Defined Benefit (Pension) · DOL Form 5500 · 2024

Pernod Ricard USA, LLC Pension Plan

Data updated 2026-08-25

$230M
Total assets Near avg plan size
181
Participants Below avg headcount
95th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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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.

  • #5,843 in Wholesale Trade (6,080 peers)

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 ~798 per filing). Assets: $230M.

#5,843
in Wholesale Trade (6,080 peers)
-16.8%
assets change YoY
2.3×
vs typical plan assets (national mean)

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's outsized position by total assets

Pernod Ricard USA, LLC Employees' Retirement Plan vs every filed plan by assets

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

$229,817,082 Top 5% higher than 95% 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

Pernod Ricard USA, LLC Employees' Retirement Plan 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. Pernod Ricard USA, LLC Employees' Retirement Plan sits mid-pack in the medium band (181 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

Form 5500 schedule snapshot

Filing strip 522318616 · Pernod Ricard USA, LLC PY 2024 · Defined Benefit (Pension)

Pernod Ricard USA, LLC Employees' Retirement Plan · $230M · 181 · 95th

  • RANK $230M
  • RANK 181
  • RANK 95th
  • RANK Defined Benefit (Pension)
  • RANK near Hill-Rom, Inc. Pension Plan
  • RANK ind #5843

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 Wholesale Trade retirement plans → · Plans in New York →

Pernod Ricard USA, LLC Employees' Retirement Plan in the asset neighbourhood

Retirement Plan for Partners of Wilmer Cutler Pickering Hale and Dorr LLPRetirement Plan for Partners…$230M2018 US Graphic Packaging International Pension Plan2018 US Graphic Packaging In…$230MPernod Ricard USA, LLC Employees' Retirement PlanPernod Ricard USA, LLC Emplo…$230MHill-Rom, Inc. Pension Plan$230MShaws Supermarkets, Inc. Pension Plan for Union EmployeesShaws Supermarkets, Inc. Pen…$230M
End-of-year total assets ($M) among Pernod Ricard USA, LLC Employees' Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$276M
Net Assets (End of Year)$229M
Net Income-$47M
Employer EIN522318616
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pernod Ricard USA, LLC)

Sponsor-wide plan assets over time

All Pernod Ricard USA, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$588M 16.133592349169774% vs 2022
2024 filing year
$450M$500M$550M$600M 202220232024 $506M $588M ▲ +16.1%
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 Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Pernod Ricard USA, LLC Employees' Retirement Plan, Total assets ($B): 0.229817082 · Participants: 181Pernod Ricard USA, LLC Employees' Retirement PlanIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Pernod Ricard USA, LLC Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Pernod Ricard USA, LLC Employees' Retirement Plan side-by-side with 3 peers →

Pernod Ricard USA, LLC Employees' Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Hill-Rom, Inc. Pension Plan in IN ($230M); by covered participants it is Harsco Employees Pension Plan in PA (181 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (181 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 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 123,622 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pernod Ricard USA, LLC Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Harsco Employees Pension Plan in PA (181 participants, $184M 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 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.