401(k) · DOL Form 5500 · 2023

Pernod Ricard USA, LLC 401(k) Plan

Data updated 2026-08-25

$298M
Total assets Near avg plan size
1,335
Participants Near avg headcount
96th
Percentile by assets National rank
$223,497
Avg per participant Above avg balance/head
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Official DOL plan name: Savings Plan for Employees of Pernod Ricard USA, LLC · Sponsored by Pernod Ricard USA, LLC · New York · Wholesale Trade

$298M in assets, 1,335 participants

Pernod Ricard USA, LLC's Savings Plan for Employees of Pernod Ricard USA, LLC reported $298M in total assets and 1,335 participants in its 2023 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.

  • #6,137 in Wholesale Trade (6,309 peers)

Where Savings Plan for Employees of Pernod Ricard USA, LLC sits by assets

Savings Plan for Employees of Pernod Ricard USA, LLC sits in the top 5% of all filed plans by assets, $298M for 1,335 participants (~$223,497/participant), up 23.1% in 2023.

#6,137
in Wholesale Trade (6,309 peers)
+23.1%
assets growth YoY
3.0×
vs typical plan assets (national mean)

Savings Plan for Employees of Pernod Ricard USA, LLC's outsized position by total assets

Savings Plan for Employees of Pernod Ricard USA, LLC vs every filed plan by assets

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

$298,368,048 Top 4% higher than 96% 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

Savings Plan for Employees of Pernod Ricard USA, LLC'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. Savings Plan for Employees of Pernod Ricard USA, LLC lands in the large band (1,335 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Savings Plan for Employees of Pernod Ricard USA, LLC reported net income rose from -$42M in the plan year 2022 filing to $56M in the plan year 2023 filing.
  • Savings Plan for Employees of Pernod Ricard USA, LLC end-of-year assets rose from $242M in the plan year 2022 filing to $298M in the plan year 2023 filing.
  • Savings Plan for Employees of Pernod Ricard USA, LLC reported participants rose from 1,179 in the plan year 2022 filing to 1,335 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 522318616 · Pernod Ricard USA, LLC PY 2023 · 401(k)

Savings Plan for Employees of Pernod Ricard USA, LLC · $298M · 1,335 · 96th

  • TYPE $298M
  • NET 1,335
  • BOOK 96th
  • VS-ST 401(k)
  • BOY near Agfa Corporation Employee Savings Plan
  • SCH ind #6137

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 →

Savings Plan for Employees of Pernod Ricard USA, LLC in the asset neighbourhood

Bpx Energy Employee Savings PlanBpx Energy Employee Savings …$299MAgfa Corporation Employee Savings PlanAgfa Corporation Employee Sa…$298MSavings Plan for Employees of Pernod Ricard USA, LLCSavings Plan for Employees o…$298MTax-Favored Savings Program$298MNorthwest Natural Gas Company Retirement K Savings PlanNorthwest Natural Gas Compan…$298M
End-of-year total assets ($M) among Savings Plan for Employees of Pernod Ricard USA, LLC and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$242M
Net Assets (End of Year)$298M
Net Income$56M
Employer EIN522318616
Plan Effective Date1981-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pernod Ricard USA, LLC)

Sponsor-wide plan assets over time

All Pernod Ricard USA, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$588M 16.133592349169774% vs 2022
2024 filing year
$450M$500M$550M$600M 202220232024 $506M $588M ▲ +16.1%
Year Plans Participants Total Assets
2022 2 1,408 $506M
2023 2 1,545 $575M
2024 2 1,516 $588M

Nearby 401(k) Plans in New York

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

Savings Plan for Employees of Pernod Ricard USA, LLC vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Savings Plan for Employees of Pernod Ricard USA, LLC, Total assets ($B): 0.298368048 · Participants: 1335Savings Plan for Employees of Pernod Ricard USA, LLCIBM 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
Savings Plan for Employees of Pernod Ricard USA, LLC vs. nearby 401(k) plans in New York, assets vs. participants
Compare Savings Plan for Employees of Pernod Ricard USA, LLC side-by-side with 3 peers →

Savings Plan for Employees of Pernod Ricard USA, LLC's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Agfa Corporation Employee Savings Plan in NJ ($298M); by covered participants it is Pch Hotels and Resorts, Inc. 401(k) Plan in AL (1,335 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($298M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,335 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 Savings Plan for Employees of Pernod Ricard USA, LLC assets move in 2023? ▼
Savings Plan for Employees of Pernod Ricard USA, LLC grew sharply - up 23.1% during 2023, from $242M to $298M. Reported net income was $56M.
How have Pernod Ricard USA, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pernod Ricard USA, LLC's sponsor-wide assets grew 16.1%, from $506M to $588M.
Where does Savings Plan for Employees of Pernod Ricard USA, LLC rank by assets among Form 5500 filers? ▼
Savings Plan for Employees of Pernod Ricard USA, LLC ranks in the 96th 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 Savings Plan for Employees of Pernod Ricard USA, LLC? ▼
Among 401(k) plans in other states, the closest by assets is Agfa Corporation Employee Savings Plan in NJ ($298M, 370 participants).
Which 401(k) plans cover a similar participant headcount to Savings Plan for Employees of Pernod Ricard USA, LLC? ▼
Among 401(k) plans in other states, the closest by covered participants is Pch Hotels and Resorts, Inc. 401(k) Plan in AL (1,335 participants, $24M 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 522318616.

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.