Defined Benefit (Pension) · DOL Form 5500 · 2024

Pernod Ricard USA, LLC Pension Plan

Data updated 2026-08-06

$230M
Total assets: 181
Participants: 95th
Percentile by assets: $1.3M
Avg per participant

Official DOL plan name: Pernod Ricard USA, LLC Employees' Retirement Plan · Sponsored by Pernod Ricard USA, LLC · New York · Wholesale Trade

$230M in assets, 181 participants

Pernod Ricard USA, LLC's Pernod Ricard USA, LLC Employees' Retirement Plan reported $230M in total assets and 181 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

95th percentile by assets (of 116,472 plans)

Coverage in New York

Pernod Ricard USA, LLC Employees' Retirement Plan covers 181 participants in New York, about 23% of the average New York filer (state average ~795 per filing). Assets: $230M.

$230M
total plan assets (2024 EOY): 181
covered participants: 95th
percentile by assets (of 116,472 plans): $1.3M
avg assets per participant

The plan reported a net loss of $47M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pernod Ricard USA, LLC Employees' Retirement Plan reported net income fell from $13M in the plan year 2023 filing to -$47M in the plan year 2024 filing.
Pernod Ricard USA, LLC Employees' Retirement Plan end-of-year assets fell from $276M in the plan year 2023 filing to $230M in the plan year 2024 filing.
Pernod Ricard USA, LLC Employees' Retirement Plan reported participants fell from 210 in the plan year 2023 filing to 181 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

New York

Industry

Wholesale Trade

Participants vs New York filers

In New York, the average filing covers about 795 participants across 8,491 plans. Pernod Ricard USA, LLC Employees' Retirement Plan reports 181 participants - about 23% of that state average ($230M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)	$276M
Net Assets (End of Year)	$229M
Net Income	-$47M
Employer EIN	522318616
Plan Effective Date	1986-01-01
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 Defined Benefit (Pension) Plans in New York

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

Pernod Ricard USA, LLC Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

IBM Personal Pension Plan $17.9B · 48,014
1199seiu Health Care Employees Pension Fund $16.9B · 111,833
Consolidated Edison Retirement Plan $15.6B · 10,608
Pfizer Consolidated Pension Plan $10.0B · 8,876
GE Energy Pension Plan $8.9B · 5,829

Compare Pernod Ricard USA, LLC Employees' Retire… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Pernod Ricard USA, LLC Employees' Retirement Plan by total assets, not by location.

Hill-Rom, Inc. Pension Plan (IN) $230M · 780
2018 US Graphic Packaging International Pension Plan (GA) $230M · 2,144
Retirement Plan for Partners of Wilmer Cutler Pickering Hale and Dorr LLP (MA) $230M · 254
Shaws Supermarkets, Inc. Pension Plan for Union Employees (ID) $230M · 5,378

Frequently Asked Questions

How did Pernod Ricard USA, LLC Employees' Retirement Plan assets move in 2024? ▼

Pernod Ricard USA, LLC Employees' Retirement Plan declined sharply - down 16.8% during 2024, from $276M to $230M. Reported net income was -$47M.

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 Pernod Ricard USA, LLC Employees' Retirement Plan rank by assets among Form 5500 filers? ▼

Pernod Ricard USA, LLC Employees' Retirement Plan ranks in the 95th 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 Defined Benefit (Pension) plans are similar in size to Pernod Ricard USA, LLC Employees' Retirement Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Hill-Rom, Inc. Pension Plan in IN ($230M, 780 participants).

Next read for Pernod Ricard USA, LLC Employees' Retire…

Filing takeaways

Ways to act on Pernod Ricard USA, LLC Employees' Retirement Plan's numbers.

By total assets, Pernod Ricard USA, LLC Employees' Retirement Plan ranks in the top 5% 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
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.