2023 Form 5500 filing — Pepsico, Inc. Employees Retirement Plan H
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241002071504NAL0008454225001) for Pepsico, Inc. Employees Retirement Plan H, reported by Pepsico, Inc. under EIN 13-1584302 and plan number 121. It reports 76,364 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002071504NAL0008454225001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pepsico, Inc.
- EIN
- 13-1584302
- Plan number
- 121
- Location
- Purchase, NY
- Participants
- 76,364
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,264,361,000
- Total liabilities (EOY)
- $920,000
- Net assets (EOY)
- $4,263,441,000
- Employer contributions
- $150,000,000
- Total income / additions
- $615,899,000
- Benefits paid
- $253,760,000
- Administrative expenses
- $15,041,000
- Total expenses
- $268,801,000
- Net increase / (decrease)
- $347,098,000
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Insti Asset Mgmt | NONE | $4,558,511 | not reported in the loaded dataset |
| State Street | NONE | $1,511,376 | $0 |
| Nisa | NONE | $1,351,346 | not reported in the loaded dataset |
| Mfs Institutional Advisors | NONE | $1,206,358 | $0 |
| Mercer | NONE | $1,068,300 | not reported in the loaded dataset |
| Marathon Asset Management | NONE | $1,056,460 | $0 |
| Altrinsic Global Advisors | NONE | $833,264 | $0 |
| Pepsico, Inc. | EMPLOYER | $807,294 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $743,386 | $0 |
| Jennison Associates | NONE | $681,257 | $0 |
| Jp Morgan Investment Management | NONE | $618,730 | not reported in the loaded dataset |
| Times Square Capital Management LLC | NONE | $598,493 | $0 |
| Cambridge Advisory Group | NONE | $552,646 | not reported in the loaded dataset |
| Wellington Management Co Llp | NONE | $495,752 | not reported in the loaded dataset |
| Loomis Sayles | NONE | $458,478 | not reported in the loaded dataset |
| Jp Morgan Chase Bank | NONE | $432,837 | not reported in the loaded dataset |
| Pgim Inc | NONE | $397,780 | not reported in the loaded dataset |
| Blackrock Institutional Advisors | NONE | $318,970 | not reported in the loaded dataset |
| Ariel Capital | NONE | $312,726 | $0 |
| Dodge And Cox | NONE | $290,623 | $0 |
| Earnest Partners | NONE | $259,880 | $0 |
| Vontobel Usa Inc | NONE | $253,460 | $0 |
| Russell Implementation Services | NONE | $192,738 | $0 |
| Townsend Group | NONE | $189,716 | not reported in the loaded dataset |
| Prudential Bank & Trust Company | NONE | $165,040 | not reported in the loaded dataset |
| Payden & Rygel | NONE | $154,920 | not reported in the loaded dataset |
| Dimensional Fund Advisors | NONE | $140,757 | $0 |
| Kpmg, Llp | NONE | $138,683 | not reported in the loaded dataset |
| Jamestown Premier Property Fund | NONE | $135,168 | not reported in the loaded dataset |
| Health And Productivity Consulting | NONE | $108,908 | not reported in the loaded dataset |
| Willis Towers Watson | NONE | $108,596 | not reported in the loaded dataset |
| Pugh Capital Mgmt Inc | NONE | $104,831 | not reported in the loaded dataset |
| Kilpatrick Stockton | NONE | $37,405 | not reported in the loaded dataset |
| Banco Popular | NONE | $21,157 | not reported in the loaded dataset |
| John Hancock Mutual Life Ins Co | NONE | $14,490 | not reported in the loaded dataset |
| Acosta & Ramirez | NONE | $13,137 | not reported in the loaded dataset |
| Metropolitan Life Insurance | NONE | $11,513 | not reported in the loaded dataset |