Diageo North America, Inc. Savings Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Diageo North America, Inc. · New York · Manufacturing
What the 2023 filing shows
Diageo North America, Inc. Savings Plan holds $440M for 1,830 participants — about $240,612 per participant, up 9.5% over the 2024 plan year.
- $440M
- total plan assets (2024 EOY)
- 1,830
- covered participants
- $240,612
- avg assets per participant
- +9.5%
- assets growth YoY
What the Filing Says About Diageo North America, Inc. Savings Plan
Diageo North America, Inc. Savings Plan is a 401(k) retirement plan sponsored by Diageo North America, Inc., headquartered in New York. As of the 2024 Form 5500 filing, the plan reports $440M in total end-of-year assets and covers 1,830 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 061067908, and the plan has been effective since 1957-08-21. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $402M at the beginning of 2024 to $440M at year-end — a gain of 9.5%. Net assets (after liabilities) closed the year at $440M, with reported net income of $38M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $402M |
| Total Assets (End of Year) | $440M |
| Net Assets (End of Year) | $440M |
| Net Income | $38M |
| Plan Type | 401(k) |
| Employer EIN | 061067908 |
| Plan Effective Date | 1957-08-21 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Diageo North America, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 7 | 4,419 | $908M |
| 2023 | 7 | 4,620 | $1.0B |
| 2024 | 7 | 4,714 | $1.1B |
Nearby 401(k) Plans in New York
Peer 401(k) plans — same state, same plan type — ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Related Data
Guides
Frequently Asked Questions
How much money is in the Diageo North America, Inc. Savings Plan? ▼
What type of plan is Diageo North America, Inc. Savings Plan? ▼
Who sponsors the Diageo North America, Inc. Savings Plan? ▼
How did Diageo North America, Inc. Savings Plan perform in 2024? ▼
Where can I find official filings for Diageo North America, Inc. Savings Plan? ▼
How does Diageo North America, Inc. Savings Plan compare to other plans? ▼
Explore PlainRetire
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.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.