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Benchmarking Pepsi-Cola Newburgh Bottling Co., Inc. 401(K) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris in Newburgh, NY against all plans

 

Pepsi-Cola Newburgh Bottling Co., Inc. 401(K) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris in Newburgh, NY has the 5th-highest yield on beginning-of-plan-year total assets (-11.14%) among the 227 New York plans whose economic sector is Manufacturing. That -11.14% compares to an average of -16.30% across those 227 plans.

Beating the average of -16.30% means an extra $2,141,266 in net earnings on investments.

Note: yield on beginning-of-plan-year total assets =
(100 * net earnings on investments) ÷ total assets at beginning of plan year

Pepsi-Cola Newburgh Bottling Co., Inc. 401(K) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris has these standings among those 227 peer plans:

  • yield on beginning-of-plan-year total assets = -11.14% (5th-highest)

  • net earnings on investments = -$4,620,831 (84th-lowest)

  • total assets at beginning of plan year = $41,490,099 (33rd-most)

and these values satisfy the maximum allowed for calculating yield from beginning assets:

  • asset transfers to the plan = $0

  • asset transfers from the plan = $0

and these values provide further relevant context:

  • cash contributions from participants = $1,322,000

  • cash contributions from employers = $749,241

  • total contributions = $2,142,311

Visualize

 
 

Peers

beat out by Endicott Precision, Inc. Retirement Plan in Endicott, NY (-5.05%), B & B Lumber Company, Inc. Profit Sharing Plan in Jamesville, NY (-8.57%), Richloom, Inc. Employees ' Profit Sharing & 401(K) in New York, NY (-10.93%), and Great Neck Saw Manufacturers, Inc. Profit Sharing & 401(K) Plan in Mineola, NY (-10.95%).

beat Precision Gear Industries LLC 401(K) Plan in College Point, NY (-11.70%), Aurubis Buffalo & USW Local 593 401(K) in Buffalo, NY (-11.84%), Noranda Finance Holdings LLC US Employees Savings Plan in New York, NY (-11.93%), and Diamond Paper Box Company, Inc. Section 401k Plan in Rochester, NY (-12.01%), and others, ending with Hudson Scenic Studio, Inc. Tpu Local No.1 Savings Plan in Yonkers, NY (-23.12%).

References

  1. whose economic sector is. The economic sector is the first two digits from the six-digit NAICS business code, Line 2d in Form 5500, which best describes the nature of the plan sponsor’s business, from the available list. If more than one employer or employee organization is involved, filers are asked to enter the business code for the main business activity of the employer and/or employee organizations. Except where noted, all data come from the 25-July-2024 updates to the year-2022 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
  2. in state. Except where noted, all data come from the 25-July-2024 updates to the year-2022 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
  3. yield on beginning-of-plan-year total assets. Higher values are better. To qualify, the total assets at the beginning of the plan year must be above zero, and either (1) both the asset transfers to the plan and asset transfers from the plan during the plan year must be zero, or (2) the sum of the absolute values of both asset transfers must be less than 1% of the total assets at the beginning of the plan year. If it qualifies, the yield on beginning-of-plan-year total assets (as a percentage) equals net earnings on investments divided by total assets at the beginning of the plan year, times 100. The above quantities are all from Schedule H: Assets transfer to the plan is Line 2l(1). Assets transfer from the plan is Line 2l(2). Net earnings on investments is the sum of the ten column (b) entries from 2b, minus investment advisory and management fees (Line 2i(3)). Total assets at the beginning of the plan year is Line 1f(a). Except where noted, all data come from the 25-July-2024 updates to the year-2022 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.