401(k) · DOL Form 5500 · 2023

Jim Beam Brands Co. 401(k) Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
718
Participants Below avg headcount
85th
Percentile by assets National rank
$68,570
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jim Beam Brands Company Union 401(k) Plan · Sponsored by Jim Beam Brands Co. · Illinois · Manufacturing

$49M in assets, 718 participants

Jim Beam Brands Co.'s Jim Beam Brands Company Union 401(k) Plan reported $49M in total assets and 718 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #14,758 in Manufacturing (18,722 peers)

Where Jim Beam Brands Company Union 401(k) Plan sits by assets

Jim Beam Brands Company Union 401(k) Plan sits in the top quartile of all filed plans by assets, $49M for 718 participants (~$68,570/participant), up 19.0% in 2023.

#14,758
in Manufacturing (18,722 peers)
+19.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Jim Beam Brands Company Union 401(k) Plan's outsized position by total assets

Jim Beam Brands Company Union 401(k) Plan vs every filed plan by assets

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

$49,233,112 Top 15% higher than 85% 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

Jim Beam Brands Company Union 401(k) 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. Jim Beam Brands Company Union 401(k) Plan sits mid-pack in the medium band (718 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jim Beam Brands Company Union 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Jim Beam Brands Company Union 401(k) Plan end-of-year assets rose from $41M in the plan year 2022 filing to $49M in the plan year 2023 filing.
  • Jim Beam Brands Company Union 401(k) Plan reported participants rose from 642 in the plan year 2022 filing to 718 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 132581196 · Jim Beam Brands Co. PY 2023 · 401(k)

Jim Beam Brands Company Union 401(k) Plan · $49M · 718 · 85th

  • EIN $49M
  • EIN 718
  • EIN 85th
  • EIN 401(k)
  • EIN near The Specialty Mfg. Co. 401(k) Profit Sharing Plan
  • EIN ind #14758

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 Illinois →

Jim Beam Brands Company Union 401(k) Plan in the asset neighbourhood

Astria Health 401(k) Plan$49MJim Beam Brands Company Union 401(k) PlanJim Beam Brands Company Unio…$49MThe Specialty Mfg. Co. 401(k) Profit Sharing PlanThe Specialty Mfg. Co. 401(k…$49MVega Americas, Inc. 401(k) Profit Sharing PlanVega Americas, Inc. 401(k) P…$49MLatham Pool Products, Inc. 401(k) Savings PlanLatham Pool Products, Inc. 4…$49M
End-of-year total assets ($M) among Jim Beam Brands Company Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$49M
Net Income$8M
Employer EIN132581196
Plan Effective Date2002-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jim Beam Brands Co.)

Sponsor-wide plan assets over time

All Jim Beam Brands Co. plans reported in each filing year

Latest sponsor-wide plan assets
$57M 39.03257460828789% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $41.4M $57.5M ▲ +39.0%
Year Plans Participants Total Assets
2022 1 642 $41M
2023 1 718 $49M
2024 1 687 $57M

Nearby 401(k) Plans in Illinois

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

Jim Beam Brands Company Union 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Jim Beam Brands Company Union 401(k) Plan, Total assets ($B): 0.049233112 · Participants: 718Jim Beam Brands Company Union 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Jim Beam Brands Company Union 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Jim Beam Brands Company Union 401(k) Plan side-by-side with 3 peers →

Jim Beam Brands Company Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is The Specialty Mfg. Co. 401(k) Profit Sharing Plan in MN ($49M); by covered participants it is Tavistock 401(k) Plan in FL (718 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (718 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 Jim Beam Brands Company Union 401(k) Plan assets move in 2023? ▼
Jim Beam Brands Company Union 401(k) Plan grew sharply - up 19.0% during 2023, from $41M to $49M. Reported net income was $8M.
How have Jim Beam Brands Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jim Beam Brands Co.'s sponsor-wide assets grew 39.0%, from $41M to $57M.
Where does Jim Beam Brands Company Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Jim Beam Brands Company Union 401(k) Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Jim Beam Brands Company Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Specialty Mfg. Co. 401(k) Profit Sharing Plan in MN ($49M, 242 participants).
Which 401(k) plans cover a similar participant headcount to Jim Beam Brands Company Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tavistock 401(k) Plan in FL (718 participants, $35M 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 132581196.

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.