401(k) · DOL Form 5500 · 2023

Diageo North America, Inc. 401(k) Plan

Data updated 2026-08-25

$402M
Total assets Above avg plan size
1,757
Participants Near avg headcount
97th
Percentile by assets National rank
$228,818
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Diageo North America, Inc. Savings Plan · Sponsored by Diageo North America, Inc. · New York · Manufacturing

$402M in assets, 1,757 participants

Diageo North America, Inc.'s Diageo North America, Inc. Savings Plan reported $402M in total assets and 1,757 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #17,795 in Manufacturing (18,722 peers)

Coverage in New York

Diageo North America, Inc. Savings Plan covers 1,757 participants in New York, 2.2x the typical New York plan (state average ~798 per filing). Assets: $402M.

#17,795
in Manufacturing (18,722 peers)
+14.8%
assets growth YoY
4.0×
vs typical plan assets (national mean)

Diageo North America, Inc. Savings Plan's outsized position by total assets

Diageo North America, Inc. Savings Plan vs every filed plan by assets

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

$402,032,455 Top 3% higher than 97% 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. Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Diageo North America, Inc. Savings Plan lands in the large band (1,757 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Diageo North America, Inc. Savings Plan reported net income rose from -$46M in the plan year 2022 filing to $52M in the plan year 2023 filing.
  • Diageo North America, Inc. Savings Plan end-of-year assets rose from $350M in the plan year 2022 filing to $402M in the plan year 2023 filing.
  • Diageo North America, Inc. Savings Plan reported participants rose from 1,666 in the plan year 2022 filing to 1,757 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

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

Diageo North America, Inc. Savings Plan · $402M · 1,757 · 97th

  • VS-ST $402M
  • BOY 1,757
  • SCH 97th
  • EBSA 401(k)
  • PART near Kingston Retirement Savings Plan
  • TYPE ind #17795

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. Savings Plan in the asset neighbourhood

Corecivic 401(k) Plan$402MSun Chemical 401 (K) Savings PlanSun Chemical 401 (K) Savings…$402MKingston Retirement Savings PlanKingston Retirement Savings …$402MDiageo North America, Inc. Savings PlanDiageo North America, Inc. S…$402MGci 401(k) Plan$402M
End-of-year total assets ($M) among Diageo North America, Inc. Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$350M
Net Assets (End of Year)$402M
Net Income$52M
Employer EIN061067908
Plan Effective Date1957-08-21
Filing StatusFILING RECEIVED

Sponsor Plan History (Diageo North America, Inc.)

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

Nearby 401(k) Plans in New York

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

Diageo North America, Inc. Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Diageo North America, Inc. Savings Plan, Total assets ($B): 0.402032455 · Participants: 1757Diageo North America, Inc. Savings PlanIBM 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. Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Diageo North America, Inc. Savings Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Kingston Retirement Savings Plan in CA ($402M); by covered participants it is The Park National Corporation Employees Stock Ownership Plan in OH (1,757 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($402M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,757 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. Savings Plan assets move in 2023? ▼
Diageo North America, Inc. Savings Plan grew at a solid clip - up 14.8% during 2023, from $350M to $402M. Reported net income was $52M.
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.
Where does Diageo North America, Inc. Savings Plan rank by assets among Form 5500 filers? ▼
Diageo North America, Inc. Savings Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Diageo North America, Inc. Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kingston Retirement Savings Plan in CA ($402M, 632 participants).
Which 401(k) plans cover a similar participant headcount to Diageo North America, Inc. Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Park National Corporation Employees Stock Ownership Plan in OH (1,757 participants, $233M 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.