401(k) · DOL Form 5500 · 2022

Pernod Ricard USA, LLC 401(k) Plan

Data updated 2026-08-25

$242M
Total assets Near avg plan size
1,179
Participants Near avg headcount
96th
Percentile by assets National rank
$205,525
Avg per participant Above avg balance/head
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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.

  • #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.

#6,660
in Wholesale Trade (6,843 peers)
-14.7%
assets change YoY
2.4×
vs typical plan assets (national mean)

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.

Savings Plan for Employees of Pernod Ricard USA, LLC's outsized position 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

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

Savings Plan for Employees of Pernod Ricard USA, LLC's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Savings Plan for Employees of Pernod Ricard USA, LLC lands in the large band (1,179 participants).

Published 5500 schedule card

Filing strip 522318616 · Pernod Ricard USA, LLC PY 2022 · 401(k)

Savings Plan for Employees of Pernod Ricard USA, LLC · $242M · 1,179 · 96th

  • BOOK $242M
  • VS-ST 1,179
  • BOY 96th
  • SCH 401(k)
  • EBSA near Guild Mortgage Company Profit Sharing 401(k) Plan
  • PART ind #6660

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 Wholesale Trade retirement plans → · Plans in New York →

Savings Plan for Employees of Pernod Ricard USA, LLC in the asset neighbourhood

Minuteclinic 401(k) Plan$243MGuild Mortgage Company Profit Sharing 401(k) PlanGuild Mortgage Company Profi…$242MSavings Plan for Employees of Pernod Ricard USA, LLCSavings Plan for Employees o…$242MBruker 401(k) Plan$242MHaley & Aldrich, Inc. Discretionary Profit Sharing & 401(k) PlanHaley & Aldrich, Inc. Discre…$242M
End-of-year total assets ($M) among Savings Plan for Employees of Pernod Ricard USA, LLC and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$284M
Net Assets (End of Year)$242M
Net Income-$42M
Employer EIN522318616
Plan Effective Date1981-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pernod Ricard USA, LLC)

Sponsor-wide plan assets over time

All Pernod Ricard USA, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$588M 16.133592349169774% vs 2022
2024 filing year
$450M$500M$550M$600M 202220232024 $506M $588M ▲ +16.1%
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 Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Savings Plan for Employees of Pernod Ricard USA, LLC, Total assets ($B): 0.242313727 · Participants: 1179Savings Plan for Employees of Pernod Ricard USA, LLCIBM 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
Savings Plan for Employees of Pernod Ricard USA, LLC vs. nearby 401(k) plans in New York, assets vs. participants
Compare Savings Plan for Employees of Pernod Ricard USA, LLC side-by-side with 3 peers →

Savings Plan for Employees of Pernod Ricard USA, LLC's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Guild Mortgage Company Profit Sharing 401(k) Plan in CA ($242M); by covered participants it is Deluxe 401(k) Plan in CA (1,179 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($242M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,179 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 Savings Plan for Employees of Pernod Ricard USA, LLC assets move in 2022? ▼
Savings Plan for Employees of Pernod Ricard USA, LLC pulled back noticeably - down 14.7% during 2022, from $284M to $242M. Reported net income was -$42M.
How have Pernod Ricard USA, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pernod Ricard USA, LLC's sponsor-wide assets grew 16.1%, from $506M to $588M.
Where does Savings Plan for Employees of Pernod Ricard USA, LLC rank by assets among Form 5500 filers? ▼
Savings Plan for Employees of Pernod Ricard USA, LLC ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Savings Plan for Employees of Pernod Ricard USA, LLC? ▼
Among 401(k) plans in other states, the closest by assets is Guild Mortgage Company Profit Sharing 401(k) Plan in CA ($242M, 5,586 participants).
Which 401(k) plans cover a similar participant headcount to Savings Plan for Employees of Pernod Ricard USA, LLC? ▼
Among 401(k) plans in other states, the closest by covered participants is Deluxe 401(k) Plan in CA (1,179 participants, $74M 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 522318616.

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.