401(k) · DOL Form 5500 · 2024

Suntory Global Spirits, Inc. 401(k) Plan

Data updated 2026-08-25

$631M
Total assets Above avg plan size
2,062
Participants Near avg headcount
98th
Percentile by assets National rank
$306,100
Avg per participant High balance/head
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Official DOL plan name: Suntory Global Spirits Retirement Savings Plan · Sponsored by Suntory Global Spirits, Inc. · New York · Management of Enterprises

$631M in assets, 2,062 participants

Suntory Global Spirits, Inc.'s Suntory Global Spirits Retirement Savings Plan reported $631M in total assets and 2,062 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

  • #1,050 in Management of Enterprises (1,133 peers)

Coverage in New York

Suntory Global Spirits Retirement Savings Plan covers 2,062 participants in New York, 2.6x the typical New York plan (state average ~798 per filing). Assets: $631M.

#1,050
in Management of Enterprises (1,133 peers)
+9.3%
assets growth YoY
6.3×
vs typical plan assets (national mean)

Suntory Global Spirits Retirement Savings Plan's outsized position by total assets

Suntory Global Spirits Retirement Savings Plan vs every filed plan by assets

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

$631,178,718 Top 2% higher than 98% 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

Suntory Global Spirits Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Suntory Global Spirits Retirement Savings Plan lands in the large band (2,062 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Suntory Global Spirits Retirement Savings Plan reported net income fell from $101M in the plan year 2023 filing to $54M in the plan year 2024 filing.
  • Suntory Global Spirits Retirement Savings Plan end-of-year assets rose from $577M in the plan year 2023 filing to $631M in the plan year 2024 filing.
  • Suntory Global Spirits Retirement Savings Plan reported participants rose from 1,981 in the plan year 2023 filing to 2,062 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 133295276 · Suntory Global Spirits, Inc. PY 2024 · 401(k)

Suntory Global Spirits Retirement Savings Plan · $631M · 2,062 · 98th

  • PART $631M
  • TYPE 2,062
  • NET 98th
  • BOOK 401(k)
  • VS-ST near Solenis, LLC Employee Savings Plan
  • BOY ind #1050

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 Management of Enterprises retirement plans → · Plans in New York →

Suntory Global Spirits Retirement Savings Plan in the asset neighbourhood

Schwan's Company Retirement Savings PlanSchwan's Company Retirement …$632MSuntory Global Spirits Retirement Savings PlanSuntory Global Spirits Retir…$631MSolenis, LLC Employee Savings PlanSolenis, LLC Employee Saving…$631MHorizon Air Savings Investment PlanHorizon Air Savings Investme…$631MBuckeye Pipe Line Services Company Retirement and Savings PlanBuckeye Pipe Line Services C…$631M
End-of-year total assets ($M) among Suntory Global Spirits Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$577M
Net Assets (End of Year)$631M
Net Income$54M
Employer EIN133295276
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Suntory Global Spirits, Inc.)

Sponsor-wide plan assets over time

All Suntory Global Spirits, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$631M 32.67579567597567% vs 2022
2024 filing year
$450M$500M$550M$600M$650M 202220232024 $476M $631M ▲ +32.7%
Year Plans Participants Total Assets
2022 1 1,788 $476M
2023 1 1,981 $577M
2024 1 2,062 $631M

Nearby 401(k) Plans in New York

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

Suntory Global Spirits Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Suntory Global Spirits Retirement Savings Plan, Total assets ($B): 0.631178718 · Participants: 2062Suntory Global Spirits Retirement Savings PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Suntory Global Spirits Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Suntory Global Spirits Retirement Savings Plan side-by-side with 3 peers →

Suntory Global Spirits Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Solenis, LLC Employee Savings Plan in DE ($631M); by covered participants it is Tucson Electric Power Company 401(k) in AZ (2,061 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($631M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,062 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 Suntory Global Spirits Retirement Savings Plan assets move in 2024? ▼
Suntory Global Spirits Retirement Savings Plan grew at a solid clip - up 9.3% during 2024, from $577M to $631M. Reported net income was $54M.
How have Suntory Global Spirits, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Suntory Global Spirits, Inc.'s sponsor-wide assets grew 32.7%, from $476M to $631M.
Where does Suntory Global Spirits Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Suntory Global Spirits Retirement Savings Plan ranks in the 98th 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 401(k) plans are similar in size to Suntory Global Spirits Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Solenis, LLC Employee Savings Plan in DE ($631M, 1,937 participants).
Which 401(k) plans cover a similar participant headcount to Suntory Global Spirits Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tucson Electric Power Company 401(k) in AZ (2,061 participants, $519M 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 133295276.

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.