Defined Benefit (Pension) · DOL Form 5500 · 2023

Diageo North America, Inc. Pension Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
60
Participants Small participant base
82nd
Percentile by assets National rank
$638,294
Avg per participant High balance/head
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Official DOL plan name: The Pension Plan for Seagram Union Employees · Sponsored by Diageo North America, Inc. · New York · Manufacturing

$38M in assets, 60 participants

Diageo North America, Inc.'s The Pension Plan for Seagram Union Employees reported $38M in total assets and 60 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #14,072 in Manufacturing (18,722 peers)

Where The Pension Plan for Seagram Union Employees sits by assets

The Pension Plan for Seagram Union Employees sits in the top quartile of all filed plans by assets, $38M for 60 participants (~$638,294/participant), up 2.4% in 2023.

#14,072
in Manufacturing (18,722 peers)
+2.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

The Pension Plan for Seagram Union Employees's outsized position by total assets

The Pension Plan for Seagram Union Employees vs every filed plan by assets

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

$38,297,662 Top 18% higher than 82% 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

The Pension Plan for Seagram Union Employees among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Pension Plan for Seagram Union Employees is a small filing (60 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Pension Plan for Seagram Union Employees reported net income rose from -$10M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • The Pension Plan for Seagram Union Employees reported participants fell from 70 in the plan year 2022 filing to 60 in the plan year 2023 filing.
  • The Pension Plan for Seagram Union Employees end-of-year assets rose from $37M in the plan year 2022 filing to $38M 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)

The Pension Plan for Seagram Union Employees · $38M · 60 · 82nd

  • BOOK $38M
  • BOOK 60
  • BOOK 82nd
  • BOOK Defined Benefit (Pension)
  • BOOK near Norcal Insurance Company Pension Plan
  • BOOK ind #14072

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 →

The Pension Plan for Seagram Union Employees in the asset neighbourhood

Pennsylvania Compensation Rating Bureau Employee Retirement PlanPennsylvania Compensation Ra…$38MThe Pension Plan for Seagram Union EmployeesThe Pension Plan for Seagram…$38MNorcal Insurance Company Pension PlanNorcal Insurance Company Pen…$38MCatholic Financial Life Pension PlanCatholic Financial Life Pens…$38MThe Restated Contributory Retirement Plan for CooperativesThe Restated Contributory Re…$38M
End-of-year total assets ($M) among The Pension Plan for Seagram Union Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$38M
Net Income$1M
Employer EIN061067908
Plan Effective Date2001-12-21
Filing StatusFILING 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
$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

Nearby Defined Benefit (Pension) Plans in New York

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

The Pension Plan for Seagram Union Employees vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants The Pension Plan for Seagram Union Employees, Total assets ($B): 0.038297662 · Participants: 60The Pension Plan for Seagram Union EmployeesIBM 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
The Pension Plan for Seagram Union Employees vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare The Pension Plan for Seagram Union Employees side-by-side with 3 peers →

The Pension Plan for Seagram Union Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Norcal Insurance Company Pension Plan in AL ($38M); by covered participants it is Me West Castings Pension Plan for Tempe Bargaining Unit Employees in MN (60 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (60 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 The Pension Plan for Seagram Union Employees assets move in 2023? ▼
The Pension Plan for Seagram Union Employees edged up modestly - up 2.4% during 2023, from $37M to $38M. Reported net income was $1M.
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.
Where does The Pension Plan for Seagram Union Employees rank by assets among Form 5500 filers? ▼
The Pension Plan for Seagram Union Employees ranks in the 82nd 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 Defined Benefit (Pension) plans are similar in size to The Pension Plan for Seagram Union Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Norcal Insurance Company Pension Plan in AL ($38M, 58 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Pension Plan for Seagram Union Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Me West Castings Pension Plan for Tempe Bargaining Unit Employees in MN (60 participants, $5M 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.