Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
PEPSICO, INC.
EIN 13-1584302food & beveragesLatest filing 2025
Plans
11
Retirement
4
$25.98B assets
Welfare
7
$173.0M premiums
Participants
727,814
700 ANDERSON HILL RD, BLDG 5, LEVEL 3 - PURCHASE, NY 10577914-253-2000pepsico.comLinkedIn10001+ employeesfood & beverages
Plans on this EIN
11 filings#203ESOP-$14.94B - 167,015 part#004CashBalance-$6.84B - 55,326 part#121TraditionalDB-$4.20B - 85,189 part#207ProfitSharing-$9.4M - 551 part#725Mixed-$102.8M - 14,344 lives#600Fully Insured-$65.2M - 160,376 lives#700Fully Insured-$4.9M - 16,162 lives#726Fully Insured-$10K - 7 lives#552Unknown-0 lives#630Self Funded-0 lives#737Self Funded-0 lives
Retirement portfolio analytics
4 plans aggregated / $25.98B assets / 308,081 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
58%top
- (Not disclosed)58%
- NORTHERN TRUST COMPANY42%
Participants by plan
Active + retired + deferred vested
- THE PEPSICO Savings (#203)167,015
- RETIREMENT PLAN H (#121)85,189
- RETIREMENT PLAN I (#004)55,326
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$14.94B
Participants167,015
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$9.4M
Participants551
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$102.8M
Covered lives14,344
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#600
PEPSICO GROUP INSURANCE PROGRAM
Fully Insured - SECURIAN LIFE OPTIONAL
Premiums$65.2M
Covered lives160,376
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$4.9M
Covered lives16,162
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#726
PEPSICO RETIREE HEALTH CARE PROGRAM
Fully Insured - HEALTH PLAN HAWAII PLUS/HMSA PPO
Premiums$10K
Covered lives7
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 | $14.94B | 167,015 | 2024 | |
| 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 | $9.4M | 551 | 2024 |
Welfare plans7
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 725 | PEPSICO EMPLOYEE HEALTH CARE PROGRAM | Mixed | KAISER FOUNDATION HEALTH PLAN, INC. CALIFORNIA | $102.8M | 14,344 | 2024 | |
| 600 | PEPSICO GROUP INSURANCE PROGRAM | Fully Insured | SECURIAN LIFE OPTIONAL | $65.2M | 160,376 | 2024 | |
| 700 | PEPSICO GROUP LEGAL SERVICES PLAN | Fully Insured | HYATT LEGAL PLANS, INC. | $4.9M | 16,162 | 2024 | |
| 726 | PEPSICO RETIREE HEALTH CARE PROGRAM | Fully Insured | HEALTH PLAN HAWAII PLUS/HMSA PPO | $10K | 7 | 2024 | |
| 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 | 2024 |
Retirement plans
Welfare plans