Defined Benefit (Pension) · DOL Form 5500 · 2022

Diageo North America, Inc. Pension Plan

Data updated 2026-08-25

$450M
Total assets Above avg plan size
1,546
Participants Near avg headcount
98th
Percentile by assets National rank
$291,326
Avg per participant High balance/head
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Official DOL plan name: Diageo North America, Inc. Cash Balance Pension Plan · Sponsored by Diageo North America, Inc. · New York · Manufacturing

$450M in assets, 1,546 participants

Diageo North America, Inc.'s Diageo North America, Inc. Cash Balance Pension Plan reported $450M in total assets and 1,546 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #19,806 in Manufacturing (20,602 peers)

Where Diageo North America, Inc. Cash Balance Pension Plan sits by assets

Diageo North America, Inc. Cash Balance Pension Plan sits in the top 5% of all filed plans by assets, $450M for 1,546 participants (~$291,326/participant), down 19.0% in 2022.

#19,806
in Manufacturing (20,602 peers)
-19.0%
assets change YoY
4.5×
vs typical plan assets (national mean)

The plan reported a net loss of $106M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Diageo North America, Inc. Cash Balance Pension Plan's outsized position by total assets

Diageo North America, Inc. Cash Balance Pension Plan vs every filed plan by assets

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

$450,389,252 Top 2% higher than 98% 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. Cash Balance Pension Plan'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. Diageo North America, Inc. Cash Balance Pension Plan lands in the large band (1,546 participants).

Plan-year Form 5500 strip

Filing strip 061067908 · Diageo North America, Inc. PY 2022 · Defined Benefit (Pension)

Diageo North America, Inc. Cash Balance Pension Plan · $450M · 1,546 · 98th

  • BOOK $450M
  • VS-ST 1,546
  • BOY 98th
  • SCH Defined Benefit (Pension)
  • EBSA near Local 351 IBEW Pension Plan
  • PART ind #19806

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. Cash Balance Pension Plan in the asset neighbourhood

Diageo North America, Inc. Cash Balance Pension PlanDiageo North America, Inc. C…$450MLocal 351 IBEW Pension Plan$450MUnited Food and Commercial Workers Unions and Employers Pension PlanUnited Food and Commercial W…$450MSt. Lukes Health Network Pension PlanSt. Lukes Health Network Pen…$450MRetirement Plan for Employees of S.C. Johnson & SoRetirement Plan for Employee…$449M
End-of-year total assets ($M) among Diageo North America, Inc. Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$556M
Net Assets (End of Year)$450M
Net Income-$106M
Employer EIN061067908
Plan Effective Date1969-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Diageo North America, Inc.)

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

Nearby Defined Benefit (Pension) Plans in New York

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

Diageo North America, Inc. Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 -100102030 Total assets ($B) Participants Diageo North America, Inc. Cash Balance Pension Plan, Total assets ($B): 0.450389252 · Participants: 1546Diageo North America, Inc. Cash Balance Pension 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
Diageo North America, Inc. Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Diageo North America, Inc. Cash Balance Pension Plan side-by-side with 3 peers →

Diageo North America, Inc. Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Local 351 IBEW Pension Plan in NJ ($450M); by covered participants it is Sw Oh Regional Council of Carpenters Pension Plan in MI (1,552 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,546 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. Cash Balance Pension Plan assets move in 2022? ▼
Diageo North America, Inc. Cash Balance Pension Plan declined sharply - down 19.0% during 2022, from $556M to $450M. Reported net income was -$106M.
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.
Where does Diageo North America, Inc. Cash Balance Pension Plan rank by assets among Form 5500 filers? ▼
Diageo North America, Inc. Cash Balance Pension Plan ranks in the 98th 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 Diageo North America, Inc. Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Local 351 IBEW Pension Plan in NJ ($450M, 2,011 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Diageo North America, Inc. Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Sw Oh Regional Council of Carpenters Pension Plan in MI (1,552 participants, $230M 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.