Keurig Dr Pepper 401(K) Plan — Form 5500 plan (Keurig Dr Pepper 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, Keurig Dr Pepper 401(K) Plan is a benefit plan reported by Keurig Dr Pepper Inc. under EIN 98-0517725 and plan number 010. The latest loaded filing year is 2023. The filing reports 27,425 participants and $1,686,236,156 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Keurig Dr Pepper Inc.
EIN
98-0517725
Plan number
010
Plan type
2
Location
Frisco, TX
Latest filing year
2023
Participants
27,425
End-of-year plan assets
$1,686,236,156

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202327,425H, C20241010165727NAL0041618402001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,686,236,156
Total liabilities (EOY)
$0
Net assets (EOY)
$1,686,236,156
Net assets (BOY)
$1,442,219,867

Income & contributions

Employer contributions
$64,144,214
Participant contributions
$87,564,363
Total contributions
$162,852,433
Total income / additions
$427,089,839

Expenses & distributions

Benefits paid
$181,877,638
Administrative expenses
$1,052,019
Total expenses
$183,073,550
Net increase / (decrease)
$244,016,289

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$1,052,318$02023

Related Form 5500 pages