Defined Benefit (Pension) · DOL Form 5500 · 2023

Diageo North America, Inc. Pension Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
32
Participants Small participant base
54th
Percentile by assets National rank
$251,884
Avg per participant Above avg balance/head
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Official DOL plan name: Schenley Industries Employees' Retirement and Benefit Plan · Sponsored by Diageo North America, Inc. · New York · Manufacturing

$8M in assets, 32 participants

Diageo North America, Inc.'s Schenley Industries Employees' Retirement and Benefit Plan reported $8M in total assets and 32 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #7,308 in Manufacturing (18,722 peers)

Diageo North America, Inc. multi-year trail

Diageo North America, Inc.'s plans moved +16.0% in assets from 2022 to 2024; this filing shows Schenley Industries Employees' Retirement and Benefit Plan at $8M / 32 participants.

#7,308
in Manufacturing (18,722 peers)
+2.7%
assets growth YoY

Schenley Industries Employees' Retirement and Benefit Plan's mid-pack asset rank among Manufacturing and all filers

Schenley Industries Employees' Retirement and Benefit Plan vs every filed plan by assets

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

$8,060,278 Top 46% higher than 54% 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

Schenley Industries Employees' Retirement and Benefit Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Schenley Industries Employees' Retirement and Benefit Plan is a small filing (32 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Schenley Industries Employees' Retirement and Benefit Plan reported net income rose from -$2M in the plan year 2022 filing to $262K in the plan year 2023 filing.
  • Schenley Industries Employees' Retirement and Benefit Plan reported participants rose from 27 in the plan year 2022 filing to 32 in the plan year 2023 filing.
  • Schenley Industries Employees' Retirement and Benefit Plan end-of-year assets rose from $8M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 061067908 · Diageo North America, Inc. PY 2023 · Defined Benefit (Pension)

Schenley Industries Employees' Retirement and Benefit Plan · $8M · 32 · 54th

  • VS-ST $8M
  • VS-ST 32
  • VS-ST 54th
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Whiting Swenson Employees Retirement Plan
  • VS-ST ind #7308

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 →

Schenley Industries Employees' Retirement and Benefit Plan in the asset neighbourhood

Walbro LLC UAW Local No. 9699 Pension PlanWalbro LLC UAW Local No. 969…$8MSchenley Industries Employees' Retirement and Benefit PlanSchenley Industries Employee…$8MWhiting Swenson Employees Retirement PlanWhiting Swenson Employees Re…$8MPension Plan for Employees of Chase CorporationPension Plan for Employees o…$8MNorth American Production Sharing, Inc. Defined Benefit Pension PlanNorth American Production Sh…$8M
End-of-year total assets ($M) among Schenley Industries Employees' Retirement and Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Diageo North America, Inc. multi-year asset trail

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
$0.85B$0.9B$0.95B$1B$1.05B$1.1B 202220232024 $0.91B $1.05B ▲ +15.4%
Year Plans Participants Total Assets
2022 7 4,419 $908M
2023 7 4,620 $1.0B
2024 7 4,714 $1.1B

Diageo North America, Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$262K
Employer EIN061067908
Plan Effective Date1987-10-20
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Schenley Industries Employees' Retirement and Benefit Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Schenley Industries Employees' Retirement and Benefit Plan, Total assets ($B): 0.008060278 · Participants: 32Schenley Industries Employees' Retirement and Benefit 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
Schenley Industries Employees' Retirement and Benefit Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Schenley Industries Employees' Retirement and Benefit Plan side-by-side with 3 peers →

Schenley Industries Employees' Retirement and Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Whiting Swenson Employees Retirement Plan in IL ($8M); by covered participants it is The Defined Retirement Plan of Usmx/Nysa/Cccsc in NJ (32 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (32 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 Schenley Industries Employees' Retirement and Benefit Plan assets move in 2023? ▼
Schenley Industries Employees' Retirement and Benefit Plan edged up modestly - up 2.7% during 2023, from $8M to $8M. Reported net income was $262K.
How have Diageo North America, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Diageo North America, Inc.'s sponsor-wide assets grew 16.0%, from $908M to $1.1B.
Which Defined Benefit (Pension) plans are similar in size to Schenley Industries Employees' Retirement and Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Whiting Swenson Employees Retirement Plan in IL ($8M, 26 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Schenley Industries Employees' Retirement and Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Defined Retirement Plan of Usmx/Nysa/Cccsc in NJ (32 participants, $93M 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 061067908.

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.