Coca-Cola 401(k) and pension plans

The Coca-Cola Company, Atlanta, GA. EIN 58-0628465. Annual reports 2009–2024.

The Coca-Cola Company has 2 active retirement plans on file. The largest is the The Coca-Cola Company Pension Plan, with 48,892 participants and $3.8 billion in assets in 2024.

Active plans
2
Participants
69,263
Plan assets
$7.6 billion
Plans on file
7
Industry
Manufacturing

All 7 plans

Active plans first

The Coca-Cola Company Pension Plan

Pension (defined benefit)Active

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

Plan number
004Employer EIN 58-0628465
Participants (2024)
48,892
Net assets (2024)
$3.8 billion
Plan administrator
The Coca-Cola Company Benefits Committee
P.O. Box 1734
Atlanta, GA 30301
(404) 676-2121As filed for 2024
In effect since
January 1, 2012

Plans merged into this one: The Coca-Cola Company Union Employees' Retirement Plan (2022); The Coca-Cola Company Pension Plan (2012); Midwest CCBC Pension Plan for Bargaining Employees (2022); The Coca-Cola Bottling Company of New York & Teamsters Local 125 Jointly Administered Pension Plan (2022); Coca-Cola Refreshments Bargaining Employees' Pension Plan (2017); Coca-Cola Refreshments Employees' Pension Plan (2012).

Earlier plan names: The Coca-Cola Company Cash Balance Pension Plan.

Year by year, 2012 to 2024
Plan yearParticipantsNet assetsRecordkeeper
202448,892$3.8 billionnot listed
202350,843$4.1 billionnot listed
202254,894$4.4 billionnot listed
202153,620$5.2 billionnot listed
202055,836$5.2 billionnot listed
201957,026$5.0 billionnot listed
201858,028$4.6 billionnot listed
201773,170$5.8 billionnot listed
201673,485$5.2 billionnot listed
201578,923$5.2 billionnot listed
201490,777$5.5 billionnot listed
201391,708$5.5 billionnot listed
201291,562$5.2 billionnot listed

The Coca-Cola Company 401K Plan

401(k) with ESOPActive

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

Plan number
002Employer EIN 58-0628465
Participants (2024)
20,371
Net assets (2024)
$3.8 billion
Last listed recordkeeper
Merrill2009–2011
Plan administrator
The Coca-Cola Benefits Committee
Po Box 1734
Atlanta, GA 30301
(404) 676-2121As filed for 2024
In effect since
July 1, 1960

Plans merged into this one: Coca-Cola Refreshments Matched Employee Savings and Investment Plan (2011); Coca-Cola Refreshments Bargaining Employees' 401K Plan (2017); Great Plains Coca-Cola Bottling Co Savings on Deferred Accounts & Participation on Profits Plan (2012).

Earlier plan names: The Coca-Cola Company Thrift & Investment Plan; The Coca-Cola Company 401(k) Plan.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
202420,371$3.8 billionnot listed
202320,725$3.5 billionnot listed
202221,506$3.4 billionnot listed
202121,964$3.8 billionnot listed
202023,299$3.8 billionnot listed
201930,777$3.7 billionnot listed
201830,256$3.3 billionnot listed
201732,600$3.8 billionnot listed
201656,588$4.4 billionnot listed
201564,219$4.5 billionnot listed
201468,141$4.7 billionnot listed
201367,656$4.6 billionnot listed
201268,167$3.9 billionnot listed
201111,895$3.5 billionMerrill
201011,647$1.8 billionMerrill
200911,434$1.6 billionMerrill

The Coca-Cola Company Union Employees' Retirement Plan

Pension (defined benefit)Merged

Merged. In 2022 its assets moved to the The Coca-Cola Company Pension Plan, sponsored by The Coca-Cola Company (EIN 58-0628465, plan 004). Accounts moved with them, so that plan is the one to contact.

Plan number
014Employer EIN 58-0628465
Participants (2021)
1,083
Net assets (2021)
$51.9 million
Plan administrator
The Coca-Cola Company Benefits Committee
P.O. Box 1734
Atlanta, GA 30301
(404) 676-2121As filed for 2022
In effect since
May 1, 1973

Earlier plan names: The Coca-Cola Company Union Employees Retirement Plan.

