Defined Benefit (Pension) · DOL Form 5500 · 2023
Diageo North America, Inc. Pension Plan
Data updated 2026-08-25
- $487M
- Total assets Above avg plan size
- 1,629
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $299,171
- Avg per participant High balance/head
Official DOL plan name: Diageo North America, Inc. Cash Balance Pension Plan · Sponsored by Diageo North America, Inc. · New York · Manufacturing
$487M in assets, 1,629 participants
Diageo North America, Inc.'s Diageo North America, Inc. Cash Balance Pension Plan reported $487M in total assets and 1,629 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #17,911 in Manufacturing (18,722 peers)
Coverage in New York
Diageo North America, Inc. Cash Balance Pension Plan covers 1,629 participants in New York, 2.0x the typical New York plan (state average ~798 per filing). Assets: $487M.
- #17,911
- in Manufacturing (18,722 peers)
- +8.2%
- assets growth YoY
- 4.9×
- vs typical plan assets (national mean)
Diageo North America, Inc. Cash Balance Pension Plan's outsized position by total assets
Diageo North America, Inc. Cash Balance Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$487,350,220 Top 3% higher than 97% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Diageo North America, Inc. Cash Balance Pension 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. Diageo North America, Inc. Cash Balance Pension Plan lands in the large band (1,629 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Diageo North America, Inc. Cash Balance Pension Plan reported net income rose from -$106M in the plan year 2022 filing to $37M in the plan year 2023 filing.
- Diageo North America, Inc. Cash Balance Pension Plan end-of-year assets rose from $450M in the plan year 2022 filing to $487M in the plan year 2023 filing.
- Diageo North America, Inc. Cash Balance Pension Plan reported participants rose from 1,546 in the plan year 2022 filing to 1,629 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 061067908 · Diageo North America, Inc. PY 2023 · Defined Benefit (Pension)
Diageo North America, Inc. Cash Balance Pension Plan · $487M · 1,629 · 97th
- EIN $487M
- RANK 1,629
- PHOTO 97th
- IND Defined Benefit (Pension)
- EOY near Sheet Metal Workers Pension Fund of Local Union No. 19
- 5500 ind #17911
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 New York →
Diageo North America, Inc. Cash Balance Pension Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $450M |
|---|---|
| Net Assets (End of Year) | $487M |
| Net Income | $37M |
| Employer EIN | 061067908 |
| Plan Effective Date | 1969-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Diageo North America, Inc.)
Sponsor-wide plan assets over time
All Diageo North America, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.1B 15.978242396181427% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 7 | 4,419 | $908M |
| 2023 | 7 | 4,620 | $1.0B |
| 2024 | 7 | 4,714 | $1.1B |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- 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
Diageo North America, Inc. Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Sheet Metal Workers Pension Fund of Local Union No. 19 in PA ($487M); by covered participants it is The Cooper Companies, Inc. Retirement Income Plan in CA (1,628 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($487M here).
- Sheet Metal Workers Pension Fund of Local Union No. 19 (PA) $487M · 1,809
- Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust (OR) $487M · 1,622
- Pension Fund United Scenic Artists Local 829 (NJ) $488M · 3,050
- Crown Equipment Corporation Retirement Plan (OH) $487M · 1,827
Similar participant headcount
Nearest other-state filings by covered participants (1,629 participants); asset peers above are excluded.
- The Cooper Companies, Inc. Retirement Income Plan (CA) 1,628 · 1 off
- Pension Plan of Holman Enterprises (NJ) 1,627 · 2 off
- Transit Management of Southeast Louisiana, Inc. Retirement Income Plan (LA) 1,631 · 2 off
- Td Banknorth Inc. Pension Plan (ME) 1,632 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.