Plan Ledger DOL Form 5500 · updated monthly

Ozarks Coca-Cola/Dr Pepper Bottling Company401(k)

OZARKS COCA-COLA/DR PEPPER BOTTLING COMPANY PROFIT SHARING 401(K) PLAN · SPRINGFIELD, MO · plan year 2024

Reported admin expense ratio · 2024
0.56%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Ozarks Coca-Cola/Dr Pepper Bottling Company reported $228,263 in plan administrative expenses for 2024: 0.56% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,035 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.562%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 353rd-largest of 1,393 plans among Missouri employers on file, and the 3,442nd of 13,661 in manufacturing. In 2024, the employer put in $1.08 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$44,030,161
Participants with balances715
Active participants514
Employer contributions$2,073,968
Employee contributions$1,913,613
Employer contribution per active participant$4,035
Average account balance$61,581
Benefits paid to participants$2,150,508
Plan auditUnmodified (clean) audit opinion
AuditorKPM CPAS, PC
Plan history3
Yearassets · accounts · employer contribution
2024$44.0M · 715 accts · $2.1M emplr
2023$37.2M · 682 accts · $2.0M emplr
2022$29.9M · 647 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$220,054
Investment management$8,209
Total administrative$228,263
The Ozarks Coca-Cola/Dr Pepper Bottling Company 401(k) match · 2024
Employer contribution per active participant$4,035
Median for plans this size$2,416
2024$4,035 per active participant
2023$2,902 per active participant
2022$3,507 per active participant

Ozarks Coca-Cola/Dr Pepper Bottling Company's 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
JOHN HANCOCK USA · Recordkeeping · Investment management$5,660
WILSHIRE ASSOCIATES · Investment advisory (participants)$8,210

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024John Hancock
2023ADVANCED PLAN DESIGNS, LLC, John Hancock

This plan has changed recordkeepers within these filings. If you left Ozarks Coca-Cola/Dr Pepper Bottling Company before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$228,263 · 0.56%
2023$192,053 · 0.57%
2022$188,924 · 0.56%
All plans at this employer3
OZARKS COCA-COLA/DR PEPPER BOTTLING COMPANY PROFIT SHARING 401(K) PLAN401(k)
OZARKS COCA-COLA/DR PEPPER BOTTLING COMPANY UNION 401(K) PLAN401(k)
OZARKS COCA-COLA DR PEPPER BOTTLING COMPANY UNION 401(K) PLAN401(k)
Same employer
Similar plansManufacturing · Missouri
Lico, Inc. MO$45.7M · 0.23%
Ipl US Holding Company MO$44.6M · 0.35%
The Durham Co. MO$44.2M · 0.06%
Tnemec Company, Inc. MO$44.2M · 0.01%
Loren Cook Company MO$43.3M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 440443840 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.