The Coca-Cola Company Retiree Benefits 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 Retiree Benefits Plan is a benefit plan reported by The Coca-Cola Company under EIN 58-0628465 and plan number 531. The latest loaded filing year is 2023. The filing reports 4,751 participants and $2,193,161 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.7MPlan net assets, end of year$1,705,959
Participants4.8KCovered participants reported4,751
Assets / participant$462Computed: assets ÷ participants$462 (computed)
Provider compensationNone reported
Plan sponsor
The Coca-Cola Company
EIN
58-0628465
Plan number
531
Plan type
2
Location
Atlanta, GA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,751H20241107104629NAL0021928834001
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)$2.2M total assets
Net assets$1.7MLiabilities$487.2K
Money in vs. money out
Total income / additions$7.4M
Total expenses$5.7M
Benefits paid / distributions$5.7M
Contributions
Employer$964.4K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$2,193,161
Total liabilities (EOY)
$487,202
Net assets (EOY)
$1,705,959
Net assets (BOY)
$0

Income & contributions

Employer contributions
$964,429
Total contributions
$964,429
Total income / additions
$7,429,074

Expenses & distributions

Benefits paid
$5,723,115
Administrative expenses
$0
Total expenses
$5,723,115
Net increase / (decrease)
$1,705,959
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.

Total expenses ÷ net assets335%Computed ratio
Benefits paid ÷ total income77%Computed ratio

Service provider compensation (Schedule C)

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

Related Form 5500 pages