Defined Benefit (Pension) · DOL Form 5500 · 2024

Diageo North America, Inc. Pension Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
33
Participants Small participant base
51st
Percentile by assets National rank
$239,173
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Schenley Industries Employees' Retirement and Benefit Plan · Sponsored by Diageo North America, Inc. · New York · Manufacturing

$8M in assets, 33 participants

Diageo North America, Inc.'s Schenley Industries Employees' Retirement and Benefit Plan reported $8M in total assets and 33 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

  • #6,256 in Manufacturing (17,777 peers)

Diageo North America, Inc. multi-year trail

Diageo North America, Inc.'s plans moved +16.0% in assets from 2022 to 2024; this filing shows Schenley Industries Employees' Retirement and Benefit Plan at $8M / 33 participants.

#6,256
in Manufacturing (17,777 peers)
-2.1%
assets change YoY

The plan reported a net loss of $168K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Schenley Industries Employees' Retirement and Benefit Plan's mid-pack asset rank among Manufacturing and all filers

Schenley Industries Employees' Retirement and Benefit Plan vs every filed plan by assets

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

$7,892,708 Top 49% higher than 51% 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

Schenley Industries Employees' Retirement and Benefit Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Schenley Industries Employees' Retirement and Benefit Plan is a small filing (33 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Schenley Industries Employees' Retirement and Benefit Plan reported net income fell from $262K in the plan year 2023 filing to -$168K in the plan year 2024 filing.
  • Schenley Industries Employees' Retirement and Benefit Plan reported participants rose from 32 in the plan year 2023 filing to 33 in the plan year 2024 filing.
  • Schenley Industries Employees' Retirement and Benefit Plan end-of-year assets fell from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 061067908 · Diageo North America, Inc. PY 2024 · Defined Benefit (Pension)

Schenley Industries Employees' Retirement and Benefit Plan · $8M · 33 · 51st

  • EBSA $8M
  • EBSA 33
  • EBSA 51st
  • EBSA Defined Benefit (Pension)
  • EBSA near Bradley Corporation Pension Plan
  • EBSA ind #6256

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 New York →

Schenley Industries Employees' Retirement and Benefit Plan in the asset neighbourhood

Richker Metals, Inc. Defined Benefit Pension PlanRichker Metals, Inc. Defined…$8MSchenley Industries Employees' Retirement and Benefit PlanSchenley Industries Employee…$8MBradley Corporation Pension PlanBradley Corporation Pension …$8MTennessee Education Association Employees' Retirement PlanTennessee Education Associat…$8MUrology Nevada, Ltd. Pension PlanUrology Nevada, Ltd. Pension…$8M
End-of-year total assets ($M) among Schenley Industries Employees' Retirement and Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Diageo North America, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Diageo North America, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.1B 15.978242396181427% vs 2022
2024 filing year
$0.85B$0.9B$0.95B$1B$1.05B$1.1B 202220232024 $0.91B $1.05B ▲ +15.4%
Year Plans Participants Total Assets
2022 7 4,419 $908M
2023 7 4,620 $1.0B
2024 7 4,714 $1.1B

Diageo North America, Inc. filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income-$168K
Employer EIN061067908
Plan Effective Date1987-10-20
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

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

Schenley Industries Employees' Retirement and Benefit Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Schenley Industries Employees' Retirement and Benefit Plan, Total assets ($B): 0.007892708 · Participants: 33Schenley Industries Employees' Retirement and Benefit 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
Schenley Industries Employees' Retirement and Benefit Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Schenley Industries Employees' Retirement and Benefit Plan side-by-side with 3 peers →

Schenley Industries Employees' Retirement and Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Bradley Corporation Pension Plan in WI ($8M); by covered participants it is Bokers, Inc. Salaried Pension Plan in MN (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 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 Schenley Industries Employees' Retirement and Benefit Plan assets move in 2024? ▼
Schenley Industries Employees' Retirement and Benefit Plan edged down modestly - down 2.1% during 2024, from $8M to $8M. Reported net income was -$168K.
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.
Which Defined Benefit (Pension) plans are similar in size to Schenley Industries Employees' Retirement and Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Bradley Corporation Pension Plan in WI ($8M, 129 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Schenley Industries Employees' Retirement and Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Bokers, Inc. Salaried Pension Plan in MN (33 participants, $14M 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 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.