Coca-Cola Beverages Northeast 401(k) and pension plans

Coca-Cola Beverages Northeast, Inc., Bedford, NH. EIN 04-2614952. Annual reports 2009–2025. Also filed as The Coca-Cola Bottling Company of Northern New England, Inc.; Coca-Cola Bottling Company of Northern New England; Coca-Cola Bottling Company of Nne.

Coca-Cola Beverages Northeast, Inc. has 2 active retirement plans on file. The largest is the Coca Cola Beverages Northeast, Inc. Incentive Savings Plan, with 3,525 participants and $400 million in assets in 2024. Vanguard has been its recordkeeper since 2009.

Active plans: 2
Participants: 4,501
Plan assets: $432 million
401(k) recordkeeper: Vanguard
Plans on file: 5
Industry: Manufacturing

All 5 plans

Active plans first

Coca Cola Beverages Northeast, Inc. Incentive Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 04-2614952
Participants (2024): 3,525
Net assets (2024): $400 million
Recordkeeper: Vanguard2009–2024
Plan administrator: Coca-Cola Beverages Northeast, Inc.
1 Executive Park DR Ste 330
Bedford, NH 03110
(603) 627-6142As filed for 2024
In effect since: January 1, 1986

Earlier sponsor: The Coca-Cola Bottling Company of Northern New England, Inc. (2009–2018).

Earlier plan names: The Coca-Cola Bottling Company of Northern New England, Inc. Incentive Savings Plan; The Coca Cola Bottling Company of Northern New England, Inc. Incentive Savings Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	3,525	$400 million	Vanguard
2023	3,537	$363 million	Vanguard
2022	3,363	$308 million	Vanguard
2021	3,255	$370 million	Vanguard
2020	3,167	$333 million	Vanguard
2019	3,033	$284 million	Vanguard
2018	2,955	$241 million	Vanguard
2017	4,029	$245 million	Vanguard
2016	1,203	$126 million	Vanguard
2015	1,176	$122 million	Vanguard
2014	1,107	$121 million	Vanguard
2013	1,181	$117 million	Vanguard
2012	1,159	$99.6 million	Vanguard
2011	1,158	$87.7 million	Vanguard
2010	1,165	$87.1 million	Vanguard
2009	1,275	$76.6 million	Vanguard

Pension Plan for Employees of Coca-Cola Beverages Northeast, Inc.

Pension (defined benefit)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 04-2614952
Participants (2024): 976
Net assets (2024): $31.6 million
Administered by: EmpowerEarlier: Merrill (2016–2021)
Plan administrator: Coca-Cola Beverages Northeast, Inc.
One Executive Park Drive
Bedford, NH 03110
(603) 627-7871As filed for 2024
In effect since: January 1, 1986

Plans merged into this one: Coca-Cola Bottling Co. of Lowell, Inc. Retirement Income Plan (2010); Pension Plan for Needham and Waltham Local No. 513 Employees of Coca-Cola Beverages Northeast, Inc. (2021); Pension Plan for Legacy and Lowell Employees of Coca-Cola Beverages Northeast, Inc. (2025).

Earlier sponsor: Coca-Cola Bottling Company of Northern New England (2009–2018).

Earlier plan names: Pension Plan for the Employees of Coca-Cola Bottling Company of Northern New England; Pension Plan for the Employees of Ccnne.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	976	$31.6 million	Empower
2023	1,563	$101 million	Empower
2022	1,557	$90.5 million	Empower
2021	1,517	$131 million	Merrill
2020	1,546	$132 million	Merrill
2019	1,935	$117 million	Merrill
2018	2,029	$97.2 million	Merrill
2017	2,147	$107 million	Merrill
2016	1,040	$91.8 million	Merrill
2015	1,116	$88.8 million	not listed
2014	1,137	$91.5 million	not listed
2013	1,283	$79.0 million	not listed
2012	1,324	$86.5 million	not listed
2011	1,339	$75.1 million	not listed
2010	1,243	$43.9 million	not listed
2009	1,287	$37.3 million	not listed

Pension Plan for Legacy and Lowell Employees of Coca-Cola Beverages Northeast, Inc.

Pension (defined benefit), frozenMerged

Merged. In 2025 its assets moved to the Pension Plan for Employees of Coca-Cola Beverages Northeast, Inc., sponsored by Coca-Cola Beverages Northeast, Inc. (EIN 04-2614952, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number: 004Employer EIN 04-2614952
Participants (2024): 559
Net assets (2024): $66.7 million
Administered by: PrincipalEarlier: Empower (2024)
Plan administrator: Coca-Cola Beverages Northeast, Inc.
One Executive Park Drive
Bedford, NH 03110
(603) 627-7871As filed for 2025
In effect since: January 1, 2024

Year by year, 2024 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	0	$0	Principal
2024	559	$66.7 million	Empower

Pension Plan for Needham and Waltham Local No. 513 Employees of Coca-Cola Beverages Northeast, Inc.

Pension (defined benefit), frozenMerged

Merged. In 2021 its assets moved to the Pension Plan for Employees of Coca-Cola Beverages Northeast, Inc., sponsored by Coca-Cola Beverages Northeast, Inc. (EIN 04-2614952, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number: 003Employer EIN 04-2614952
Participants (2020): 419
Net assets (2020): $4.8 million
Plan administrator: Coca-Cola Beverages Northeast, Inc.
One Executive Park Drive
Bedford, NH 03110
(603) 627-6129As filed for 2021
In effect since: March 31, 2020

Year by year, 2020 to 2021

Plan year	Participants	Net assets	Recordkeeper
2021	0	$0	not listed
2020	419	$4.8 million	not listed

Coca-Cola Bottling Co. of Lowell, Inc. Retirement Income Plan

Pension (defined benefit)Merged

Merged. In 2010 its assets moved to the Pension Plan for the Employees of Coca-Cola Bottling Company of Nne, sponsored by Coca-Cola Beverages Northeast, Inc. (EIN 04-2614952, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number: 123Employer EIN 04-2614952
Participants (2009): 117
Net assets (2009): $2.5 million
Plan administrator: Coca-Cola Bottling Company of Nne
One Executive Park Drive
Bedford, NH 03110
(603) 627-7871As filed for 2010
In effect since: June 1, 1971

Year by year, 2009 to 2010

Plan year	Participants	Net assets	Recordkeeper
2010	0	$0	not listed
2009	117	$2.5 million	not listed

If you had money in one of these plans

Call Vanguard (investor.vanguard.com), which runs the Coca Cola Beverages Northeast, Inc. Incentive Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((603) 627-6142). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.