Defined Benefit (Pension) · DOL Form 5500 · 2024
Beam Global Spirits & Wine, Inc. Pension Plan
Data updated 2026-08-11
- $159M
- Total assets
- 295
- Participants
- 93rd
- Percentile by assets
- $538,894
- Avg per participant
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.
- 93rd percentile by assets (of 123,622 plans)
- #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.
- $159M
- total plan assets (2024 EOY)
- 295
- covered participants
- 93rd
- percentile by assets (of 123,622 plans)
- $538,894
- avg assets per participant
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.
Where Beam Pension Plan sits 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
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.
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. Beam Pension Plan reports 295 participants - about 38% of that state average ($159M EOY assets).
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.)
| 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.
Beam Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Beam Pension Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Beam Pension Plan assets move in 2024? ▼
How have Beam Global Spirits & Wine, Inc. plan assets changed over time? ▼
Where does Beam Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Beam Pension Plan? ▼
Next read for Beam Pension Plan
Filing takeaways
Ways to act on Beam Pension Plan's numbers.
- By total assets, Beam Pension Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Illinois. Compare plans
- Beam Global Spirits & Wine, Inc.'s sponsor-wide assets have declined 24.9% since 2022 across 3 plan years on file. More Manufacturing plans