401(k) · DOL Form 5500 · 2022

Jim Beam Brands Co. 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
642
Participants Below avg headcount
86th
Percentile by assets National rank
$64,419
Avg per participant Low balance/head
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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.

  • #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.

#16,495
in Manufacturing (20,602 peers)
-12.2%
assets change YoY
0.4×
vs typical plan assets (national mean)

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's outsized position by total assets

Jim Beam Brands Company Union 401(k) Plan vs every filed plan by assets

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

$41,356,967 Top 14% higher than 86% 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

Jim Beam Brands Company Union 401(k) 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. Jim Beam Brands Company Union 401(k) Plan sits mid-pack in the medium band (642 participants).

EBSA filing schedule strip

Filing strip 132581196 · Jim Beam Brands Co. PY 2022 · 401(k)

Jim Beam Brands Company Union 401(k) Plan · $41M · 642 · 86th

  • PART $41M
  • TYPE 642
  • NET 86th
  • BOOK 401(k)
  • VS-ST near Brazeway Savings Plan
  • BOY ind #16495

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 Illinois →

Jim Beam Brands Company Union 401(k) Plan in the asset neighbourhood

Best-One Tire & Service 401(k) MepBest-One Tire & Service 401(…$41MJim Beam Brands Company Union 401(k) PlanJim Beam Brands Company Unio…$41MBrazeway Savings Plan$41MLin R. Rogers Electrical Contractors, Inc. 401(k) Profit Sharing PlanLin R. Rogers Electrical Con…$41MAccruewise Pep$41M
End-of-year total assets ($M) among Jim Beam Brands Company Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$41M
Net Income-$5M
Employer EIN132581196
Plan Effective Date2002-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jim Beam Brands Co.)

Sponsor-wide plan assets over time

All Jim Beam Brands Co. plans reported in each filing year

Latest sponsor-wide plan assets
$57M 39.03257460828789% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $41.4M $57.5M ▲ +39.0%
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 Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Jim Beam Brands Company Union 401(k) Plan, Total assets ($B): 0.041356967 · Participants: 642Jim Beam Brands Company Union 401(k) PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Jim Beam Brands Company Union 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Jim Beam Brands Company Union 401(k) Plan side-by-side with 3 peers →

Jim Beam Brands Company Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Brazeway Savings Plan in MI ($41M); by covered participants it is Odle Management Group, LLC 401(k) Profit Sharing Plan in AZ (642 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($41M here).

Similar participant headcount

Nearest other-state filings by covered participants (642 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 Jim Beam Brands Company Union 401(k) Plan assets move in 2022? ▼
Jim Beam Brands Company Union 401(k) Plan pulled back noticeably - down 12.2% during 2022, from $47M to $41M. Reported net income was -$5M.
How have Jim Beam Brands Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jim Beam Brands Co.'s sponsor-wide assets grew 39.0%, from $41M to $57M.
Where does Jim Beam Brands Company Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Jim Beam Brands Company Union 401(k) Plan ranks in the 86th 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 401(k) plans are similar in size to Jim Beam Brands Company Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Brazeway Savings Plan in MI ($41M, 276 participants).
Which 401(k) plans cover a similar participant headcount to Jim Beam Brands Company Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Odle Management Group, LLC 401(k) Profit Sharing Plan in AZ (642 participants, N/A 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 132581196.

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.