Defined Benefit (Pension) · DOL Form 5500 · 2023

Moet Hennessy USA Inc. Pension Plan

Data updated 2026-08-11

$134M
Total assets
381
Participants
93rd
Percentile by assets
$352,257
Avg per participant
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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.

  • 93rd percentile by assets (of 127,072 plans)
  • #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.

$134M
total plan assets (2023 EOY)
381
covered participants
93rd
percentile by assets (of 127,072 plans)
$352,257
avg assets per participant

Where Lvmh Affiliates' Retirement Plan, Wines & Spirits sits 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 $2,010,000,000 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

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 →

State
New York
Industry
Wholesale Trade

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Lvmh Affiliates' Retirement Plan, Wines & Spirits reports 381 participants - about 48% of that state average ($134M EOY assets).

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.)

$240M$260M$280M$300M$320M 202220232024 $251M $297M ▲ +18.3%
Total plan assets by year, all Moet Hennessy USA Inc. plans on file
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 ($B) Participants Lvmh Affiliates' Ret…, Total assets ($B): 0.134209771 · Participants: 381Lvmh Affiliates' Ret…IBM Personal Pension…, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension…Consolidated Edison …, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison …1199seiu Health Care…, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care…Pfizer Consolidated …, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated …Pepsico Employees Re…, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Re…
Lvmh Affiliates' Retirement Plan, Wines & Spirits vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Lvmh Affiliates' Retirement Plan, Wines … side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Lvmh Affiliates' Retirement Plan, Wines & Spirits by total assets, not by location.

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).

Next read for Lvmh Affiliates' Retirement Plan, Wines …

Filing takeaways

Ways to act on Lvmh Affiliates' Retirement Plan, Wines & Spirits's numbers.

  • By total assets, Lvmh Affiliates' Retirement Plan, Wines & Spirits ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
  • Moet Hennessy USA Inc.'s sponsor-wide assets have grown 18.3% since 2022 across 3 plan years on file. More Wholesale Trade plans

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.