401(k) · DOL Form 5500 · 2022

Diageo North America, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
686
Participants Below avg headcount
67th
Percentile by assets National rank
$16,044
Avg per participant Low balance/head
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Official DOL plan name: Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees · Sponsored by Diageo North America, Inc. · New York · Manufacturing

$11M in assets, 686 participants

Diageo North America, Inc.'s Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees reported $11M in total assets and 686 participants in its 2022 DOL Form 5500 filing, ranking in the 67th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #11,246 in Manufacturing (20,602 peers)

Diageo North America, Inc. multi-year trail

Diageo North America, Inc.'s plans moved +16.0% in assets from 2022 to 2024; this filing shows Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees at $11M / 686 participants.

#11,246
in Manufacturing (20,602 peers)
-18.9%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees's outsized position by total assets

Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$11,005,997 Top 33% higher than 67% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees sits mid-pack in the medium band (686 participants).

Published 5500 schedule card

Filing strip 061067908 · Diageo North America, Inc. PY 2022 · 401(k)

Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees · $11M · 686 · 67th

  • PART $11M
  • PART 686
  • PART 67th
  • PART 401(k)
  • PART near Wilson Manufacturing Company, Inc. 401(k) Profit Sharing Plan
  • PART ind #11246

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Manufacturing retirement plans → · Plans in New York →

Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees in the asset neighbourhood

Diageo North America, Inc. 401(k) Retirement Savings Plan for Union EmployeesDiageo North America, Inc. 4…$11MWilson Manufacturing Company, Inc. 401(k) Profit Sharing PlanWilson Manufacturing Company…$11MInstitute of Community Services, Inc. 403(b) Retirement PlanInstitute of Community Servi…$11MHorner & Shifrin 401(k) Plan$11MSchuster Co Inc 401(k) P/S$11M
End-of-year total assets ($M) among Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Diageo North America, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Diageo North America, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.1B 15.978242396181427% vs 2022
2024 filing year
$0.85B$0.9B$0.95B$1B$1.05B$1.1B 202220232024 $0.91B $1.05B ▲ +15.4%
Year Plans Participants Total Assets
2022 7 4,419 $908M
2023 7 4,620 $1.0B
2024 7 4,714 $1.1B

Diageo North America, Inc. filing trail (2022)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$11M
Net Income-$3M
Employer EIN061067908
Plan Effective Date1944-09-07
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees, Total assets ($B): 0.011005997 · Participants: 686Diageo North America, Inc. 401(k) Retirement Savings Plan for Union EmployeesIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees vs. nearby 401(k) plans in New York, assets vs. participants
Compare Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees side-by-side with 3 peers →

Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Wilson Manufacturing Company, Inc. 401(k) Profit Sharing Plan in MO ($11M); by covered participants it is D'amico Holding Company 401(k) Plan in MN (686 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (686 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees assets move in 2022? ▼
Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees declined sharply - down 18.9% during 2022, from $14M to $11M. Reported net income was -$3M.
How have Diageo North America, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Diageo North America, Inc.'s sponsor-wide assets grew 16.0%, from $908M to $1.1B.
Which 401(k) plans are similar in size to Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees? ▼
Among 401(k) plans in other states, the closest by assets is Wilson Manufacturing Company, Inc. 401(k) Profit Sharing Plan in MO ($11M, 137 participants).
Which 401(k) plans cover a similar participant headcount to Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is D'amico Holding Company 401(k) Plan in MN (686 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 061067908.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.