Defined Benefit (Pension) · DOL Form 5500 · 2022
Beam Global Spirits & Wine, Inc. Pension Plan
Data updated 2026-08-11
- $212M
- Total assets
- 348
- Participants
- 96th
- Percentile by assets
- $608,166
- Avg per participant
Official DOL plan name: Beam Pension Plan · Sponsored by Beam Global Spirits & Wine, Inc. · Illinois · Manufacturing
$212M in assets, 348 participants
Beam Global Spirits & Wine, Inc.'s Beam Pension Plan reported $212M in total assets and 348 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 139,126 plans)
- #19,235 in Manufacturing (20,602 peers)
Coverage in Illinois
Beam Pension Plan covers 348 participants in Illinois, about 45% of the average Illinois filer (state average ~779 per filing). Assets: $212M.
- $212M
- total plan assets (2022 EOY)
- 348
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $608,166
- avg assets per participant
The plan reported a net loss of $82M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Beam Pension Plan sits by total assets
Beam Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$211,641,889 Top 4% higher than 96% 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
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. Beam Pension Plan reports 348 participants - about 45% of that state average ($212M EOY assets).
Illinois filing particulars
| Total Assets (Beginning of Year) | $294M |
|---|---|
| Net Assets (End of Year) | $211M |
| Net Income | -$82M |
| Employer EIN | 364054676 |
| Plan Effective Date | 1965-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Beam Global Spirits & Wine, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 348 | $212M |
| 2023 | 1 | 318 | $170M |
| 2024 | 1 | 295 | $159M |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Beam Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
- Central States, Southeast & Southwest Areas Pension Plan $42.6B · 50,096
- State Farm Insurance Companies Retirement Plan for United States Employees $32.1B · 49,052
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.0B · 20,170
- John Deere Pension Plan for Salaried Employees $7.3B · N/A
- Abbott Laboratories Annuity Retirement Plan $6.8B · 16,809
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Beam Pension Plan by total assets, not by location.
- Lear Corporation Pension Plan (MI) $212M · 633
- Libbey Hourly Retirement Plan (OH) $211M · 418
- Nc Farm Bureau Mutual Insurance Company Retirement Plan (NC) $211M · 1,168
- Pension Plan for the Employees of Caromont Health (NC) $213M · 709
Frequently Asked Questions
How did Beam Pension Plan assets move in 2022? ▼
How have Beam Global Spirits & Wine, Inc. plan assets changed over time? ▼
Where does Beam Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Beam Pension Plan? ▼
Next read for Beam Pension Plan
Filing takeaways
Ways to act on Beam Pension Plan's numbers.
- By total assets, Beam Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Illinois. Compare plans
- Beam Global Spirits & Wine, Inc.'s sponsor-wide assets have declined 24.9% since 2022 across 3 plan years on file. More Manufacturing plans