401(k) · DOL Form 5500 · 2022
Pernod Ricard USA, LLC 401(k) Plan
Data updated 2026-08-11
- $242M
- Total assets
- 1,179
- Participants
- 96th
- Percentile by assets
- $205,525
- Avg per participant
Official DOL plan name: Savings Plan for Employees of Pernod Ricard USA, LLC · Sponsored by Pernod Ricard USA, LLC · New York · Wholesale Trade
$242M in assets, 1,179 participants
Pernod Ricard USA, LLC's Savings Plan for Employees of Pernod Ricard USA, LLC reported $242M in total assets and 1,179 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 139,126 plans)
- #6,660 in Wholesale Trade (6,843 peers)
Where Savings Plan for Employees of Pernod Ricard USA, LLC sits by assets
Savings Plan for Employees of Pernod Ricard USA, LLC sits in the top 5% of all filed plans by assets, $242M for 1,179 participants (~$205,525/participant), down 14.7% in 2022.
- $242M
- total plan assets (2022 EOY)
- 1,179
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $205,525
- avg assets per participant
The plan reported a net loss of $42M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Savings Plan for Employees of Pernod Ricard USA, LLC sits by total assets
Savings Plan for Employees of Pernod Ricard USA, LLC vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$242,313,727 Top 4% higher than 96% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Savings Plan for Employees of Pernod Ricard USA, LLC vs the 2022 asset distribution
By assets, Savings Plan for Employees of Pernod Ricard USA, LLC outranks 96% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $284M |
|---|---|
| Net Assets (End of Year) | $242M |
| Net Income | -$42M |
| Employer EIN | 522318616 |
| Plan Effective Date | 1981-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pernod Ricard USA, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,408 | $506M |
| 2023 | 2 | 1,545 | $575M |
| 2024 | 2 | 1,516 | $588M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Savings Plan for Employees of Pernod Ricard USA, LLC vs. nearby 401(k) plans in New York, assets vs. participants
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Savings Plan for Employees of Pernod Ricard USA, LLC by total assets, not by location.
- Guild Mortgage Company Profit Sharing 401(k) Plan (CA) $242M · 5,586
- Bruker 401(k) Plan (MA) $242M · 1,210
- Haley & Aldrich, Inc. Discretionary Profit Sharing & 401(k) Plan (MA) $242M · 918
- Minuteclinic 401(k) Plan (RI) $243M · 3,737
Frequently Asked Questions
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Ways to act on Savings Plan for Employees of Pernod Ricard USA, LLC's numbers.
- By total assets, Savings Plan for Employees of Pernod Ricard USA, LLC ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Pernod Ricard USA, LLC's sponsor-wide assets have grown 16.1% since 2022 across 3 plan years on file. More Wholesale Trade plans