Defined Benefit (Pension) · DOL Form 5500 · 2024

Diageo North America, Inc. Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
75
Participants Small participant base
42nd
Percentile by assets National rank
$66,741
Avg per participant Below avg balance/head
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Official DOL plan name: Stitzel-Weller Hourly Retirement Plan · Sponsored by Diageo North America, Inc. · New York · Manufacturing

$5M in assets, 75 participants

Diageo North America, Inc.'s Stitzel-Weller Hourly Retirement Plan reported $5M in total assets and 75 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #4,466 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 Stitzel-Weller Hourly Retirement Plan at $5M / 75 participants.

#4,466
in Manufacturing (17,777 peers)
-3.6%
assets change YoY

The plan reported a net loss of $188K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stitzel-Weller Hourly Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Stitzel-Weller Hourly Retirement Plan vs every filed plan by assets

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

$5,005,541 42nd percentile higher than 42% 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

Stitzel-Weller Hourly Retirement 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. Stitzel-Weller Hourly Retirement Plan is a small filing (75 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stitzel-Weller Hourly Retirement Plan reported net income fell from $117K in the plan year 2023 filing to -$188K in the plan year 2024 filing.
  • Stitzel-Weller Hourly Retirement Plan reported participants rose from 57 in the plan year 2023 filing to 75 in the plan year 2024 filing.
  • Stitzel-Weller Hourly Retirement Plan end-of-year assets fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

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

Stitzel-Weller Hourly Retirement Plan · $5M · 75 · 42nd

  • TYPE $5M
  • TYPE 75
  • TYPE 42nd
  • TYPE Defined Benefit (Pension)
  • TYPE near Eric Herman Prototype Defined Contribution Keogh Hr10 Plan
  • TYPE ind #4466

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 →

Stitzel-Weller Hourly Retirement Plan in the asset neighbourhood

Eric Herman Prototype Defined Contribution Keogh Hr10 PlanEric Herman Prototype Define…$5MMilpower, Inc. Defined Benefit Pension PlanMilpower, Inc. Defined Benef…$5MStitzel-Weller Hourly Retirement PlanStitzel-Weller Hourly Retire…$5MElementis Chemicals Inc. Employees' Retirement PlanElementis Chemicals Inc. Emp…$5MVoorhees College Pension Plan$5M
End-of-year total assets ($M) among Stitzel-Weller Hourly Retirement 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)$5M
Net Assets (End of Year)$5M
Net Income-$188K
Employer EIN061067908
Plan Effective Date1969-01-01
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.

Stitzel-Weller Hourly Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Stitzel-Weller Hourly Retirement Plan, Total assets ($B): 0.005005541 · Participants: 75Stitzel-Weller Hourly Retirement 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
Stitzel-Weller Hourly Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Stitzel-Weller Hourly Retirement Plan side-by-side with 3 peers →

Stitzel-Weller Hourly Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Eric Herman Prototype Defined Contribution Keogh Hr10 Plan in NJ ($5M); by covered participants it is Employees' Pension Plan of Coca-Cola Bottling Company, Kokomo, Indiana, Inc. in IN (75 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (75 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 Stitzel-Weller Hourly Retirement Plan assets move in 2024? ▼
Stitzel-Weller Hourly Retirement Plan edged down modestly - down 3.6% during 2024, from $5M to $5M. Reported net income was -$188K.
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 Stitzel-Weller Hourly Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Eric Herman Prototype Defined Contribution Keogh Hr10 Plan in NJ ($5M, 5 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Stitzel-Weller Hourly Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Employees' Pension Plan of Coca-Cola Bottling Company, Kokomo, Indiana, Inc. in IN (75 participants, $8M 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.