Year by year, 2009 to 2022
Plan yearParticipantsNet assetsRecordkeeper
20220$0not listed
20211,083$51.9 millionnot listed
20201,051$47.9 millionnot listed
20191,032$44.0 millionnot listed
20181,002$39.0 millionnot listed
2017926$41.5 millionnot listed
2016872$37.3 millionnot listed
2015872$34.1 millionnot listed
2013870$32.1 millionnot listed
2012854$29.0 millionnot listed
2011817$21.6 millionnot listed
2010804$21.1 millionnot listed
2009817$18.4 millionnot listed

The Coca-Cola Company 401K Plan for Portland

401(k)Merged

Merged. In 2013 its assets moved to the Coca-Cola Refreshments Bargaining Employees' 401K Plan, sponsored by Coca-Cola Refreshments USA, Inc. (EIN 58-0503352, plan 003). Accounts moved with them, so that plan is the one to contact.

Plan number
017Employer EIN 58-0628465
Participants (2012)
27
Net assets (2012)
$1.6 million
Plan administrator
The Coca-Cola Benefits Committee
Po Box 1734
Atlanta, GA 30301
(404) 676-2121As filed for 2013
In effect since
January 1, 2012

Earlier plan names: The Coca-Cola Company 401(k) Plan for Portland.

Year by year, 2012 to 2013
Plan yearParticipantsNet assetsRecordkeeper
20130$0not listed
201227$1.6 millionnot listed

Coca-Cola Refreshments 401K Plan for Ontario

401(k)Merged

Merged. In 2013 its assets moved to the Coca-Cola Refreshments Bargaining EMPLOYEES'401K Plan, sponsored by Coca-Cola Refreshments USA, Inc. (EIN 58-0503352, plan 003). Accounts moved with them, so that plan is the one to contact.

Plan number
016Employer EIN 58-0628465
Participants (2012)
97
Net assets (2012)
$5.5 million
Plan administrator
The Coca-Cola Benefits Committee
Po Box 1734
Atlanta, GA 30301
(404) 676-2121As filed for 2013
In effect since
January 1, 2012

Earlier plan names: Coca-Cola Refreshments 401(k) Plan for Ontario.

Year by year, 2012 to 2013
Plan yearParticipantsNet assetsRecordkeeper
20130$0not listed
201297$5.5 millionnot listed

The Coca-Cola Company Pension Plan

Pension (defined benefit)Merged

Merged. In 2012 its assets moved to the The Coca-Cola Company Cash Balance Pension Plan, sponsored by The Coca-Cola Company (EIN 58-0628465, plan 004). Accounts moved with them, so that plan is the one to contact.

Plan number
001Employer EIN 58-0628465
Participants (2011)
20,527
Net assets (2011)
$2.4 billion
Plan administrator
The Coca-Cola Company Benefits Committee
P.O. Box 1734
Atlanta, GA 30301
(404) 676-2121As filed for 2012
In effect since
July 1, 1948

Earlier plan names: Employee Retirement Plan of the Coca-Cola Company.

Year by year, 2009 to 2012
Plan yearParticipantsNet assetsRecordkeeper
20120$0not listed
201120,527$2.4 billionnot listed
201020,618$2.1 billionnot listed
200920,478$1.9 billionnot listed

The Coca-Cola Company 401(k) Plan for Union Employees

401(k) with ESOPMerged

Merged. In 2011 its assets moved to the Coca-Cola Refreshment Sip for Certain Bargaining Employees, sponsored by Coca-Cola Refreshments USA, Inc. (EIN 58-0503352, plan 016). Accounts moved with them, so that plan is the one to contact.

Plan number
015Employer EIN 58-0628465
Participants (2010)
83
Net assets (2010)
$13,694
Plan administrator
The Coca-Cola Company Benefits Committee
P.O. Box 1734
Atlanta, GA 30301
(404) 676-2121As filed for 2011
In effect since
January 1, 2005
Year by year, 2009 to 2011
Plan yearParticipantsNet assetsRecordkeeper
20110$0not listed
201083$13,694not listed
200980$5,848not listed

If you had money in one of these plans

  1. Or call the plan administrator listed on the plan below ((404) 676-2121). That number was filed for 2024; ask for the benefits or retirement plan office.
  2. 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.
  3. 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

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

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