401(k) · DOL Form 5500 · 2023

Beam Suntory Inc. 401(k) Plan

Data updated 2026-08-25

$577M
Total assets Above avg plan size
1,981
Participants Near avg headcount
98th
Percentile by assets National rank
$291,388
Avg per participant High balance/head
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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.

  • #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.

#1,037
in Management of Enterprises (1,137 peers)
+21.3%
assets growth YoY
5.8×
vs typical plan assets (national mean)

Beam Suntory Retirement Savings Plan's outsized position by total assets

Beam Suntory Retirement Savings Plan vs every filed plan by assets

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

$577,239,078 Top 2% higher than 98% 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

Beam Suntory Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Beam Suntory Retirement Savings Plan lands in the large band (1,981 participants).

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.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 133295276 · Beam Suntory Inc. PY 2023 · 401(k)

Beam Suntory Retirement Savings Plan · $577M · 1,981 · 98th

  • NET $577M
  • BOOK 1,981
  • VS-ST 98th
  • BOY 401(k)
  • SCH near Ingredion Incorporated Retirement Savings Plan for Salaried Employees
  • EBSA ind #1037

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 Management of Enterprises retirement plans → · Plans in New York →

Beam Suntory Retirement Savings Plan in the asset neighbourhood

Firstbank Holding Company Savings and ESOPFirstbank Holding Company Sa…$579MIngredion Incorporated Retirement Savings Plan for Salaried EmployeesIngredion Incorporated Retir…$577MBeam Suntory Retirement Savings PlanBeam Suntory Retirement Savi…$577MPetsmart, Inc. Savesmart 401(k) PlanPetsmart, Inc. Savesmart 401…$576MGray Television, Inc. Capital Accumulation PlanGray Television, Inc. Capita…$576M
End-of-year total assets ($M) among Beam Suntory Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$476M
Net Assets (End of Year)$577M
Net Income$101M
Employer EIN133295276
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beam Suntory Inc.)

Sponsor-wide plan assets over time

All Beam Suntory Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$631M 32.67579567597567% vs 2022
2024 filing year
$450M$500M$550M$600M$650M 202220232024 $476M $631M ▲ +32.7%
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 Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Beam Suntory Retirement Savings Plan, Total assets ($B): 0.577239078 · Participants: 1981Beam Suntory Retirement Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Beam Suntory Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Beam Suntory Retirement Savings Plan side-by-side with 3 peers →

Beam Suntory Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Ingredion Incorporated Retirement Savings Plan for Salaried Employees in IL ($577M); by covered participants it is Tredegar Corporation Retirement Savings Plan in VA (1,981 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,981 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 Beam Suntory Retirement Savings Plan assets move in 2023? ▼
Beam Suntory Retirement Savings Plan grew sharply - up 21.3% during 2023, from $476M to $577M. Reported net income was $101M.
How have Beam Suntory Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beam Suntory Inc.'s sponsor-wide assets grew 32.7%, from $476M to $631M.
Where does Beam Suntory Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Beam Suntory Retirement Savings Plan ranks in the 98th 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 Beam Suntory Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ingredion Incorporated Retirement Savings Plan for Salaried Employees in IL ($577M, 1,942 participants).
Which 401(k) plans cover a similar participant headcount to Beam Suntory Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tredegar Corporation Retirement Savings Plan in VA (1,981 participants, $136M 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 133295276.

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.