Defined Benefit (Pension) · DOL Form 5500 · 2023

Moet Hennessy USA Inc. Pension Plan

Data updated 2026-08-25

$134M
Total assets Near avg plan size
381
Participants Below avg headcount
93rd
Percentile by assets National rank
$352,257
Avg per participant High balance/head
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Official DOL plan name: Lvmh Affiliates' Retirement Plan, Wines & Spirits · Sponsored by Moet Hennessy USA Inc. · New York · Wholesale Trade

$134M in assets, 381 participants

Moet Hennessy USA Inc.'s Lvmh Affiliates' Retirement Plan, Wines & Spirits reported $134M in total assets and 381 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #5,950 in Wholesale Trade (6,309 peers)

Coverage in New York

Lvmh Affiliates' Retirement Plan, Wines & Spirits covers 381 participants in New York, about 48% of the average New York filer (state average ~798 per filing). Assets: $134M.

#5,950
in Wholesale Trade (6,309 peers)
+4.6%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Lvmh Affiliates' Retirement Plan, Wines & Spirits's outsized position by total assets

Lvmh Affiliates' Retirement Plan, Wines & Spirits vs every filed plan by assets

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

$134,209,771 Top 7% higher than 93% 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

Lvmh Affiliates' Retirement Plan, Wines & Spirits among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lvmh Affiliates' Retirement Plan, Wines & Spirits sits mid-pack in the medium band (381 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lvmh Affiliates' Retirement Plan, Wines & Spirits reported net income rose from -$33M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Lvmh Affiliates' Retirement Plan, Wines & Spirits reported participants fell from 495 in the plan year 2022 filing to 381 in the plan year 2023 filing.
  • Lvmh Affiliates' Retirement Plan, Wines & Spirits end-of-year assets rose from $128M in the plan year 2022 filing to $134M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 135371790 · Moet Hennessy USA Inc. PY 2023 · Defined Benefit (Pension)

Lvmh Affiliates' Retirement Plan, Wines & Spirits · $134M · 381 · 93rd

  • PCT $134M
  • PCT 381
  • PCT 93rd
  • PCT Defined Benefit (Pension)
  • PCT near Phh Pension Plan
  • PCT ind #5950

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 Wholesale Trade retirement plans → · Plans in New York →

Lvmh Affiliates' Retirement Plan, Wines & Spirits in the asset neighbourhood

Retirement Income Plan for Employees of the Chamber of Commerce of the United States of AmericaRetirement Income Plan for E…$134MLvmh Affiliates' Retirement Plan, Wines & SpiritsLvmh Affiliates' Retirement …$134MPhh Pension Plan$134MPension Plan for Employees of the Govt of Canada Locally Engaged in the USA-Qualified Pension PlanPension Plan for Employees o…$134MQuincy Mutual Fire Insurance Company Retirement PlanQuincy Mutual Fire Insurance…$134M
End-of-year total assets ($M) among Lvmh Affiliates' Retirement Plan, Wines & Spirits and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$128M
Net Assets (End of Year)$134M
Net Income$6M
Employer EIN135371790
Plan Effective Date1971-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Moet Hennessy USA Inc.)

Sponsor-wide plan assets over time

All Moet Hennessy USA Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$297M 18.31580156875578% vs 2022
2024 filing year
$240M$260M$280M$300M$320M 202220232024 $251M $297M ▲ +18.3%
Year Plans Participants Total Assets
2022 2 1,121 $251M
2023 2 1,034 $273M
2024 2 1,100 $297M

Nearby Defined Benefit (Pension) Plans in New York

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

Lvmh Affiliates' Retirement Plan, Wines & Spirits vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Lvmh Affiliates' Retirement Plan, Wines & Spirits, Total assets ($B): 0.134209771 · Participants: 381Lvmh Affiliates' Retirement Plan, Wines & SpiritsIBM 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
Lvmh Affiliates' Retirement Plan, Wines & Spirits vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Lvmh Affiliates' Retirement Plan, Wines & Spirits side-by-side with 3 peers →

Lvmh Affiliates' Retirement Plan, Wines & Spirits's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Phh Pension Plan in PA ($134M); by covered participants it is Christian Labor Assn Pension Trust Defined Benefit Plan in MN (381 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (381 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 Lvmh Affiliates' Retirement Plan, Wines & Spirits assets move in 2023? ▼
Lvmh Affiliates' Retirement Plan, Wines & Spirits edged up modestly - up 4.6% during 2023, from $128M to $134M. Reported net income was $6M.
How have Moet Hennessy USA Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Moet Hennessy USA Inc.'s sponsor-wide assets grew 18.3%, from $251M to $297M.
Where does Lvmh Affiliates' Retirement Plan, Wines & Spirits rank by assets among Form 5500 filers? ▼
Lvmh Affiliates' Retirement Plan, Wines & Spirits ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Lvmh Affiliates' Retirement Plan, Wines & Spirits? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Phh Pension Plan in PA ($134M, 521 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Lvmh Affiliates' Retirement Plan, Wines & Spirits? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Christian Labor Assn Pension Trust Defined Benefit Plan in MN (381 participants, $55M 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 135371790.

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.