Defined Benefit (Pension) · DOL Form 5500 · 2024

Heartland Coca-Cola Bottling Company, LLC Pension Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
269
Participants Below avg headcount
63rd
Percentile by assets National rank
$52,014
Avg per participant Low balance/head
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Official DOL plan name: Heartland Coca-Cola Bargaining Employees' Pension Plan · Sponsored by Heartland Coca-Cola Bottling Company, LLC · Kansas · Manufacturing

$14M in assets, 269 participants

Heartland Coca-Cola Bottling Company, LLC's Heartland Coca-Cola Bargaining Employees' Pension Plan reported $14M in total assets and 269 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #8,981 in Manufacturing (17,777 peers)

What the 2024 filing shows

Heartland Coca-Cola Bargaining Employees' Pension Plan holds $14M for 269 participants - about $52,014 per participant, above the median plan by assets.

#8,981
in Manufacturing (17,777 peers)
+6.3%
assets growth YoY

Heartland Coca-Cola Bargaining Employees' Pension Plan's mid-pack asset rank among Manufacturing and all filers

Heartland Coca-Cola Bargaining Employees' Pension Plan vs every filed plan by assets

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

$13,991,838 Top 37% higher than 63% 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

Heartland Coca-Cola Bargaining Employees' Pension Plan 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. Heartland Coca-Cola Bargaining Employees' Pension Plan sits mid-pack in the medium band (269 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heartland Coca-Cola Bargaining Employees' Pension Plan reported net income rose from -$715K in the plan year 2023 filing to $828K in the plan year 2024 filing.
  • Heartland Coca-Cola Bargaining Employees' Pension Plan reported participants fell from 297 in the plan year 2023 filing to 269 in the plan year 2024 filing.
  • Heartland Coca-Cola Bargaining Employees' Pension Plan end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 813590283 · Heartland Coca-Cola Bottling Company, LLC PY 2024 · Defined Benefit (Pension)

Heartland Coca-Cola Bargaining Employees' Pension Plan · $14M · 269 · 63rd

  • SCH $14M
  • SCH 269
  • SCH 63rd
  • SCH Defined Benefit (Pension)
  • SCH near Mott Macdonald Defined Benefit Pension Plan
  • SCH ind #8981

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 Kansas →

Heartland Coca-Cola Bargaining Employees' Pension Plan in the asset neighbourhood

Wells Manufacturing Salaried Retirement PlanWells Manufacturing Salaried…$14MHeartland Coca-Cola Bargaining Employees' Pension PlanHeartland Coca-Cola Bargaini…$14MMott Macdonald Defined Benefit Pension PlanMott Macdonald Defined Benef…$14MYork International Corporation Pension Plan Number FifteenYork International Corporati…$14MRetirement Plan for Salaried Tropical Employees of Chiquita Brands, L.L.C.Retirement Plan for Salaried…$14M
End-of-year total assets ($M) among Heartland Coca-Cola Bargaining Employees' Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$828K
Employer EIN813590283
Plan Effective Date2017-02-25
Filing StatusFILING RECEIVED

Sponsor Plan History (Heartland Coca-Cola Bottling Company, LLC)

Sponsor-wide plan assets over time

All Heartland Coca-Cola Bottling Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$14M 0.80962769028722% vs 2022
2024 filing year
$13M$13.5M$14M$14.5M 202220232024 $13.9M $14M ▲ +0.8%
Year Plans Participants Total Assets
2022 1 349 $14M
2023 1 297 $13M
2024 1 269 $14M

Nearby Defined Benefit (Pension) Plans in Kansas

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

Heartland Coca-Cola Bargaining Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Kansas, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -0.500.511.5 Total assets ($B) Participants Heartland Coca-Cola Bargaining Employees' Pension Plan, Total assets ($B): 0.013991838 · Participants: 269Heartland Coca-Cola Bargaining Employees' Pension PlanKoch Employees' Pension Plan, Total assets ($B): 1.389294649 · Participants: 5044Koch Employees' Pension PlanRetirement Plan for Employees of Learjet Inc., Bombardier Aerospace Corporation and Affiliates, Total assets ($B): 0.497620215 · Participants: 975Retirement Plan for Employees of Learjet Inc., Bombardier Aerospace Corporation and AffiliatesInvista Pension Plan for Certain Grandfathered Employees, Total assets ($B): 0.362870075 · Participants: 12Invista Pension Plan for Certain Grandfathered EmployeesNon-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Kansas, Inc., Total assets ($B): 0.282634533 · Participants: 475Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Kansas, Inc.Kansas Construction Trades Open End Pension Trust Fund, Total assets ($B): 0.202599143 · Participants: 790Kansas Construction Trades Open End Pension Trust Fund
Heartland Coca-Cola Bargaining Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Kansas, assets vs. participants
Compare Heartland Coca-Cola Bargaining Employees' Pension Plan side-by-side with 3 peers →

Heartland Coca-Cola Bargaining Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Kansas, the nearest Defined Benefit (Pension) by assets is Mott Macdonald Defined Benefit Pension Plan in NJ ($14M); by covered participants it is Drummond Company, Inc. Revised Pension Plan in AL (269 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (269 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 Heartland Coca-Cola Bargaining Employees' Pension Plan assets move in 2024? ▼
Heartland Coca-Cola Bargaining Employees' Pension Plan grew at a solid clip - up 6.3% during 2024, from $13M to $14M. Reported net income was $828K.
How have Heartland Coca-Cola Bottling Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heartland Coca-Cola Bottling Company, LLC's sponsor-wide assets grew 0.8%, from $14M to $14M.
Which Defined Benefit (Pension) plans are similar in size to Heartland Coca-Cola Bargaining Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Mott Macdonald Defined Benefit Pension Plan in NJ ($14M, 36 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Heartland Coca-Cola Bargaining Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Drummond Company, Inc. Revised Pension Plan in AL (269 participants, $222M 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 813590283.

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.