Coca-Cola Bottling Company United 401(k) match, vesting and fees

Plan year 2024 filingCoca-Cola Bottling Company United, Inc. 401(k) Plan · Plan 003 · EIN 58-0148710Updated Oct 2026

What Coca-Cola Bottling Company United's 401(k) plan says about matching contributions

The match terms have not been published from this plan's filing yet.
The plan year 2024 filing reports $26.9M in employer contributions, about $2,466 per participant. That total includes any match and profit-sharing; it is not a match formula. Plan year 2024 Form 5500 ↗
$55,801
Average account balance
11,630
Participants (end of year)
$610M
Plan assets (end of year)
0.16%
Admin expenses ÷ assets

Plan features

Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.

RecordkeeperFidelity Investments InstitutionalSchedule C ↗
Independent auditorWarren Averett, LLC (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗

How the plan compares

Plan year 2024 medians for 203 defined-contribution plans in manufacturing with 10,000 to 49,999 participants.

Coca-Cola Bottling Company United: employer contribution per participant$2,466
Peer median$3,733
Coca-Cola Bottling Company United: average balance$55,801
Peer median$157,962
Coca-Cola Bottling Company United: admin expenses ÷ assets0.16%
Peer median0.05%

Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.

Plan history

Plan assets went from $512M at the end of plan year 2021 to $610M at the end of plan year 2024.

$512M2021$436M2022$530M2023$610M2024
End-of-year figures from each plan year's Form 5500 filing for the Coca-Cola Bottling Company United plan.
Plan yearParticipantsAssetsEmployer contributionsPer participantAdmin expense ratioMatch formulaFiling
202411,630$610M$26.9M$2,4660.16%Not publishedForm 5500 ↗
202310,901$530M$25.5M$2,3780.21%Not publishedForm 5500 ↗
202210,733$436M$23.7M$2,3080.20%Not publishedForm 5500 ↗
202110,006$512M$22.3M$2,2690.22%Not publishedForm 5500 ↗

Other Coca-Cola Bottling Company United plans (1)

Each plan files its own Form 5500. Figures are from each plan's latest filing.

Coca-Cola Bottling Company United, Inc. Retirement Plan

Plan 001 · EIN 58-0148710 · plan year 2024 filing
$99,279
Average account balance
2,159
Participants (end of year)
$214M
Plan assets (end of year)
0.48%
Admin expenses ÷ assets

Plan features

Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.

Independent auditorWarren Averett, LLC (unmodified opinion, limited scope)Schedule H ↗
Plan type and statusPension (defined benefit) · ActiveForm 5500 ↗

Common questions

Does Coca-Cola Bottling Company United match 401(k) contributions?

The match terms for the Coca-Cola Bottling Company United, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $26.9M in employer contributions, about $2,466 per participant. That total includes any match and profit-sharing; it is not a match formula.

When is the Coca-Cola Bottling Company United 401(k) match vested?

The vesting schedule for the Coca-Cola Bottling Company United, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.

Who manages the Coca-Cola Bottling Company United 401(k)?

The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Coca-Cola Bottling Company United, Inc..

I left Coca-Cola Bottling Company United. How do I find my old 401(k)?

Your account stays in the plan until you move it. Contact the plan administrator (Coca-Cola Bottling Company United, Inc., (205) 849-4681) or the recordkeeper, Fidelity Investments Institutional. The Coca-Cola Bottling Company United old 401(k) page lists the contacts from every plan filing. Find an old Coca-Cola Bottling Company United 401(k)

Data from the public Form 5500 annual reports Coca-Cola Bottling Company United filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Coca-Cola Bottling Company United. Not financial advice. Report a correction · Methodology