401(k) · DOL Form 5500 · 2023

Diageo North America, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
701
Participants Below avg headcount
64th
Percentile by assets National rank
$18,007
Avg per participant Low balance/head
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Official DOL plan name: Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees · Sponsored by Diageo North America, Inc. · New York · Manufacturing

$13M in assets, 701 participants

Diageo North America, Inc.'s Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees reported $13M in total assets and 701 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #9,569 in Manufacturing (18,722 peers)

Diageo North America, Inc. multi-year trail

Diageo North America, Inc.'s plans moved +16.0% in assets from 2022 to 2024; this filing shows Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees at $13M / 701 participants.

#9,569
in Manufacturing (18,722 peers)
+14.7%
assets growth YoY

Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees's mid-pack asset rank among Manufacturing and all filers

Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$12,623,183 Top 36% higher than 64% of 127,068 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 2023

Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees sits mid-pack in the medium band (701 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees reported participants rose from 686 in the plan year 2022 filing to 701 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 061067908 · Diageo North America, Inc. PY 2023 · 401(k)

Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees · $13M · 701 · 64th

  • RANK $13M
  • PHOTO 701
  • IND 64th
  • EOY 401(k)
  • 5500 near Roberts Markel Weinburg Butler Hailey P.C. 401(k) Plan
  • ASSETS ind #9569

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 York →

Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees in the asset neighbourhood

Diageo North America, Inc. 401(k) Retirement Savings Plan for Union EmployeesDiageo North America, Inc. 4…$13MRoberts Markel Weinburg Butler Hailey P.C. 401(k) PlanRoberts Markel Weinburg Butl…$13MBosselman Energy Employees Retirement PlanBosselman Energy Employees R…$13MLegends Bank 401-K Plan$13MPaulsen, Inc. 401(k) Profit Sharing PlanPaulsen, Inc. 401(k) Profit …$13M
End-of-year total assets ($M) among Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Diageo North America, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Diageo North America, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.1B 15.978242396181427% vs 2022
2024 filing year
$0.85B$0.9B$0.95B$1B$1.05B$1.1B 202220232024 $0.91B $1.05B ▲ +15.4%
Year Plans Participants Total Assets
2022 7 4,419 $908M
2023 7 4,620 $1.0B
2024 7 4,714 $1.1B

Diageo North America, Inc. filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN061067908
Plan Effective Date1944-09-07
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees, Total assets ($B): 0.012623183 · Participants: 701Diageo North America, Inc. 401(k) Retirement Savings Plan for Union EmployeesIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees vs. nearby 401(k) plans in New York, assets vs. participants
Compare Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees side-by-side with 3 peers →

Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Roberts Markel Weinburg Butler Hailey P.C. 401(k) Plan in TX ($13M); by covered participants it is Ripa and Associates, LLC 401(k) Profit Sharing Plan in FL (701 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (701 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees assets move in 2023? ▼
Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees grew at a solid clip - up 14.7% during 2023, from $11M to $13M. Reported net income was $2M.
How have Diageo North America, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Diageo North America, Inc.'s sponsor-wide assets grew 16.0%, from $908M to $1.1B.
Which 401(k) plans are similar in size to Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees? ▼
Among 401(k) plans in other states, the closest by assets is Roberts Markel Weinburg Butler Hailey P.C. 401(k) Plan in TX ($13M, 117 participants).
Which 401(k) plans cover a similar participant headcount to Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is Ripa and Associates, LLC 401(k) Profit Sharing Plan in FL (701 participants, $12M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 061067908.

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.