The Coca-Cola Company Pension 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 Pension Plan is a benefit plan reported by The Coca-Cola Company under EIN 58-0628465 and plan number 004. The latest loaded filing year is 2023. The filing reports 54,894 participants and $4,123,066,636 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.1BPlan net assets, end of year$4,117,649,806
Participants54.9KCovered participants reported54,894
Assets / participant$75.1KComputed: assets ÷ participants$75,110 (computed)
Provider compensationNone reported
Plan sponsor
The Coca-Cola Company
EIN
58-0628465
Plan number
004
Plan type
2
Location
Atlanta, GA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202354,894H20241107104523NAL0005947315001
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)$4.1B total assets
Net assets$4.1BLiabilities$5.4M
Money in vs. money out
Total income / additions$206.1M
Total expenses$481.6M
Benefits paid / distributions$481.6M
Full reported line items

Net assets

Total assets (EOY)
$4,123,066,636
Total liabilities (EOY)
$5,416,830
Net assets (EOY)
$4,117,649,806
Net assets (BOY)
$4,393,181,214

Income & contributions

Total contributions
$0
Total income / additions
$206,071,781

Expenses & distributions

Benefits paid
$481,603,189
Administrative expenses
$0
Total expenses
$481,603,189
Net increase / (decrease)
-$275,531,408
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 assets12%Computed ratio
Benefits paid ÷ total income234%Computed ratio

Service provider compensation (Schedule C)

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

Related Form 5500 pages