Plan Ledger DOL Form 5500 · updated monthly

Pepsi-Cola Newburgh Bottling Co., Inc.401(k)

PEPSI-COLA NEWBURGH BOTTLING CO., INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF PEPSI-COLA OF THE HUDSON VALLEY AND PEPSI-COLA BRIS · NEWBURGH, NY · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Pepsi-Cola Newburgh Bottling Co., Inc. reported $55,235 in plan administrative expenses for 2024: 0.12% of average plan assets, below the peer median. Employer contributions averaged $2,727 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 2 years on file its reported administrative ratio rose from 0.06% to 0.12%. 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 1,462nd-largest of 5,648 plans among New York employers on file, and the 3,370th of 13,661 in manufacturing. In 2024, employees put in $1.71 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$45,438,810
Participants with balances427
Active participants350
Employer contributions$954,377
Employee contributions$1,628,562
Employer contribution per active participant$2,727
Average account balance$106,414
Benefits paid to participants$5,332,016
Plan auditUnmodified (clean) audit opinion
AuditorBST & CO. CPAS LLP
Plan history3
Yearassets · accounts · employer contribution
2024$45.4M · 427 accts · $954K emplr
2023$43.6M · 447 accts · $837K emplr
2022$37.8M · 392 accts · $749K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,760
Audit (IQPA)$10,709
Total administrative$55,235
The Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) match · 2024
Employer contribution per active participant$2,727
Median for plans this size$2,416
2024$2,727 per active participant
2023$2,405 per active participant
2022$2,264 per active participant

Pepsi-Cola Newburgh Bottling Co., Inc.'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
MERRILL LYNCH, PIERCE, FENNER AND S · Recordkeeping$10,760
BST & CO. CPAS, LLP · Accounting / audit$10,709

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

Recordkeeper by year2
2024Bank of America / Merrill
2023Bank of America / Merrill

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$55,235 · 0.12%
2023$76,568 · 0.19%
2022$23,650 · 0.06%
Similar plansManufacturing · New York
Aurubis Buffalo, Inc. NY$46.4M · 0.06%
Gorbel, Inc. NY$45.1M · 0.15%
Gutchess Lumber Co., Inc. NY$44.7M · 0.16%
Perry's Ice Cream Company NY$44.7M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 141263911 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.