401(k) · DOL Form 5500 · 2024

Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
348
Participants Below avg headcount
83rd
Percentile by assets National rank
$130,577
Avg per participant Near avg balance/head
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Official DOL plan name: Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris · Sponsored by Pepsi-Cola Newburgh Bottling Co., Inc. · New York · Manufacturing

$45M in assets, 348 participants

Pepsi-Cola Newburgh Bottling Co., Inc.'s Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris reported $45M in total assets and 348 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #13,515 in Manufacturing (17,777 peers)

Coverage in New York

Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris covers 348 participants in New York, about 44% of the average New York filer (state average ~798 per filing). Assets: $45M.

#13,515
in Manufacturing (17,777 peers)
+4.2%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris's outsized position by total assets

Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris vs every filed plan by assets

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

$45,440,898 Top 17% higher than 83% 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 Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris 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. Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris sits mid-pack in the medium band (348 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris reported net income fell from $6M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris reported participants rose from 331 in the plan year 2023 filing to 348 in the plan year 2024 filing.
  • Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris end-of-year assets rose from $44M in the plan year 2023 filing to $45M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 141263911 · Pepsi-Cola Newburgh Bottling Co., Inc. PY 2024 · 401(k)

Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris · $45M · 348 · 83rd

  • ASSETS $45M
  • PCT 348
  • EIN 83rd
  • RANK 401(k)
  • PHOTO near Mundi/Westport 401(k) Plan
  • IND ind #13515

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 Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris in the asset neighbourhood

South Coast Lumber Co 401(k) Employees' Savings & Profit Sharing PlanSouth Coast Lumber Co 401(k)…$45MThos Somerville Co 401(k) Retirement PlanThos Somerville Co 401(k) Re…$45MPepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola BrisPepsi-Cola Newburgh Bottling…$45MMundi/Westport 401(k) Plan$45MDominion Anesthesia PLLC$45M
End-of-year total assets ($M) among Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$45M
Net Income$2M
Employer EIN141263911
Plan Effective Date1990-07-20
Filing StatusFILING RECEIVED

Sponsor Plan History (Pepsi-Cola Newburgh Bottling Co., Inc.)

Sponsor-wide plan assets over time

All Pepsi-Cola Newburgh Bottling Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$45M 20.163861765950227% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $37.8M $45.4M ▲ +20.1%
Year Plans Participants Total Assets
2022 1 307 $38M
2023 1 331 $44M
2024 1 348 $45M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris, Total assets ($B): 0.045440898 · Participants: 348Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola BrisIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris vs. nearby 401(k) plans in New York, assets vs. participants
Compare Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris side-by-side with 3 peers →

Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Mundi/Westport 401(k) Plan in NJ ($45M); by covered participants it is Opensquare 401(k) Retirement Plan in WA (348 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($45M here).

Similar participant headcount

Nearest other-state filings by covered participants (348 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 Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris assets move in 2024? ▼
Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris edged up modestly - up 4.2% during 2024, from $44M to $45M. Reported net income was $2M.
How have Pepsi-Cola Newburgh Bottling Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pepsi-Cola Newburgh Bottling Co., Inc.'s sponsor-wide assets grew 20.2%, from $38M to $45M.
Where does Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris rank by assets among Form 5500 filers? ▼
Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris ranks in the 83rd 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 401(k) plans are similar in size to Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris? ▼
Among 401(k) plans in other states, the closest by assets is Mundi/Westport 401(k) Plan in NJ ($45M, 128 participants).
Which 401(k) plans cover a similar participant headcount to Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris? ▼
Among 401(k) plans in other states, the closest by covered participants is Opensquare 401(k) Retirement Plan in WA (348 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 141263911.

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.