Defined Benefit (Pension) · DOL Form 5500 · 2022

Beam Global Spirits & Wine, Inc. Pension Plan

Data updated 2026-08-25

$212M
Total assets Near avg plan size
348
Participants Below avg headcount
96th
Percentile by assets National rank
$608,166
Avg per participant High balance/head
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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.

  • #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.

#19,235
in Manufacturing (20,602 peers)
-28.0%
assets change YoY
2.1×
vs typical plan assets (national mean)

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.

Beam Pension Plan's outsized position 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

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

Beam Pension 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. Beam Pension Plan sits mid-pack in the medium band (348 participants).

Published 5500 schedule card

Filing strip 364054676 · Beam Global Spirits & Wine, Inc. PY 2022 · Defined Benefit (Pension)

Beam Pension Plan · $212M · 348 · 96th

  • EOY $212M
  • EOY 348
  • EOY 96th
  • EOY Defined Benefit (Pension)
  • EOY near Lear Corporation Pension Plan
  • EOY ind #19235

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 →

Beam Pension Plan in the asset neighbourhood

Pension Plan for the Employees of Caromont HealthPension Plan for the Employe…$213MLear Corporation Pension Plan$212MBeam Pension Plan$212MLibbey Hourly Retirement Plan$211MNc Farm Bureau Mutual Insurance Company Retirement PlanNc Farm Bureau Mutual Insura…$211M
End-of-year total assets ($M) among Beam Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$294M
Net Assets (End of Year)$211M
Net Income-$82M
Employer EIN364054676
Plan Effective Date1965-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beam Global Spirits & Wine, Inc.)

Sponsor-wide plan assets over time

All Beam Global Spirits & Wine, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$159M 24.885541916515404% vs 2022
2024 filing year
$140M$160M$180M$200M$220M 202220232024 $212M $159M ▼ -24.9%
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 Scatter plot of 6 data points. -200000200004000060000 -1001020304050 Total assets ($B) Participants Beam Pension Plan, Total assets ($B): 0.211641889 · Participants: 348Beam Pension PlanCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 42.629770802 · Participants: 50096Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 32.129102809 · Participants: 49052State Farm Insurance Companies Retirement Plan for United States EmployeesUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 7.958716532 · Participants: 20170United Food & Commercial Workers Intl Union - Industry Pension FundJohn Deere Pension Plan for Salaried Employees, Total assets ($B): 7.304502684 · Participants: 0John Deere Pension Plan for Salaried EmployeesAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 6.770339506 · Participants: 16809Abbott Laboratories Annuity Retirement Plan
Beam Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Beam Pension Plan side-by-side with 3 peers →

Beam Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Lear Corporation Pension Plan in MI ($212M); by covered participants it is Allen Health Systems, Inc. Retirement Income Plan in IA (348 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($212M here).

Similar participant headcount

Nearest other-state filings by covered participants (348 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 Beam Pension Plan assets move in 2022? ▼
Beam Pension Plan declined sharply - down 28.0% during 2022, from $294M to $212M. Reported net income was -$82M.
How have Beam Global Spirits & Wine, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beam Global Spirits & Wine, Inc.'s sponsor-wide assets declined 24.9%, from $212M to $159M.
Where does Beam Pension Plan rank by assets among Form 5500 filers? ▼
Beam Pension Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Beam Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Lear Corporation Pension Plan in MI ($212M, 633 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Beam Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Allen Health Systems, Inc. Retirement Income Plan in IA (348 participants, $14M 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 364054676.

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.