401(k) · DOL Form 5500 · 2024

Diageo North America, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
676
Participants Below avg headcount
63rd
Percentile by assets National rank
$20,439
Avg per participant Low balance/head
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Official DOL plan name: Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees · Sponsored by Diageo North America, Inc. · New York · Manufacturing

$14M in assets, 676 participants

Diageo North America, Inc.'s Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees reported $14M in total assets and 676 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #8,909 in Manufacturing (17,777 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 Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees at $14M / 676 participants.

#8,909
in Manufacturing (17,777 peers)
+9.5%
assets growth YoY

Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees's mid-pack asset rank among Manufacturing and all filers

Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$13,817,069 Top 37% higher than 63% of 123,620 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 2024

Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees sits mid-pack in the medium band (676 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees reported participants fell from 701 in the plan year 2023 filing to 676 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 061067908 · Diageo North America, Inc. PY 2024 · 401(k)

Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees · $14M · 676 · 63rd

  • PART $14M
  • PART 676
  • PART 63rd
  • PART 401(k)
  • PART near Esi Inc. of Tennessee 401(k) Profit Sharing Plan
  • PART ind #8909

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 →

Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees in the asset neighbourhood

Diageo North America, Inc. 401(k) Retirement Savings Plan for Union EmployeesDiageo North America, Inc. 4…$14MEsi Inc. of Tennessee 401(k) Profit Sharing PlanEsi Inc. of Tennessee 401(k)…$14MConcept 401(k) Plan$14MFrick's Meat Products, Inc. 401(k) PlanFrick's Meat Products, Inc. …$14MKismet Peo 401(k) Plan$14M
End-of-year total assets ($M) among Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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 (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$1M
Employer EIN061067908
Plan Effective Date1944-09-07
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees, Total assets ($B): 0.013817069 · Participants: 676Diageo North America, Inc. 401(k) Retirement Savings Plan for Union EmployeesIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees vs. nearby 401(k) plans in New York, assets vs. participants
Compare Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees side-by-side with 3 peers →

Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Esi Inc. of Tennessee 401(k) Profit Sharing Plan in GA ($14M); by covered participants it is Granite Group Wholesalers Profit Sharing Plan & Trust in NH (676 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (676 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees assets move in 2024? ▼
Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees grew at a solid clip - up 9.5% during 2024, from $13M to $14M. 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.
Which 401(k) plans are similar in size to Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees? ▼
Among 401(k) plans in other states, the closest by assets is Esi Inc. of Tennessee 401(k) Profit Sharing Plan in GA ($14M, 43 participants).
Which 401(k) plans cover a similar participant headcount to Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is Granite Group Wholesalers Profit Sharing Plan & Trust in NH (676 participants, $65M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.