Plan5500

The Coca-Cola Bottlers' Association 401(K) Retirement Savings Plan — Form 5500 plan (The Coca-Cola Bottlers Association)

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, The Coca-Cola Bottlers' Association 401(K) Retirement Savings Plan is a benefit plan reported by The Coca-Cola Bottlers Association under EIN 58-0198280 and plan number 002. The latest loaded filing year is 2023. The filing reports 24,975 participants and $839,340,545 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$839.3MPlan net assets, end of year$839,340,545
Participants25KCovered participants reported24,975
Assets / participant$33.6KComputed: assets ÷ participants$33,607 (computed)
Provider compensation$2M2 Schedule C provider row(s)$1,974,266
Plan sponsor
The Coca-Cola Bottlers Association
EIN
58-0198280
Plan number
002
Plan type
3
Location
Atlanta, GA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    24,975 participants · 3Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$839.3M total assets
Net assets$839.3MLiabilities$0
Money in vs. money out
Total income / additions$203.4M
Total expenses$68.2M
Benefits paid / distributions$66.3M
Contributions
Employer$25.5M
Participant$51.2M
Full reported line items

Net assets

Total assets (EOY)
$839,340,545
Total liabilities (EOY)
$0
Net assets (EOY)
$839,340,545
Net assets (BOY)
$704,217,633

Income & contributions

Employer contributions
$25,540,243
Participant contributions
$51,227,833
Total contributions
$82,823,457
Total income / additions
$203,370,300

Expenses & distributions

Benefits paid
$66,281,903
Administrative expenses
$1,910,316
Total expenses
$68,247,388
Net increase / (decrease)
$135,122,912
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 33%Participant 67%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income33%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Principal Life Insurance Company$2M
    CONTRACT ADMINISTRATOR · Direct $2M · Indirect $0
  2. 2
    The Coca-Cola Bottlers'$9.4K
    CONTRACT ADMINISTRATOR · Direct $9.4K

What to inspect next

Frequently asked questions

Who sponsors the The Coca-Cola Bottlers' Association 401(K) Retirement Savings Plan?
The Coca-Cola Bottlers' Association 401(K) Retirement Savings Plan is reported as sponsored by The Coca-Cola Bottlers Association (EIN 58-0198280, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for The Coca-Cola Bottlers' Association 401(K) Retirement Savings Plan?
The latest Form 5500 filing year loaded for The Coca-Cola Bottlers' Association 401(K) Retirement Savings Plan is 2023.
How many participants does The Coca-Cola Bottlers' Association 401(K) Retirement Savings Plan report?
The Coca-Cola Bottlers' Association 401(K) Retirement Savings Plan reports 24,975 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for The Coca-Cola Bottlers' Association 401(K) Retirement Savings Plan?
The Coca-Cola Bottlers' Association 401(K) Retirement Savings Plan reports $839,340,545 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages