Defined Benefit (Pension) · DOL Form 5500 · 2024

Pepsi-Cola Bottling Co. of New York Pension Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
58
Participants Small participant base
65th
Percentile by assets National rank
$261,668
Avg per participant Above avg balance/head
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Official DOL plan name: Pepsi New York Mt. Vernon Hourly Employees Plan · Sponsored by Pepsi-Cola Bottling Co. of New York · New York · Manufacturing

$15M in assets, 58 participants

Pepsi-Cola Bottling Co. of New York's Pepsi New York Mt. Vernon Hourly Employees Plan reported $15M in total assets and 58 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #9,375 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 New York Mt. Vernon Hourly Employees Plan at $15M / 58 participants.

#9,375
in Manufacturing (17,777 peers)
-3.3%
assets change YoY

The plan reported a net loss of $521K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pepsi New York Mt. Vernon Hourly Employees Plan's mid-pack asset rank among Manufacturing and all filers

Pepsi New York Mt. Vernon Hourly Employees Plan vs every filed plan by assets

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

$15,176,728 Top 35% higher than 65% 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 New York Mt. Vernon Hourly Employees Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pepsi New York Mt. Vernon Hourly Employees Plan is a small filing (58 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pepsi New York Mt. Vernon Hourly Employees Plan reported net income fell from $3M in the plan year 2023 filing to -$521K in the plan year 2024 filing.
  • Pepsi New York Mt. Vernon Hourly Employees Plan reported participants fell from 63 in the plan year 2023 filing to 58 in the plan year 2024 filing.
  • Pepsi New York Mt. Vernon Hourly Employees Plan end-of-year assets fell from $16M in the plan year 2023 filing to $15M 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 New York Mt. Vernon Hourly Employees Plan · $15M · 58 · 65th

  • PART $15M
  • TYPE 58
  • NET 65th
  • BOOK Defined Benefit (Pension)
  • VS-ST near Chicago & North Western Railway Company Supplemental Pension Plan
  • BOY ind #9375

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 New York Mt. Vernon Hourly Employees Plan in the asset neighbourhood

Chicago & North Western Railway Company Supplemental Pension PlanChicago & North Western Rail…$15MPool Company Retirement Income PlanPool Company Retirement Inco…$15MOrthopaedic Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance PlanOrthopaedic Institute of Ohi…$15MPepsi New York Mt. Vernon Hourly Employees PlanPepsi New York Mt. Vernon Ho…$15MHunter Douglas Employees' Retirement PlanHunter Douglas Employees' Re…$15M
End-of-year total assets ($M) among Pepsi New York Mt. Vernon Hourly Employees 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)$16M
Net Assets (End of Year)$15M
Net Income-$521K
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 New York Mt. Vernon Hourly Employees Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Pepsi New York Mt. Vernon Hourly Employees Plan, Total assets ($B): 0.015176728 · Participants: 58Pepsi New York Mt. Vernon Hourly Employees 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 New York Mt. Vernon Hourly Employees Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Pepsi New York Mt. Vernon Hourly Employees Plan side-by-side with 3 peers →

Pepsi New York Mt. Vernon Hourly Employees Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Chicago & North Western Railway Company Supplemental Pension Plan in NE ($15M); by covered participants it is Jack Rubin & Sons, Inc. Defined Benefit Pension Plan in CA (58 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (58 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 New York Mt. Vernon Hourly Employees Plan assets move in 2024? ▼
Pepsi New York Mt. Vernon Hourly Employees Plan edged down modestly - down 3.3% during 2024, from $16M to $15M. Reported net income was -$521K.
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 New York Mt. Vernon Hourly Employees Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Chicago & North Western Railway Company Supplemental Pension Plan in NE ($15M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pepsi New York Mt. Vernon Hourly Employees Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Jack Rubin & Sons, Inc. Defined Benefit Pension Plan in CA (58 participants, $5M 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.