position 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 $2,050,000,000 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

Pension Plan for Legacy and Lowell Employees of Coca-Cola Beverages Northeast, Inc. among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan for Legacy and Lowell Employees of Coca-Cola Beverages Northeast, Inc. sits mid-pack in the medium band (334 participants).

EBSA filing schedule strip

Filing strip 042614952 · Coca-Cola Beverages Northeast, Inc. PY 2024 · Defined Benefit (Pension)

Pension Plan for Legacy and Lowell Employees of Coca-Cola Beverages Northeast, Inc. · $67M · 334 · 87th

  • EOY $67M
  • 5500 334
  • ASSETS 87th
  • PCT Defined Benefit (Pension)
  • EIN near The Doe Run Resources Corporation Retirement Plan
  • RANK ind #14473

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 Hampshire →

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

Major League Baseball Pension Plan for Non-Uniformed PersonnelMajor League Baseball Pensio…$67MPension Plan for Legacy and Lowell Employees of Coca-Cola Beverages Northeast, Inc.Pension Plan for Legacy and …$67MThe Doe Run Resources Corporation Retirement PlanThe Doe Run Resources Corpor…$67MThe Restated Noncontributory Retirement Plan for CooperativesThe Restated Noncontributory…$67MPension Fund of Local 11, IatsePension Fund of Local 11, Ia…$67M
End-of-year total assets ($M) among Pension Plan for Legacy and Lowell Employees of Coca-Cola Beverages Northeast, Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

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.)

Sponsor-wide plan assets over time

All Coca-Cola Beverages Northeast, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$498M 25.123457259347703% vs 2022
2024 filing year
$350M$400M$450M$500M$550M 202220232024 $398M $498M ▲ +25.1%
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 ($M) Participants Pension Plan for Legacy and Lowell Employees of Coca-Cola Beverages Northeast, Inc., Total assets ($M): 66.720455 · Participants: 334Pension Plan for Legacy and Lowell Employees of Coca-Cola Beverages Northeast, Inc.Pension Plan for Employees of Dartmouth-Hitchcock, Total assets ($M): 609.093653 · Participants: 1373Pension Plan for Employees of Dartmouth-HitchcockRetirement Plan for Employees of Concord Hospital, Total assets ($M): 413.104597 · Participants: 3416Retirement Plan for Employees of Concord HospitalElliot Health System Pension Plan, Total assets ($M): 266.934444 · Participants: 475Elliot Health System Pension PlanCatholic Medical Center Pension Plan, Total assets ($M): 242.985045 · Participants: 352Catholic Medical Center Pension PlanOsram Sylvania Pension Plan, Total assets ($M): 210.333889 · Participants: 238Osram Sylvania Pension Plan
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

Pension Plan for Legacy and Lowell Employees of Coca-Cola Beverages Northeast, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Hampshire, the nearest Defined Benefit (Pension) by assets is The Doe Run Resources Corporation Retirement Plan in MO ($67M); by covered participants it is Liberty Coca-Cola Beverages and Teamsters Local #125 Pension Plan in PA (334 participants). Same-state nearby plans are listed separately above.

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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount 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 covered participants is Liberty Coca-Cola Beverages and Teamsters Local #125 Pension Plan in PA (334 participants, $27M in assets).