401(k) · DOL Form 5500 · 2022
Beam Suntory Inc. 401(k) Plan
Data updated 2026-08-25
- $476M
- Total assets Above avg plan size
- 1,788
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $266,068
- Avg per participant High balance/head
Official DOL plan name: Beam Suntory Retirement Savings Plan · Sponsored by Beam Suntory Inc. · Illinois · Management of Enterprises
$476M in assets, 1,788 participants
Beam Suntory Inc.'s Beam Suntory Retirement Savings Plan reported $476M in total assets and 1,788 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.
- #1,094 in Management of Enterprises (1,193 peers)
Coverage in Illinois
Beam Suntory Retirement Savings Plan covers 1,788 participants in Illinois, 2.3x the typical Illinois plan (state average ~779 per filing). Assets: $476M.
- #1,094
- in Management of Enterprises (1,193 peers)
- -14.9%
- assets change YoY
- 4.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $83M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Beam Suntory Retirement Savings Plan's outsized position by total assets
Beam Suntory Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$475,730,117 Top 2% higher than 98% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Beam Suntory Retirement Savings 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. Beam Suntory Retirement Savings Plan lands in the large band (1,788 participants).
Plan-year Form 5500 strip
Filing strip 133295276 · Beam Suntory Inc. PY 2022 · 401(k)
Beam Suntory Retirement Savings Plan · $476M · 1,788 · 98th
- EIN $476M
- RANK 1,788
- PHOTO 98th
- IND 401(k)
- EOY near Simon Property Group and Adopting Entities Matching Savings Plan
- 5500 ind #1094
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 Management of Enterprises retirement plans → · Plans in Illinois →
Beam Suntory Retirement Savings Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $559M |
|---|---|
| Net Assets (End of Year) | $476M |
| Net Income | -$83M |
| Employer EIN | 133295276 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Beam Suntory Inc.)
Sponsor-wide plan assets over time
All Beam Suntory Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $631M 32.67579567597567% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,788 | $476M |
| 2023 | 1 | 1,981 | $577M |
| 2024 | 1 | 2,062 | $631M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Beam Suntory Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Simon Property Group and Adopting Entities Matching Savings Plan in IN ($476M); by covered participants it is Neuberger Berman Group 401(k) Plan in NY (1,787 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($476M here).
- Simon Property Group and Adopting Entities Matching Savings Plan (IN) $476M · 3,271
- Husch Blackwell LLP 401(k) Plan (MO) $476M · 1,325
- S & B Engineers and Constructors, Ltd. Retirement Savings Plan (TX) $475M · 4,878
- Ugi Utilities, Inc. Savings Plan (PA) $476M · 2,360
Similar participant headcount
Nearest other-state filings by covered participants (1,788 participants); asset peers above are excluded.
- Neuberger Berman Group 401(k) Plan (NY) 1,787 · 1 off
- Detroit Diesel UAW 163 Hourly Savings Plan (OR) 1,787 · 1 off
- Workiva 401(k) Plan (IA) 1,789 · 1 off
- Engel Burman Senior Housing 401(k) Plan (NY) 1,787 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.