Defined Benefit (Pension) · DOL Form 5500 · 2023

Pernod Ricard USA, LLC Pension Plan

Data updated 2026-08-25

$276M
Total assets Near avg plan size
210
Participants Below avg headcount
96th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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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.

  • #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.

#6,125
in Wholesale Trade (6,309 peers)
+4.7%
assets growth YoY
2.8×
vs typical plan assets (national mean)

Pernod Ricard USA, LLC Employees' Retirement Plan's outsized position by total assets

Pernod Ricard USA, LLC Employees' Retirement Plan vs every filed plan by assets

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

$276,320,557 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

Pernod Ricard USA, LLC Employees' Retirement Plan 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. Pernod Ricard USA, LLC Employees' Retirement Plan sits mid-pack in the medium band (210 participants).

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.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 522318616 · Pernod Ricard USA, LLC PY 2023 · Defined Benefit (Pension)

Pernod Ricard USA, LLC Employees' Retirement Plan · $276M · 210 · 96th

  • SCH $276M
  • EBSA 210
  • PART 96th
  • TYPE Defined Benefit (Pension)
  • NET near Henkel of America Retirement Plan
  • BOOK ind #6125

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 →

Pernod Ricard USA, LLC Employees' Retirement Plan in the asset neighbourhood

The Dayton Power and Light Co. Retirement Inc PlanThe Dayton Power and Light C…$277MSupplemental Pension Plan of Consolidated Rail CorporationSupplemental Pension Plan of…$276MPernod Ricard USA, LLC Employees' Retirement PlanPernod Ricard USA, LLC Emplo…$276MHenkel of America Retirement PlanHenkel of America Retirement…$276MI.B.E.W. Local 456 Pension PlanI.B.E.W. Local 456 Pension P…$276M
End-of-year total assets ($M) among Pernod Ricard USA, LLC Employees' Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$264M
Net Assets (End of Year)$276M
Net Income$13M
Employer EIN522318616
Plan Effective Date1986-01-01
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 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 Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Pernod Ricard USA, LLC Employees' Retirement Plan, Total assets ($B): 0.276320557 · Participants: 210Pernod Ricard USA, LLC Employees' Retirement PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Pernod Ricard USA, LLC Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Pernod Ricard USA, LLC Employees' Retirement Plan side-by-side with 3 peers →

Pernod Ricard USA, LLC Employees' Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Henkel of America Retirement Plan in CT ($276M); by covered participants it is Venable LLP Cash Balance Plan a in MD (210 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (210 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 Pernod Ricard USA, LLC Employees' Retirement Plan assets move in 2023? ▼
Pernod Ricard USA, LLC Employees' Retirement Plan edged up modestly - up 4.7% during 2023, from $264M to $276M. Reported net income was $13M.
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 Pernod Ricard USA, LLC Employees' Retirement Plan rank by assets among Form 5500 filers? ▼
Pernod Ricard USA, LLC Employees' Retirement Plan 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 Defined Benefit (Pension) plans are similar in size to Pernod Ricard USA, LLC Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Henkel of America Retirement Plan in CT ($276M, 436 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pernod Ricard USA, LLC Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Venable LLP Cash Balance Plan a in MD (210 participants, $53M 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.