401(k) · DOL Form 5500 · 2022
Jim Beam Brands Co. 401(k) Plan
Data updated 2026-08-11
- $41M
- Total assets
- 642
- Participants
- 86th
- Percentile by assets
- $64,419
- Avg per participant
Official DOL plan name: Jim Beam Brands Company Union 401(k) Plan · Sponsored by Jim Beam Brands Co. · Illinois · Manufacturing
$41M in assets, 642 participants
Jim Beam Brands Co.'s Jim Beam Brands Company Union 401(k) Plan reported $41M in total assets and 642 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.
- 86th percentile by assets (of 139,126 plans)
- #16,495 in Manufacturing (20,602 peers)
Where Jim Beam Brands Company Union 401(k) Plan sits by assets
Jim Beam Brands Company Union 401(k) Plan sits in the top quartile of all filed plans by assets, $41M for 642 participants (~$64,419/participant), down 12.2% in 2022.
- $41M
- total plan assets (2022 EOY)
- 642
- covered participants
- 86th
- percentile by assets (of 139,126 plans)
- $64,419
- avg assets per participant
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Jim Beam Brands Company Union 401(k) Plan vs the 2022 asset distribution
By assets, Jim Beam Brands Company Union 401(k) Plan outranks 86% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $47M |
|---|---|
| Net Assets (End of Year) | $41M |
| Net Income | -$5M |
| Employer EIN | 132581196 |
| Plan Effective Date | 2002-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jim Beam Brands Co.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 642 | $41M |
| 2023 | 1 | 718 | $49M |
| 2024 | 1 | 687 | $57M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Jim Beam Brands Company Union 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Jim Beam Brands Company Union 401(k) Plan by total assets, not by location.
- Brazeway Savings Plan (MI) $41M · 276
- Accruewise Pep (NJ) $41M · 771
- Lin R. Rogers Electrical Contractors, Inc. 401(k) Profit Sharing Plan (GA) $41M · 893
- Best-One Tire & Service 401(k) Mep (IN) $41M · 1,392
Frequently Asked Questions
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Scale reading
Ways to act on Jim Beam Brands Company Union 401(k) Plan's numbers.
- By total assets, Jim Beam Brands Company Union 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
- Jim Beam Brands Co.'s sponsor-wide assets have grown 39.0% since 2022 across 3 plan years on file. More Manufacturing plans