Defined Benefit (Pension) · DOL Form 5500 · 2022

William Grant & Sons, Inc. Pension Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
11
Participants Small participant base
72nd
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: William Grant & Sons, Inc. Pension Plan · Sponsored by William Grant & Sons, Inc. · New Jersey · Manufacturing

$14M in assets, 11 participants

William Grant & Sons, Inc.'s William Grant & Sons, Inc. Pension Plan reported $14M in total assets and 11 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #12,539 in Manufacturing (20,602 peers)

What the 2022 filing shows

William Grant & Sons, Inc. Pension Plan holds $14M for 11 participants - about $1.3M per participant, above the median plan by assets.

#12,539
in Manufacturing (20,602 peers)
+3.4%
assets growth YoY

William Grant & Sons, Inc. Pension Plan's outsized position by total assets

William Grant & Sons, Inc. Pension Plan vs every filed plan by assets

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

$14,264,270 Top 28% higher than 72% 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

William Grant & Sons, Inc. Pension Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. William Grant & Sons, Inc. Pension Plan is a small filing (11 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 221757718 · William Grant & Sons, Inc. PY 2022 · Defined Benefit (Pension)

William Grant & Sons, Inc. Pension Plan · $14M · 11 · 72nd

  • SCH $14M
  • EBSA 11
  • PART 72nd
  • TYPE Defined Benefit (Pension)
  • NET near Kickapoo Tribe Commercial Defined Benefit Pension Plan
  • BOOK ind #12539

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 New Jersey →

William Grant & Sons, Inc. Pension Plan in the asset neighbourhood

Kickapoo Tribe Commercial Defined Benefit Pension PlanKickapoo Tribe Commercial De…$14MWilliam Grant & Sons, Inc. Pension PlanWilliam Grant & Sons, Inc. P…$14MPeoples Alliance Federal Credit Union Defined Benefit PlanPeoples Alliance Federal Cre…$14MGE Appliances Pension Plan$14MNesn Retirement Plan$14M
End-of-year total assets ($M) among William Grant & Sons, Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$14M
Net Income$476K
Employer EIN221757718
Plan Effective Date1968-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (William Grant & Sons, Inc.)

Sponsor-wide plan assets over time

All William Grant & Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$107M 7.140373887502101% vs 2022
2024 filing year
$95M$100M$105M$110M$115M$120M 202220232024 $100M $107M ▲ +7.1%
Year Plans Participants Total Assets
2022 2 305 $100M
2023 2 310 $114M
2024 1 317 $107M

Nearby Defined Benefit (Pension) Plans in New Jersey

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

William Grant & Sons, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants William Grant & Sons, Inc. Pension Plan, Total assets ($B): 0.01426427 · Participants: 11William Grant & Sons, Inc. Pension PlanRetirement Plan of Johnson and Johnson, Total assets ($B): 19.833052673 · Participants: 38100Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 14.820156855 · Participants: 102340JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 14.495801 · Participants: 7413Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.277296822 · Participants: 17538The Prudential Merged Retirement PlanVerizon Pension Plan for Associates, Total assets ($B): 10.941506503 · Participants: 25746Verizon Pension Plan for Associates
William Grant & Sons, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare William Grant & Sons, Inc. Pension Plan side-by-side with 3 peers →

William Grant & Sons, Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Kickapoo Tribe Commercial Defined Benefit Pension Plan in TX ($14M); by covered participants it is Javid, LLC Defined Benefit Pension Plan in AZ (11 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (11 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 William Grant & Sons, Inc. Pension Plan assets move in 2022? ▼
William Grant & Sons, Inc. Pension Plan edged up modestly - up 3.4% during 2022, from $14M to $14M. Reported net income was $476K.
How have William Grant & Sons, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), William Grant & Sons, Inc.'s sponsor-wide assets grew 7.1%, from $100M to $107M.
Which Defined Benefit (Pension) plans are similar in size to William Grant & Sons, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Kickapoo Tribe Commercial Defined Benefit Pension Plan in TX ($14M, 630 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to William Grant & Sons, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Javid, LLC Defined Benefit Pension Plan in AZ (11 participants, $5M 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 221757718.

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.