Defined Benefit (Pension) · DOL Form 5500 · 2022

Diageo North America, Inc. Pension Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
70
Participants Small participant base
85th
Percentile by assets National rank
$534,172
Avg per participant High balance/head
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Official DOL plan name: The Pension Plan for Seagram Union Employees · Sponsored by Diageo North America, Inc. · New York · Manufacturing

$37M in assets, 70 participants

Diageo North America, Inc.'s The Pension Plan for Seagram Union Employees reported $37M in total assets and 70 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #16,251 in Manufacturing (20,602 peers)

Where The Pension Plan for Seagram Union Employees sits by assets

The Pension Plan for Seagram Union Employees sits in the top quartile of all filed plans by assets, $37M for 70 participants (~$534,172/participant), down 21.2% in 2022.

#16,251
in Manufacturing (20,602 peers)
-21.2%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Pension Plan for Seagram Union Employees's outsized position by total assets

The Pension Plan for Seagram Union Employees vs every filed plan by assets

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

$37,392,049 Top 15% higher than 85% 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

The Pension Plan for Seagram Union Employees among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Pension Plan for Seagram Union Employees is a small filing (70 participants) on this national headcount ladder.

Plan-year Form 5500 strip

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

The Pension Plan for Seagram Union Employees · $37M · 70 · 85th

  • SCH $37M
  • EBSA 70
  • PART 85th
  • TYPE Defined Benefit (Pension)
  • NET near Mica Retirement Plan
  • BOOK ind #16251

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 →

The Pension Plan for Seagram Union Employees in the asset neighbourhood

Nnss Igan Pension Plan$38MNovelis Terre Haute Hourly Pension PlanNovelis Terre Haute Hourly P…$38MThe Pension Plan for Seagram Union EmployeesThe Pension Plan for Seagram…$37MMica Retirement Plan$37MPontifical Catholic University of Puerto Rico Pension PlanPontifical Catholic Universi…$37M
End-of-year total assets ($M) among The Pension Plan for Seagram Union Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$37M
Net Income-$10M
Employer EIN061067908
Plan Effective Date2001-12-21
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.

The Pension Plan for Seagram Union Employees vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants The Pension Plan for Seagram Union Employees, Total assets ($B): 0.037392049 · Participants: 70The Pension Plan for Seagram Union EmployeesIBM 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
The Pension Plan for Seagram Union Employees vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare The Pension Plan for Seagram Union Employees side-by-side with 3 peers →

The Pension Plan for Seagram Union Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Mica Retirement Plan in AZ ($37M); by covered participants it is Hulman & Company Retirement Plan in IN (70 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($37M here).

Similar participant headcount

Nearest other-state filings by covered participants (70 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 The Pension Plan for Seagram Union Employees assets move in 2022? ▼
The Pension Plan for Seagram Union Employees declined sharply - down 21.2% during 2022, from $47M to $37M. Reported net income was -$10M.
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 The Pension Plan for Seagram Union Employees rank by assets among Form 5500 filers? ▼
The Pension Plan for Seagram Union Employees ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to The Pension Plan for Seagram Union Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Mica Retirement Plan in AZ ($37M, 74 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Pension Plan for Seagram Union Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Hulman & Company Retirement Plan in IN (70 participants, $6M 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.