Defined Benefit (Pension) · DOL Form 5500 · 2022

Moet Hennessy USA Inc. Pension Plan

Data updated 2026-08-25

$128M
Total assets Near avg plan size
495
Participants Below avg headcount
94th
Percentile by assets National rank
$259,306
Avg per participant Above avg balance/head
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Official DOL plan name: Lvmh Affiliates' Retirement Plan, Wines & Spirits · Sponsored by Moet Hennessy USA Inc. · New York · Wholesale Trade

$128M in assets, 495 participants

Moet Hennessy USA Inc.'s Lvmh Affiliates' Retirement Plan, Wines & Spirits reported $128M in total assets and 495 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #6,522 in Wholesale Trade (6,843 peers)

Where Lvmh Affiliates' Retirement Plan, Wines & Spirits sits by assets

Lvmh Affiliates' Retirement Plan, Wines & Spirits sits in the top 10% of all filed plans by assets, $128M for 495 participants (~$259,306/participant), down 20.4% in 2022.

#6,522
in Wholesale Trade (6,843 peers)
-20.4%
assets change YoY
1.3×
vs typical plan assets (national mean)

The plan reported a net loss of $33M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lvmh Affiliates' Retirement Plan, Wines & Spirits's outsized position by total assets

Lvmh Affiliates' Retirement Plan, Wines & Spirits vs every filed plan by assets

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

$128,356,231 Top 6% higher than 94% 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

Lvmh Affiliates' Retirement Plan, Wines & Spirits 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. Lvmh Affiliates' Retirement Plan, Wines & Spirits sits mid-pack in the medium band (495 participants).

EBSA filing schedule strip

Filing strip 135371790 · Moet Hennessy USA Inc. PY 2022 · Defined Benefit (Pension)

Lvmh Affiliates' Retirement Plan, Wines & Spirits · $128M · 495 · 94th

  • EOY $128M
  • 5500 495
  • ASSETS 94th
  • PCT Defined Benefit (Pension)
  • EIN near Cargill Meat Solutions Corporation Employees Retirement Plan
  • RANK ind #6522

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 Wholesale Trade retirement plans → · Plans in New York →

Lvmh Affiliates' Retirement Plan, Wines & Spirits in the asset neighbourhood

Bricklayers & Allied Craftworkers Local No. 4 of New Jersey Pension PlanBricklayers & Allied Craftwo…$129MLvmh Affiliates' Retirement Plan, Wines & SpiritsLvmh Affiliates' Retirement …$128MCargill Meat Solutions Corporation Employees Retirement PlanCargill Meat Solutions Corpo…$128MBac Local Union 15 Pension FundBac Local Union 15 Pension F…$128MIBEW Local Union No. 479 Pension Trust FundIBEW Local Union No. 479 Pen…$128M
End-of-year total assets ($M) among Lvmh Affiliates' Retirement Plan, Wines & Spirits and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$161M
Net Assets (End of Year)$128M
Net Income-$33M
Employer EIN135371790
Plan Effective Date1971-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Moet Hennessy USA Inc.)

Sponsor-wide plan assets over time

All Moet Hennessy USA Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$297M 18.31580156875578% vs 2022
2024 filing year
$240M$260M$280M$300M$320M 202220232024 $251M $297M ▲ +18.3%
Year Plans Participants Total Assets
2022 2 1,121 $251M
2023 2 1,034 $273M
2024 2 1,100 $297M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Lvmh Affiliates' Retirement Plan, Wines & Spirits vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Lvmh Affiliates' Retirement Plan, Wines & Spirits, Total assets ($B): 0.128356231 · Participants: 495Lvmh Affiliates' Retirement Plan, Wines & SpiritsIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Lvmh Affiliates' Retirement Plan, Wines & Spirits vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Lvmh Affiliates' Retirement Plan, Wines & Spirits side-by-side with 3 peers →

Lvmh Affiliates' Retirement Plan, Wines & Spirits's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Cargill Meat Solutions Corporation Employees Retirement Plan in KS ($128M); by covered participants it is Bic Corporation Employees' Pension Plan in CT (494 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (495 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 Lvmh Affiliates' Retirement Plan, Wines & Spirits assets move in 2022? ▼
Lvmh Affiliates' Retirement Plan, Wines & Spirits declined sharply - down 20.4% during 2022, from $161M to $128M. Reported net income was -$33M.
How have Moet Hennessy USA Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Moet Hennessy USA Inc.'s sponsor-wide assets grew 18.3%, from $251M to $297M.
Where does Lvmh Affiliates' Retirement Plan, Wines & Spirits rank by assets among Form 5500 filers? ▼
Lvmh Affiliates' Retirement Plan, Wines & Spirits ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Lvmh Affiliates' Retirement Plan, Wines & Spirits? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Cargill Meat Solutions Corporation Employees Retirement Plan in KS ($128M, 3,533 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Lvmh Affiliates' Retirement Plan, Wines & Spirits? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Bic Corporation Employees' Pension Plan in CT (494 participants, $243M 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 135371790.

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.