401(k) · DOL Form 5500 · 2023
Beam Suntory Inc. 401(k) Plan
Data updated 2026-08-11
- $577M
- Total assets
- 1,981
- Participants
- 98th
- Percentile by assets
- $291,388
- Avg per participant
Official DOL plan name: Beam Suntory Retirement Savings Plan · Sponsored by Beam Suntory Inc. · New York · Management of Enterprises
$577M in assets, 1,981 participants
Beam Suntory Inc.'s Beam Suntory Retirement Savings Plan reported $577M in total assets and 1,981 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 127,072 plans)
- #1,037 in Management of Enterprises (1,137 peers)
Coverage in New York
Beam Suntory Retirement Savings Plan covers 1,981 participants in New York, 2.5x the typical New York plan (state average ~798 per filing). Assets: $577M.
- $577M
- total plan assets (2023 EOY)
- 1,981
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $291,388
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Beam Suntory Retirement Savings Plan reported net income rose from -$83M in the plan year 2022 filing to $101M in the plan year 2023 filing.
- Beam Suntory Retirement Savings Plan end-of-year assets rose from $476M in the plan year 2022 filing to $577M in the plan year 2023 filing.
- Beam Suntory Retirement Savings Plan reported participants rose from 1,788 in the plan year 2022 filing to 1,981 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. Beam Suntory Retirement Savings Plan reports 1,981 participants - 2.5x that state average ($577M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $476M |
|---|---|
| Net Assets (End of Year) | $577M |
| Net Income | $101M |
| Employer EIN | 133295276 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Beam Suntory Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,788 | $476M |
| 2023 | 1 | 1,981 | $577M |
| 2024 | 1 | 2,062 | $631M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Beam Suntory Retirement Savings Plan 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Beam Suntory Retirement Savings Plan by total assets, not by location.
- Ingredion Incorporated Retirement Savings Plan for Salaried Employees (IL) $577M · 1,942
- Petsmart, Inc. Savesmart 401(k) Plan (AZ) $576M · 48,827
- Gray Television, Inc. Capital Accumulation Plan (GA) $576M · 8,287
- Firstbank Holding Company Savings and ESOP (CO) $579M · 2,886
Frequently Asked Questions
How did Beam Suntory Retirement Savings Plan assets move in 2023? ▼
How have Beam Suntory Inc. plan assets changed over time? ▼
Where does Beam Suntory Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Beam Suntory Retirement Savings Plan? ▼
Next read for Beam Suntory Retirement Savings Plan
Filing takeaways
Ways to act on Beam Suntory Retirement Savings Plan's numbers.
- By total assets, Beam Suntory Retirement Savings Plan 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
- Beam Suntory Inc.'s sponsor-wide assets have grown 32.7% since 2022 across 3 plan years on file. More Management of Enterprises plans