401(k) · DOL Form 5500 · 2022
Beam Suntory Inc. 401(k) Plan
Data updated 2026-08-11
- $476M
- Total assets
- 1,788
- Participants
- 98th
- Percentile by assets
- $266,068
- Avg per participant
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.
- 98th percentile by assets (of 139,126 plans)
- #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.
- $476M
- total plan assets (2022 EOY)
- 1,788
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $266,068
- avg assets per participant
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.
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. Beam Suntory Retirement Savings Plan reports 1,788 participants - 2.3x that state average ($476M EOY assets).
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.)
| 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.
Beam Suntory Retirement Savings 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 Beam Suntory Retirement Savings Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Beam Suntory Retirement Savings Plan assets move in 2022? ▼
How have Beam Suntory Inc. plan assets changed over time? ▼
Where does Beam Suntory Retirement Savings Plan rank by assets among Form 5500 filers? ▼
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Next read for Beam Suntory Retirement Savings Plan
Filing takeaways
Ways to act on Beam Suntory Retirement Savings Plan's numbers.
- By total assets, Beam Suntory Retirement Savings Plan ranks in the top 5% 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
- Beam Suntory Inc.'s sponsor-wide assets have grown 32.7% since 2022 across 3 plan years on file. More Management of Enterprises plans