The Coca-Cola Company 401k Plan — Form 5500 plan (The Coca-Cola Company)

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 Company 401k Plan is a benefit plan reported by The Coca-Cola Company under EIN 58-0628465 and plan number 002. The latest loaded filing year is 2023. The filing reports 21,506 participants and $3,492,915,570 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3.5BPlan net assets, end of year$3,492,915,570
Participants21.5KCovered participants reported21,506
Assets / participant$162.4KComputed: assets ÷ participants$162,416 (computed)
Provider compensationNone reported
Plan sponsor
The Coca-Cola Company
EIN
58-0628465
Plan number
002
Plan type
2
Location
Atlanta, GA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202321,506H20240807163057NAL0006579408002
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)$3.5B total assets
Net assets$3.5BLiabilities
Money in vs. money out
Total income / additions$450M
Total expenses$368.5M
Benefits paid / distributions$366.5M
Contributions
Employer$39.3M
Participant$95.5M
Full reported line items

Net assets

Total assets (EOY)
$3,492,915,570
Net assets (EOY)
$3,492,915,570
Net assets (BOY)
$3,395,379,506

Income & contributions

Employer contributions
$39,338,554
Participant contributions
$95,479,010
Total contributions
$148,347,652
Total income / additions
$449,975,744

Expenses & distributions

Benefits paid
$366,499,430
Administrative expenses
$1,947,118
Total expenses
$368,547,430
Net increase / (decrease)
$81,428,314
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 29%Participant 71%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income81%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages