Defined Benefit (Pension) · DOL Form 5500 · 2023

William Grant & Sons, Inc. Pension Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
8
Participants Small participant base
67th
Percentile by assets National rank
$1.9M
Avg per participant High balance/head
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Official DOL plan name: William Grant & Sons, Inc. Pension Plan · Sponsored by William Grant & Sons, Inc. · New Jersey · Manufacturing

$15M in assets, 8 participants

William Grant & Sons, Inc.'s William Grant & Sons, Inc. Pension Plan reported $15M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #10,411 in Manufacturing (18,722 peers)

What the 2023 filing shows

William Grant & Sons, Inc. Pension Plan holds $15M for 8 participants - about $1.9M per participant, above the median plan by assets.

#10,411
in Manufacturing (18,722 peers)
+5.0%
assets growth YoY

William Grant & Sons, Inc. Pension Plan's outsized position by total assets

William Grant & Sons, Inc. Pension Plan vs every filed plan by assets

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

$14,980,185 Top 33% higher than 67% 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

William Grant & Sons, Inc. Pension Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. William Grant & Sons, Inc. Pension Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • William Grant & Sons, Inc. Pension Plan reported net income rose from $476K in the plan year 2022 filing to $716K in the plan year 2023 filing.
  • William Grant & Sons, Inc. Pension Plan reported participants fell from 11 in the plan year 2022 filing to 8 in the plan year 2023 filing.
  • William Grant & Sons, Inc. Pension Plan end-of-year assets rose from $14M in the plan year 2022 filing to $15M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 221757718 · William Grant & Sons, Inc. PY 2023 · Defined Benefit (Pension)

William Grant & Sons, Inc. Pension Plan · $15M · 8 · 67th

  • NET $15M
  • BOOK 8
  • VS-ST 67th
  • BOY Defined Benefit (Pension)
  • SCH near Anderson-Tully Hourly Employees' Pension Plan
  • EBSA ind #10411

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 Jersey →

William Grant & Sons, Inc. Pension Plan in the asset neighbourhood

Los Angeles Philharmonic Association Staff Retirement PlanLos Angeles Philharmonic Ass…$15MPension Plan for the Staff of the Ct Laborers FundPension Plan for the Staff o…$15MWilliam Grant & Sons, Inc. Pension PlanWilliam Grant & Sons, Inc. P…$15MAnderson-Tully Hourly Employees' Pension PlanAnderson-Tully Hourly Employ…$15MOperating Engineers #800 & Wyoming Contractors' Association, Inc. Pension Trust FundOperating Engineers #800 & W…$15M
End-of-year total assets ($M) among William Grant & Sons, Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$15M
Net Income$716K
Employer EIN221757718
Plan Effective Date1968-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (William Grant & Sons, Inc.)

Sponsor-wide plan assets over time

All William Grant & Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$107M 7.140373887502101% vs 2022
2024 filing year
$95M$100M$105M$110M$115M$120M 202220232024 $100M $107M ▲ +7.1%
Year Plans Participants Total Assets
2022 2 305 $100M
2023 2 310 $114M
2024 1 317 $107M

Nearby Defined Benefit (Pension) Plans in New Jersey

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

William Grant & Sons, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants William Grant & Sons, Inc. Pension Plan, Total assets ($B): 0.014980185 · Participants: 8William Grant & Sons, Inc. Pension PlanRetirement Plan of Johnson and Johnson, Total assets ($B): 21.174819996 · Participants: 37749Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 16.279006871 · Participants: 90644JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 13.864923 · Participants: 7492Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.225782081 · Participants: 16230The Prudential Merged Retirement PlanVerizon Pension Plan for Associates, Total assets ($B): 10.930667796 · Participants: 23778Verizon Pension Plan for Associates
William Grant & Sons, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare William Grant & Sons, Inc. Pension Plan side-by-side with 3 peers →

William Grant & Sons, Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Anderson-Tully Hourly Employees' Pension Plan in MS ($15M); by covered participants it is R. Ward & Associates, Inc. Cash Balance Plan in MO (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 William Grant & Sons, Inc. Pension Plan assets move in 2023? ▼
William Grant & Sons, Inc. Pension Plan grew at a solid clip - up 5.0% during 2023, from $14M to $15M. Reported net income was $716K.
How have William Grant & Sons, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), William Grant & Sons, Inc.'s sponsor-wide assets grew 7.1%, from $100M to $107M.
Which Defined Benefit (Pension) plans are similar in size to William Grant & Sons, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Anderson-Tully Hourly Employees' Pension Plan in MS ($15M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to William Grant & Sons, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is R. Ward & Associates, Inc. Cash Balance Plan in MO (8 participants, $992K 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 221757718.

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.