Defined Benefit (Pension) · DOL Form 5500 · 2024

Diageo North America, Inc. Pension Plan

Data updated 2026-08-11

$530M
Total assets
1,700
Participants
97th
Percentile by assets
$311,732
Avg per participant
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Official DOL plan name: Diageo North America, Inc. Cash Balance Pension Plan · Sponsored by Diageo North America, Inc. · New York · Manufacturing

$530M in assets, 1,700 participants

Diageo North America, Inc.'s Diageo North America, Inc. Cash Balance Pension Plan reported $530M in total assets and 1,700 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

  • 97th percentile by assets (of 123,622 plans)
  • #17,026 in Manufacturing (17,777 peers)

Coverage in New York

Diageo North America, Inc. Cash Balance Pension Plan covers 1,700 participants in New York, 2.1x the typical New York plan (state average ~798 per filing). Assets: $530M.

$530M
total plan assets (2024 EOY)
1,700
covered participants
97th
percentile by assets (of 123,622 plans)
$311,732
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Diageo North America, Inc. Cash Balance Pension Plan reported net income fell from $37M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Diageo North America, Inc. Cash Balance Pension Plan end-of-year assets rose from $487M in the plan year 2023 filing to $530M in the plan year 2024 filing.
  • Diageo North America, Inc. Cash Balance Pension Plan reported participants rose from 1,629 in the plan year 2023 filing to 1,700 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
New York
Industry
Manufacturing

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Diageo North America, Inc. Cash Balance Pension Plan reports 1,700 participants - 2.1x that state average ($530M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$487M
Net Assets (End of Year)$530M
Net Income$5M
Employer EIN061067908
Plan Effective Date1969-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Diageo North America, Inc.)

$0.85B$0.9B$0.95B$1B$1.05B$1.1B 202220232024 $0.91B $1.05B ▲ +15.4%
Total plan assets by year, all Diageo North America, Inc. plans on file
Year Plans Participants Total Assets
2022 7 4,419 $908M
2023 7 4,620 $1.0B
2024 7 4,714 $1.1B

Nearby Defined Benefit (Pension) Plans in New York

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

Diageo North America, Inc. Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

Diageo North America, Inc. Cash Balance Pension 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 Diageo North America…IBM Personal Pension…1199seiu Health Care…Consolidated Edison …Pfizer Consolidated …GE Energy Pension Plan
Diageo North America, Inc. Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Diageo North America, Inc. Cash Balance … side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Diageo North America, Inc. Cash Balance Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Diageo North America, Inc. Cash Balance Pension Plan assets move in 2024? ▼
Diageo North America, Inc. Cash Balance Pension Plan grew at a solid clip - up 8.7% during 2024, from $487M to $530M. Reported net income was $5M.
How have Diageo North America, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Diageo North America, Inc.'s sponsor-wide assets grew 16.0%, from $908M to $1.1B.
Where does Diageo North America, Inc. Cash Balance Pension Plan rank by assets among Form 5500 filers? ▼
Diageo North America, Inc. Cash Balance Pension Plan ranks in the 97th 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 Diageo North America, Inc. Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is United Food & Commercial Workers Union Local 152 Retail Meat Pension Plan in NJ ($530M, 1,525 participants).

Next read for Diageo North America, Inc. Cash Balance …

Filing takeaways

Ways to act on Diageo North America, Inc. Cash Balance Pension Plan's numbers.

  • By total assets, Diageo North America, Inc. Cash Balance Pension 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
  • Diageo North America, Inc.'s sponsor-wide assets have grown 16.0% since 2022 across 3 plan years on file. More Manufacturing 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 061067908.

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.