Defined Benefit (Pension) · DOL Form 5500 · 2024

Moet Hennessy USA Inc. Pension Plan

Data updated 2026-08-25

$131M
Total assets Near avg plan size
339
Participants Below avg headcount
92nd
Percentile by assets National rank
$387,483
Avg per participant High balance/head
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Official DOL plan name: Lvmh Affiliates' Retirement Plan, Wines & Spirits · Sponsored by Moet Hennessy USA Inc. · New York · Wholesale Trade

$131M in assets, 339 participants

Moet Hennessy USA Inc.'s Lvmh Affiliates' Retirement Plan, Wines & Spirits reported $131M in total assets and 339 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #5,699 in Wholesale Trade (6,080 peers)

Coverage in New York

Lvmh Affiliates' Retirement Plan, Wines & Spirits covers 339 participants in New York, about 42% of the average New York filer (state average ~798 per filing). Assets: $131M.

#5,699
in Wholesale Trade (6,080 peers)
-2.1%
assets change YoY
1.3×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lvmh Affiliates' Retirement Plan, Wines & Spirits's outsized position by total assets

Lvmh Affiliates' Retirement Plan, Wines & Spirits vs every filed plan by assets

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

$131,356,882 Top 8% higher than 92% 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

Lvmh Affiliates' Retirement Plan, Wines & Spirits among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lvmh Affiliates' Retirement Plan, Wines & Spirits sits mid-pack in the medium band (339 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lvmh Affiliates' Retirement Plan, Wines & Spirits reported net income fell from $6M in the plan year 2023 filing to -$3M in the plan year 2024 filing.
  • Lvmh Affiliates' Retirement Plan, Wines & Spirits reported participants fell from 381 in the plan year 2023 filing to 339 in the plan year 2024 filing.
  • Lvmh Affiliates' Retirement Plan, Wines & Spirits end-of-year assets fell from $134M in the plan year 2023 filing to $131M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 135371790 · Moet Hennessy USA Inc. PY 2024 · Defined Benefit (Pension)

Lvmh Affiliates' Retirement Plan, Wines & Spirits · $131M · 339 · 92nd

  • BOY $131M
  • BOY 339
  • BOY 92nd
  • BOY Defined Benefit (Pension)
  • BOY near Major League Baseball Pension Plan for Non-Uniformed Personnel
  • BOY ind #5699

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 Wholesale Trade retirement plans → · Plans in New York →

Lvmh Affiliates' Retirement Plan, Wines & Spirits in the asset neighbourhood

Steelworkers Western Independent Shops Pension PlanSteelworkers Western Indepen…$132MClopay Ames Pension Plan$132MHarbisonwalker International, Inc. Salary Pension PlanHarbisonwalker International…$132MLvmh Affiliates' Retirement Plan, Wines & SpiritsLvmh Affiliates' Retirement …$131MMajor League Baseball Pension Plan for Non-Uniformed PersonnelMajor League Baseball Pensio…$131M
End-of-year total assets ($M) among Lvmh Affiliates' Retirement Plan, Wines & Spirits and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$134M
Net Assets (End of Year)$131M
Net Income-$3M
Employer EIN135371790
Plan Effective Date1971-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Moet Hennessy USA Inc.)

Sponsor-wide plan assets over time

All Moet Hennessy USA Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$297M 18.31580156875578% vs 2022
2024 filing year
$240M$260M$280M$300M$320M 202220232024 $251M $297M ▲ +18.3%
Year Plans Participants Total Assets
2022 2 1,121 $251M
2023 2 1,034 $273M
2024 2 1,100 $297M

Nearby Defined Benefit (Pension) Plans in New York

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

Lvmh Affiliates' Retirement Plan, Wines & Spirits vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Lvmh Affiliates' Retirement Plan, Wines & Spirits, Total assets ($B): 0.131356882 · Participants: 339Lvmh Affiliates' Retirement Plan, Wines & SpiritsIBM 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
Lvmh Affiliates' Retirement Plan, Wines & Spirits vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Lvmh Affiliates' Retirement Plan, Wines & Spirits side-by-side with 3 peers →

Lvmh Affiliates' Retirement Plan, Wines & Spirits's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Major League Baseball Pension Plan for Non-Uniformed Personnel in IL ($131M); by covered participants it is Sun Health Corporation Pension Plan in AZ (339 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (339 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 Lvmh Affiliates' Retirement Plan, Wines & Spirits assets move in 2024? ▼
Lvmh Affiliates' Retirement Plan, Wines & Spirits edged down modestly - down 2.1% during 2024, from $134M to $131M. Reported net income was -$3M.
How have Moet Hennessy USA Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Moet Hennessy USA Inc.'s sponsor-wide assets grew 18.3%, from $251M to $297M.
Where does Lvmh Affiliates' Retirement Plan, Wines & Spirits rank by assets among Form 5500 filers? ▼
Lvmh Affiliates' Retirement Plan, Wines & Spirits ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Lvmh Affiliates' Retirement Plan, Wines & Spirits? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Major League Baseball Pension Plan for Non-Uniformed Personnel in IL ($131M, 288 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Lvmh Affiliates' Retirement Plan, Wines & Spirits? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Sun Health Corporation Pension Plan in AZ (339 participants, $33M 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 135371790.

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.