Defined Benefit (Pension) · DOL Form 5500 · 2022

Pernod Ricard USA, LLC Pension Plan

Data updated 2026-08-25

$264M
Total assets Near avg plan size
229
Participants Below avg headcount
96th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Pernod Ricard USA, LLC Employees' Retirement Plan · Sponsored by Pernod Ricard USA, LLC · New York · Wholesale Trade

$264M in assets, 229 participants

Pernod Ricard USA, LLC's Pernod Ricard USA, LLC Employees' Retirement Plan reported $264M in total assets and 229 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.

  • #6,675 in Wholesale Trade (6,843 peers)

Coverage in New York

Pernod Ricard USA, LLC Employees' Retirement Plan covers 229 participants in New York, about 29% of the average New York filer (state average ~798 per filing). Assets: $264M.

#6,675
in Wholesale Trade (6,843 peers)
-24.3%
assets change YoY
2.6×
vs typical plan assets (national mean)

The plan reported a net loss of $85M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pernod Ricard USA, LLC Employees' Retirement Plan's outsized position by total assets

Pernod Ricard USA, LLC Employees' Retirement Plan vs every filed plan by assets

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

$263,797,412 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

Pernod Ricard USA, LLC Employees' Retirement Plan 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. Pernod Ricard USA, LLC Employees' Retirement Plan sits mid-pack in the medium band (229 participants).

Published 5500 schedule card

Filing strip 522318616 · Pernod Ricard USA, LLC PY 2022 · Defined Benefit (Pension)

Pernod Ricard USA, LLC Employees' Retirement Plan · $264M · 229 · 96th

  • 5500 $264M
  • ASSETS 229
  • PCT 96th
  • EIN Defined Benefit (Pension)
  • RANK near Pension Plan for All Eligible Employees of Elliott Company
  • PHOTO ind #6675

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 →

Pernod Ricard USA, LLC Employees' Retirement Plan in the asset neighbourhood

Iron Workers Pension Plan of Western PennsylvaniaIron Workers Pension Plan of…$264MIpl Retirement Plan for Bargaining Unit EesIpl Retirement Plan for Barg…$264MPernod Ricard USA, LLC Employees' Retirement PlanPernod Ricard USA, LLC Emplo…$264MPension Plan for All Eligible Employees of Elliott CompanyPension Plan for All Eligibl…$264MNestle Hourly Retirement Plan$263M
End-of-year total assets ($M) among Pernod Ricard USA, LLC Employees' Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$348M
Net Assets (End of Year)$263M
Net Income-$85M
Employer EIN522318616
Plan Effective Date1986-01-01
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 Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Pernod Ricard USA, LLC Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Pernod Ricard USA, LLC Employees' Retirement Plan, Total assets ($B): 0.263797412 · Participants: 229Pernod Ricard USA, LLC Employees' Retirement PlanIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Pernod Ricard USA, LLC Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Pernod Ricard USA, LLC Employees' Retirement Plan side-by-side with 3 peers →

Pernod Ricard USA, LLC Employees' Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Pension Plan for All Eligible Employees of Elliott Company in PA ($264M); by covered participants it is Thiele Kaolin Company Retirement Plan in GA (229 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (229 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 Pernod Ricard USA, LLC Employees' Retirement Plan assets move in 2022? ▼
Pernod Ricard USA, LLC Employees' Retirement Plan declined sharply - down 24.3% during 2022, from $348M to $264M. Reported net income was -$85M.
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 Pernod Ricard USA, LLC Employees' Retirement Plan rank by assets among Form 5500 filers? ▼
Pernod Ricard USA, LLC Employees' Retirement Plan 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 Defined Benefit (Pension) plans are similar in size to Pernod Ricard USA, LLC Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan for All Eligible Employees of Elliott Company in PA ($264M, 820 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pernod Ricard USA, LLC Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Thiele Kaolin Company Retirement Plan in GA (229 participants, $108M 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.