Plan5500

Pepsico, Inc. Employees Retirement Plan H — Form 5500 plan (Pepsico, Inc.)

Plain-English plan 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, Pepsico, Inc. Employees Retirement Plan H is a benefit plan reported by Pepsico, Inc. under EIN 13-1584302 and plan number 121. The latest loaded filing year is 2023. The filing reports 76,364 participants and $4,264,361,000 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pepsico, Inc.
EIN
13-1584302
Plan number
121
Plan type
2
Location
Purchase, NY
Latest filing year
2023
Participants
76,364
End-of-year plan assets
$4,264,361,000

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202376,364H, C20241002071504NAL0008454225001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,264,361,000
Total liabilities (EOY)
$920,000
Net assets (EOY)
$4,263,441,000
Net assets (BOY)
$3,916,343,000

Income & contributions

Employer contributions
$150,000,000
Total contributions
$150,000,000
Total income / additions
$615,899,000

Expenses & distributions

Benefits paid
$253,760,000
Administrative expenses
$15,041,000
Total expenses
$268,801,000
Net increase / (decrease)
$347,098,000

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Insti Asset MgmtNONE$4,558,511not reported in the loaded dataset2023
State StreetNONE$1,511,376$02023
NisaNONE$1,351,346not reported in the loaded dataset2023
Mfs Institutional AdvisorsNONE$1,206,358$02023
MercerNONE$1,068,300not reported in the loaded dataset2023
Marathon Asset ManagementNONE$1,056,460$02023
Altrinsic Global AdvisorsNONE$833,264$02023
Pepsico, Inc.EMPLOYER$807,294not reported in the loaded dataset2023
Northern Trust CompanyNONE$743,386$02023
Jennison AssociatesNONE$681,257$02023
Jp Morgan Investment ManagementNONE$618,730not reported in the loaded dataset2023
Times Square Capital Management LLCNONE$598,493$02023
Cambridge Advisory GroupNONE$552,646not reported in the loaded dataset2023
Wellington Management Co LlpNONE$495,752not reported in the loaded dataset2023
Loomis SaylesNONE$458,478not reported in the loaded dataset2023
Jp Morgan Chase BankNONE$432,837not reported in the loaded dataset2023
Pgim IncNONE$397,780not reported in the loaded dataset2023
Blackrock Institutional AdvisorsNONE$318,970not reported in the loaded dataset2023
Ariel CapitalNONE$312,726$02023
Dodge And CoxNONE$290,623$02023
Earnest PartnersNONE$259,880$02023
Vontobel Usa IncNONE$253,460$02023
Russell Implementation ServicesNONE$192,738$02023
Townsend GroupNONE$189,716not reported in the loaded dataset2023
Prudential Bank & Trust CompanyNONE$165,040not reported in the loaded dataset2023
Payden & RygelNONE$154,920not reported in the loaded dataset2023
Dimensional Fund AdvisorsNONE$140,757$02023
Kpmg, LlpNONE$138,683not reported in the loaded dataset2023
Jamestown Premier Property FundNONE$135,168not reported in the loaded dataset2023
Health And Productivity ConsultingNONE$108,908not reported in the loaded dataset2023
Willis Towers WatsonNONE$108,596not reported in the loaded dataset2023
Pugh Capital Mgmt IncNONE$104,831not reported in the loaded dataset2023
Kilpatrick StocktonNONE$37,405not reported in the loaded dataset2023
Banco PopularNONE$21,157not reported in the loaded dataset2023
John Hancock Mutual Life Ins CoNONE$14,490not reported in the loaded dataset2023
Acosta & RamirezNONE$13,137not reported in the loaded dataset2023
Metropolitan Life InsuranceNONE$11,513not reported in the loaded dataset2023

Related Form 5500 pages