Ozarks Coca-Cola/Dr Pepper Bottling 401(k) match, vesting and fees
What Ozarks Coca-Cola/Dr Pepper Bottling's 401(k) plan says about matching contributions
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.
| Recordkeeper | John Hancock USA | Schedule C ↗ |
| Independent auditor | Kpm Cpas, PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,612 defined-contribution plans in manufacturing with 500 to 999 participants.
| Ozarks Coca-Cola/Dr Pepper Bottling: employer contribution per participant | $2,901 | |
| Peer median | $2,038 |
| Ozarks Coca-Cola/Dr Pepper Bottling: average balance | $61,581 | |
| Peer median | $72,907 |
| Ozarks Coca-Cola/Dr Pepper Bottling: admin expenses ÷ assets | 0.56% | |
| Peer median | 0.20% |
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 $37.4M at the end of plan year 2021 to $44M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 721 | $44M | $2.1M | $2,901 | 0.56% | Not published | Form 5500 ↗ |
| 2023 | 753 | $37.2M | $2M | $2,945 | 0.57% | Not published | Form 5500 ↗ |
| 2022 | 647 | $29.9M | $1.7M | $2,569 | 0.56% | Not published | Form 5500 ↗ |
| 2021 | 607 | $37.4M | $1.5M | $2,539 | 0.51% | Not published | Form 5500 ↗ |
Other Ozarks Coca-Cola/Dr Pepper Bottling plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Ozarks Coca-Cola Dr Pepper Bottling Company Union 401(k) Plan
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.
| Recordkeeper | John Hancock USA | Schedule C ↗ |
| Independent auditor | Kpm Cpas, PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Ozarks Coca-Cola/Dr Pepper Bottling Company Union 401(k) Plan
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.
| Recordkeeper | Advanced Plan Designs | Schedule C ↗ |
| Independent auditor | Kpm Cpas, PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Ozarks Coca-Cola/Dr Pepper Bottling match 401(k) contributions?
The match terms for the Ozarks Coca-Cola/Dr Pepper Bottling Company 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $2.1M in employer contributions, about $2,901 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Ozarks Coca-Cola/Dr Pepper Bottling 401(k) match vested?
The vesting schedule for the Ozarks Coca-Cola/Dr Pepper Bottling Company 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Ozarks Coca-Cola/Dr Pepper Bottling 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is John Hancock USA. The plan administrator is Ozarks Coca-Cola/Dr Pepper Bottling Company.
I left Ozarks Coca-Cola/Dr Pepper Bottling. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Ozarks Coca-Cola/Dr Pepper Bottling Company, (417) 865-9900) or the recordkeeper, John Hancock USA. The Ozarks Coca-Cola/Dr Pepper Bottling old 401(k) page lists the contacts from every plan filing. Find an old Ozarks Coca-Cola/Dr Pepper Bottling 401(k)
Data from the public Form 5500 annual reports Ozarks Coca-Cola/Dr Pepper Bottling 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 Ozarks Coca-Cola/Dr Pepper Bottling. Not financial advice. Report a correction · Methodology