Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
PEPSICO, INC.
EIN 13-1584302food & beveragesLatest filing 2025
Plans
11
Retirement
4
$27.75B assets
Welfare
7
$173.1M premiums
Participants
741,943
700 ANDERSON HILL ROAD, BLDG 3, LEVEL 2 - PURCHASE, NY 105771444914-253-2000pepsico.comLinkedIn10001+ employeesfood & beverages
Plans on this EIN
11 filings#203ESOP-$16.71B - 161,067 part#004CashBalance-$6.84B - 55,326 part#121TraditionalDB-$4.20B - 85,189 part#207ProfitSharing-$12.1M - 568 part#725Mixed-$99.8M - 12,594 lives#600Fully Insured-$67.8M - 153,160 lives#700Fully Insured-$5.5M - 17,817 lives#726Fully Insured-$65K - 4 lives#552Unknown-0 lives#630Self Funded-0 lives#737Self Funded-0 lives
Retirement portfolio analytics
4 plans aggregated / $27.75B assets / 302,150 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
60%top
- (Not disclosed)60%
- NORTHERN TRUST COMPANY40%
Participants by plan
Active + retired + deferred vested
- THE PEPSICO Savings (#203)161,067
- RETIREMENT PLAN H (#121)85,189
- RETIREMENT PLAN I (#004)55,326
Benefits portfolio analytics
7 plans / $173.1M premiums / 183,575 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$61.7M
- Other$11.5M
- Dental$3.1M
- Health$65K
Carrier market share
Premium dollars by Schedule A carrier
47%top
- KAISER FOUNDATION HEALTH PLAN INC47%
- SECURIAN LIFE INSURANCE COMPANY39%
- UNITEDHEALTHCARE INSURANCE COMPANY4%
- HYATT LEGAL PLANS3%
- HAWAII MEDICAL SERVICE ASSOCIATION2%
- +3 more
Broker market share
Schedule A broker compensation
100%top
- MERCER HEALTH AND BENEFITS, LLC100%
- AMERICAN BENEFITS CONSULTING LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#203
THE PEPSICO SAVINGS PLAN
ESOP
Assets$16.71B
Participants161,067
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
PEPSICO EMPLOYEES RETIREMENT PLAN I
CashBalance
Assets$6.84B
Participants55,326
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#121
PEPSICO, INC. EMPLOYEES RETIREMENT PLAN H
TraditionalDB
Assets$4.20B
Participants85,189
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#207
PEPSICO PUERTO RICO SAVINGS AND RETIREMENT PLAN
ProfitSharing
Assets$12.1M
Participants568
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#725
PEPSICO EMPLOYEE HEALTH CARE PROGRAM
Mixed - KAISER FOUNDATION HEALTH PLAN, INC. CALIFORNIA
Premiums$99.8M
Covered lives12,594
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#600
PEPSICO GROUP INSURANCE PROGRAM
Fully Insured - SECURIAN LIFE OPTIONAL
Premiums$67.8M
Covered lives153,160
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#700
PEPSICO GROUP LEGAL SERVICES PLAN
Fully Insured - HYATT LEGAL PLANS, INC.
Premiums$5.5M
Covered lives17,817
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#726
PEPSICO RETIREE HEALTH CARE PROGRAM
Fully Insured - KAISER PERMANENTE NORTHERN CA
Premiums$65K
Covered lives4
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#552
THE QUAKER INCOME SECURITY PLAN PEPSICO, INC.
Unknown
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#630
PEPSICO DISABILITY PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#737
PEPSICO SEVERANCE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans4
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 203 | THE PEPSICO SAVINGS PLAN | ESOP | $16.71B | 161,067 | 2025 | |
| 004 | PEPSICO EMPLOYEES RETIREMENT PLAN I | CashBalance | $6.84B | 55,326 | 2024 | |
| 121 | PEPSICO, INC. EMPLOYEES RETIREMENT PLAN H | TraditionalDB | $4.20B | 85,189 | 2024 | |
| 207 | PEPSICO PUERTO RICO SAVINGS AND RETIREMENT PLAN | ProfitSharing | $12.1M | 568 | 2025 |
Welfare plans7
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 725 | PEPSICO EMPLOYEE HEALTH CARE PROGRAM | Mixed | KAISER FOUNDATION HEALTH PLAN, INC. CALIFORNIA | $99.8M | 12,594 | 2025 | |
| 600 | PEPSICO GROUP INSURANCE PROGRAM | Fully Insured | SECURIAN LIFE OPTIONAL | $67.8M | 153,160 | 2025 | |
| 700 | PEPSICO GROUP LEGAL SERVICES PLAN | Fully Insured | HYATT LEGAL PLANS, INC. | $5.5M | 17,817 | 2025 | |
| 726 | PEPSICO RETIREE HEALTH CARE PROGRAM | Fully Insured | KAISER PERMANENTE NORTHERN CA | $65K | 4 | 2025 | |
| 552 | THE QUAKER INCOME SECURITY PLAN PEPSICO, INC. | Unknown | - | $0 | 0 | 2025 | |
| 630 | PEPSICO DISABILITY PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 737 | PEPSICO SEVERANCE PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans