401(k) · DOL Form 5500 · 2024

Pernod Ricard USA, LLC 401(k) Plan

Data updated 2026-07-24

$358M
Total assets: 1,335
Participants: 96th
Percentile by assets: $268,126
Avg per participant

Official DOL plan name: Savings Plan for Employees of Pernod Ricard USA, LLC · Sponsored by Pernod Ricard USA, LLC · New York · Wholesale Trade

$358M in assets, 1,335 participants

Pernod Ricard USA, LLC's Savings Plan for Employees of Pernod Ricard USA, LLC reported $358M in total assets and 1,335 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

96th percentile by assets (of 116,472 plans)

Where Savings Plan for Employees of Pernod Ricard USA, LLC sits by assets

Savings Plan for Employees of Pernod Ricard USA, LLC sits in the top 5% of all filed plans by assets, $358M for 1,335 participants (~$268,126/participant), up 20.0% in 2024.

$358M
total plan assets (2024 EOY): 1,335
covered participants: 96th
percentile by assets (of 116,472 plans): $268,126
avg assets per participant

Savings Plan for Employees of Pernod Ricard USA, LLC end-of-year assets rose from $298M in the plan year 2023 filing to $358M in the plan year 2024 filing.
Savings Plan for Employees of Pernod Ricard USA, LLC reported net income rose from $56M in the plan year 2023 filing to $60M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

New York

Industry

Wholesale Trade

Savings Plan for Employees of Pernod Ricard USA, LLC vs the 2024 asset distribution

By assets, Savings Plan for Employees of Pernod Ricard USA, LLC outranks 96% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 3.6x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$298M
Net Assets (End of Year)	$358M
Net Income	$60M
Employer EIN	522318616
Plan Effective Date	1981-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Pernod Ricard USA, LLC)

Total plan assets by year, all Pernod Ricard USA, LLC plans on file

Year	Plans	Participants	Total Assets
2022	2	1,408	$506M
2023	2	1,545	$575M
2024	2	1,516	$588M

Nearby 401(k) Plans in New York

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

Savings Plan for Employees of Pernod Ricard USA, LLC vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401(k) Plan $60.4B · 52,674
Morgan Stanley 401(k) Plan $22.2B · 53,860
Pfizer Savings Plan $22.0B · 33,309
The Pepsico Savings Plan $14.9B · 137,398
The Goldman Sachs 401(k) Plan $12.8B · 23,227

Compare Savings Plan for Employees of Pernod Ric… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Savings Plan for Employees of Pernod Ricard USA, LLC by total assets, not by location.

Prosperity Bancshares, Inc. 401(k) Profit Sharing Plan (TX) $358M · 3,623
Toray 401(k) Savings Plan (RI) $358M · 1,764
Aaa Northeast Retirement Plan (RI) $358M · 3,286
Murphy USA Inc. Savings Plan (AR) $358M · 11,354

Frequently Asked Questions

How did Savings Plan for Employees of Pernod Ricard USA, LLC assets move in 2024? ▼

Savings Plan for Employees of Pernod Ricard USA, LLC grew sharply - up 20.0% during 2024, from $298M to $358M. Reported net income was $60M.

How have Pernod Ricard USA, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Pernod Ricard USA, LLC's sponsor-wide assets grew 16.1%, from $506M to $588M.

Where does Savings Plan for Employees of Pernod Ricard USA, LLC rank by assets among Form 5500 filers? ▼

Savings Plan for Employees of Pernod Ricard USA, LLC ranks in the 96th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Savings Plan for Employees of Pernod Ricard USA, LLC? ▼

Among 401(k) plans in other states, the closest by assets is Prosperity Bancshares, Inc. 401(k) Profit Sharing Plan in TX ($358M, 3,623 participants).

Next read for Savings Plan for Employees of Pernod Ric…

Scale reading

Ways to act on Savings Plan for Employees of Pernod Ricard USA, LLC's numbers.

By total assets, Savings Plan for Employees of Pernod Ricard USA, LLC ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
Pernod Ricard USA, LLC's sponsor-wide assets have grown 16.1% 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 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 522318616.

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.