Defined Benefit (Pension) · DOL Form 5500 · 2023
Pernod Ricard USA, LLC Pension Plan
Data updated 2026-08-11
- $276M
- Total assets
- 210
- Participants
- 96th
- Percentile by assets
- $1.3M
- Avg per participant
Official DOL plan name: Pernod Ricard USA, LLC Employees' Retirement Plan · Sponsored by Pernod Ricard USA, LLC · New York · Wholesale Trade
$276M in assets, 210 participants
Pernod Ricard USA, LLC's Pernod Ricard USA, LLC Employees' Retirement Plan reported $276M in total assets and 210 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)
- #6,125 in Wholesale Trade (6,309 peers)
Coverage in New York
Pernod Ricard USA, LLC Employees' Retirement Plan covers 210 participants in New York, about 26% of the average New York filer (state average ~798 per filing). Assets: $276M.
- $276M
- total plan assets (2023 EOY)
- 210
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $1.3M
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pernod Ricard USA, LLC Employees' Retirement Plan reported net income rose from -$85M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Pernod Ricard USA, LLC Employees' Retirement Plan reported participants fell from 229 in the plan year 2022 filing to 210 in the plan year 2023 filing.
- Pernod Ricard USA, LLC Employees' Retirement Plan end-of-year assets rose from $264M in the plan year 2022 filing to $276M in the plan year 2023 filing.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Pernod Ricard USA, LLC Employees' Retirement Plan reports 210 participants - about 26% of that state average ($276M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $264M |
|---|---|
| Net Assets (End of Year) | $276M |
| Net Income | $13M |
| Employer EIN | 522318616 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pernod Ricard USA, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,408 | $506M |
| 2023 | 2 | 1,545 | $575M |
| 2024 | 2 | 1,516 | $588M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Pernod Ricard USA, LLC Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
- IBM Personal Pension Plan $25.0B · 14,881
- Consolidated Edison Retirement Plan $16.2B · 10,779
- 1199seiu Health Care Employees Pension Fund $16.2B · 107,582
- Pfizer Consolidated Pension Plan $11.0B · 9,616
- Pepsico Employees Retirement Plan I $7.6B · 12,289
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Pernod Ricard USA, LLC Employees' Retirement Plan by total assets, not by location.
- Henkel of America Retirement Plan (CT) $276M · 436
- Supplemental Pension Plan of Consolidated Rail Corporation (PA) $276M · 132
- The Dayton Power and Light Co. Retirement Inc Plan (IN) $277M · 617
- I.B.E.W. Local 456 Pension Plan (NJ) $276M · 766
Frequently Asked Questions
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Filing takeaways
Ways to act on Pernod Ricard USA, LLC Employees' Retirement Plan's numbers.
- By total assets, Pernod Ricard USA, LLC Employees' Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) 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