Defined Benefit (Pension) · DOL Form 5500 · 2024
Beam Global Spirits & Wine, Inc. Pension Plan
Data updated 2026-08-25
- $159M
- Total assets Near avg plan size
- 295
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $538,894
- Avg per participant High balance/head
Official DOL plan name: Beam Pension Plan · Sponsored by Beam Global Spirits & Wine, Inc. · Illinois · Manufacturing
$159M in assets, 295 participants
Beam Global Spirits & Wine, Inc.'s Beam Pension Plan reported $159M in total assets and 295 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #15,964 in Manufacturing (17,777 peers)
Coverage in Illinois
Beam Pension Plan covers 295 participants in Illinois, about 38% of the average Illinois filer (state average ~779 per filing). Assets: $159M.
- #15,964
- in Manufacturing (17,777 peers)
- -6.5%
- assets change YoY
- 1.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Beam Pension Plan's outsized position by total assets
Beam Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$158,973,658 Top 7% higher than 93% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Beam Pension 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. Beam Pension Plan sits mid-pack in the medium band (295 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Beam Pension Plan reported net income rose from -$41M in the plan year 2023 filing to -$11M in the plan year 2024 filing.
- Beam Pension Plan reported participants fell from 318 in the plan year 2023 filing to 295 in the plan year 2024 filing.
- Beam Pension Plan end-of-year assets fell from $170M in the plan year 2023 filing to $159M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 364054676 · Beam Global Spirits & Wine, Inc. PY 2024 · Defined Benefit (Pension)
Beam Pension Plan · $159M · 295 · 93rd
- BOY $159M
- BOY 295
- BOY 93rd
- BOY Defined Benefit (Pension)
- BOY near Pension Plan of the Plumbers & Pipefitters Local Union No. 630 Pension - Annuity Trust Fund
- BOY ind #15964
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 Illinois →
Beam Pension Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $170M |
|---|---|
| Net Assets (End of Year) | $159M |
| Net Income | -$11M |
| Employer EIN | 364054676 |
| Plan Effective Date | 1965-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Beam Global Spirits & Wine, Inc.)
Sponsor-wide plan assets over time
All Beam Global Spirits & Wine, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $159M 24.885541916515404% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 348 | $212M |
| 2023 | 1 | 318 | $170M |
| 2024 | 1 | 295 | $159M |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central States, Southeast & Southwest Areas Pension Plan $48.2B · 36,799
- State Farm Insurance Companies Retirement Plan for United States Employees $37.7B · 41,619
- GE Healthcare Pension Plan $13.7B · 5,554
- Abbott Laboratories Annuity Retirement Plan $8.6B · 17,875
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.2B · 20,984
Beam Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is Pension Plan of the Plumbers & Pipefitters Local Union No. 630 Pension - Annuity Trust Fund in FL ($159M); by covered participants it is Imerys USA Pension Plan in GA (295 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($159M here).
- Pension Plan of the Plumbers & Pipefitters Local Union No. 630 Pension - Annuity Trust Fund (FL) $159M · 737
- Park Ohio Industries and Subsidiaries Pension Plan (OH) $159M · 2,699
- Pressroom Unions Pension Trust Fund (NY) $159M · 17
- Constellium Rolled Products-Ravenswood LLC Hourly Employees Retirement Plan (WV) $159M · 644
Similar participant headcount
Nearest other-state filings by covered participants (295 participants); asset peers above are excluded.
- Imerys USA Pension Plan (GA) 295 · 0 off
- Ilwu-Pma Watchmen Pension Plan (CA) 295 · 0 off
- Pension Plan for Employees of Unisource Energy Services (AZ) 296 · 1 off
- Ust LLC Retirement Income Plan for Hourly Employees (VA) 296 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.