Plan5500

Pepsico Employees Retirement Plan I — 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 Employees Retirement Plan I is a benefit plan reported by Pepsico, Inc. under EIN 13-1584302 and plan number 004. The latest loaded filing year is 2023. The filing reports 66,886 participants and $7,599,669,000 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pepsico, Inc.
EIN
13-1584302
Plan number
004
Plan type
2
Location
Purchase, NY
Latest filing year
2023
Participants
66,886
End-of-year plan assets
$7,599,669,000

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202366,886H, C20241002071454NAL0014496752001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,599,669,000
Total liabilities (EOY)
$15,338,000
Net assets (EOY)
$7,584,331,000
Net assets (BOY)
$7,635,326,000

Income & contributions

Total contributions
$0
Total income / additions
$716,430,000

Expenses & distributions

Benefits paid
$753,616,000
Administrative expenses
$13,809,000
Total expenses
$767,425,000
Net increase / (decrease)
-$50,995,000

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Insti Asset MgmtNONE$4,184,926not reported in the loaded dataset2023
State StreetNONE$1,387,513$02023
NisaNONE$1,240,598not reported in the loaded dataset2023
Mfs Institutional AdvisorsNONE$1,107,494$02023
MercerNONE$980,750not reported in the loaded dataset2023
Marathon Asset ManagementNONE$969,879$02023
Altrinsic Global AdvisorsNONE$764,975$02023
Pepsico, Inc.EMPLOYER$741,134not reported in the loaded dataset2023
Northern Trust CompanyNONE$682,463$02023
Jennison Associates LLCNONE$625,426$02023
Jp Morgan Investment ManagementNONE$568,024not reported in the loaded dataset2023
Times Square Capital Management LLCNONE$549,445$02023
Cambridge Advisory GroupNONE$507,354not reported in the loaded dataset2023
Wellington Management Co LlpNONE$455,123not reported in the loaded dataset2023
Loomis SaylesNONE$420,904not reported in the loaded dataset2023
Jp Morgan Chase BankNONE$397,364not reported in the loaded dataset2023
Pgim IncNONE$365,181not reported in the loaded dataset2023
Blackrock Institutional AdvisorsNONE$292,830not reported in the loaded dataset2023
Ariel CapitalNONE$287,097$02023
Dodge And CoxNONE$266,806$02023
Earnest PartnersNONE$238,582$02023
Vontobel Usa IncNONE$232,689$02023
Russell Implementation ServicesNONE$176,943$02023
Townsend GroupNONE$174,168not reported in the loaded dataset2023
Prudential Bank & Trust CompanyNONE$151,514not reported in the loaded dataset2023
Payden & RygelNONE$142,223not reported in the loaded dataset2023
Dimensional Fund AdvisorsNONE$129,222$02023
Kpmg, LlpNONE$127,317not reported in the loaded dataset2023
Jamestown Premier Property FundNONE$124,090not reported in the loaded dataset2023
Health And Productivity Consulting,NONE$99,982not reported in the loaded dataset2023
Willis Towers WatsonNONE$99,697not reported in the loaded dataset2023
Pugh Capital Mgmt IncNONE$96,240not reported in the loaded dataset2023
Kilpatrick StocktonNONE$34,340not reported in the loaded dataset2023
Banco PopularNONE$19,423not reported in the loaded dataset2023
John Hancock Mutual Life Ins CoNONE$13,302not reported in the loaded dataset2023
Acosta & RamirezNONE$12,060not reported in the loaded dataset2023
Metropolitan Life InsuranceNONE$10,570not reported in the loaded dataset2023
Thompson Coburn LlpNONE$6,525not reported in the loaded dataset2023
Committee Of Investment Of EmployeeNONE$6,495not reported in the loaded dataset2023

Related Form 5500 pages