401(k) · DOL Form 5500 · 2023

Pernod Ricard USA, LLC 401(k) Plan

Data updated 2026-08-11

$298M
Total assets: 1,335
Participants: 96th
Percentile by assets: $223,497
Avg per participant

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.

96th percentile by assets (of 127,072 plans)
#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.

$298M
total plan assets (2023 EOY): 1,335
covered participants: 96th
percentile by assets (of 127,072 plans): $223,497
avg assets per participant

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 →

State

New York

Industry

Wholesale Trade

Savings Plan for Employees of Pernod Ricard USA, LLC vs the 2023 asset distribution

By assets, Savings Plan for Employees of Pernod Ricard USA, LLC outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 3.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$242M
Net Assets (End of Year)	$298M
Net Income	$56M
Employer EIN	522318616
Plan Effective Date	1981-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Pernod Ricard USA, LLC)

Total plan assets by year, all Pernod Ricard USA, LLC plans on file

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

IBM 401 (K) Plus Plan $57.4B · 54,912
Pfizer Savings Plan $19.6B · 30,033
Morgan Stanley 401(k) Plan $19.2B · 55,363
The Pepsico Savings Plan $13.7B · 133,597
The Goldman Sachs 401(k) Plan $11.4B · 24,866

Compare Savings Plan for Employees of Pernod Ric… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Savings Plan for Employees of Pernod Ricard USA, LLC by total assets, not by location.

Agfa Corporation Employee Savings Plan (NJ) $298M · 370
Tax-Favored Savings Program (KS) $298M · 1,641
Northwest Natural Gas Company Retirement K Savings Plan (OR) $298M · 1,136
Bpx Energy Employee Savings Plan (TX) $299M · 788

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).

Next read for Savings Plan for Employees of Pernod Ric…

Scale reading

Ways to act on Savings Plan for Employees of Pernod Ricard USA, LLC's numbers.

By total assets, Savings Plan for Employees of Pernod Ricard USA, LLC ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
Pernod Ricard USA, LLC's sponsor-wide assets have grown 16.1% since 2022 across 3 plan years on file. More Wholesale Trade plans

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.