Plan5500

Diageo North America, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Diageo North America, Inc. (EIN 06-1067908) is a plan sponsor located in New York, NY with 10 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
06-1067908
Location
New York, NY
Loaded plans
10
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Diageo North America, Inc.

  • 10 loaded plans hold $1B in reported assets.
  • The largest, Diageo North America, Inc. Cash Balance Pension Plan, holds 48% of this company's reported plan assets.
  • Plans cover 11,260 reported participants.
  • 7 of 10 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1BSummed across loaded plans$1,006,262,172
Total reported assets$1B$1,006,458,245
Total reported participants11.3K11,260
Total reported liabilities$196.1K$196,073

Reported net position

Reported assets = net assets + liabilities (summed)$1B total assets
Net assets$1BLiabilities$196.1K
Contributions & income
Employer contributions$13.6M
Participant contributions$21.7M
Total income / additions$148.7M
Expenses & distributions
Benefits paid / distributions$50M
Total expenses$50M
Net increase / (decrease)$98.7M

Data coverage

Plans with financial statements7 / 10 (70%)
Plans with provider compensation0 / 10 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets48%Diageo North America, Inc. Cash Balance Pension Plan
Participants per plan1,126Average across loaded plans
Loaded plans10
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Diageo North America, Inc. Cash Balance Pension Plan$487.4M
    Plan #002 · 3,568 participants · 2023
  2. 2
    Diageo North America, Inc. Savings Plan$402M
    Plan #001 · 2,807 participants · 2023
  3. 3
    The Pension Plan For Hourly Paid Employees Of Diageo North America, Inc. At Its Plant At Plainfield, Il$52.9M
    Plan #010 · 572 participants · 2023
  4. 4
    The Pension Plan For Seagram Union Employees$38.3M
    Plan #007 · 360 participants · 2023
  5. 5
    Diageo North America, Inc. 401k Retirement Savings Plan For Union Employees$12.6M
    Plan #011 · 751 participants · 2023
  6. 6
    Schenley Industries Employees' Retirement And Benefit Plan$8.1M
    Plan #008 · 184 participants · 2023
  7. 7
    Stitzel-Weller Hourly Retirement Plan$5.2M
    Plan #009 · 157 participants · 2023
  8. 8
    Diageo North America, Inc. Plan For Salaried Employeesnot reported in the loaded dataset
    Plan #501 · 1,627 participants · 2023
  9. 9
    Diageo North America, Inc. Retiree Health Plannot reported in the loaded dataset
    Plan #512 · 737 participants · 2023
  10. 10
    Diageo North America, Inc. Plan For Hourly Employeesnot reported in the loaded dataset
    Plan #502 · 497 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Diageo North America, Inc.. Open one for its full reported snapshot.

  1. 2023
    Diageo North America, Inc. 401k Retirement Savings Plan For Union Employees751 participants · 2Sch H
    View filing →
  2. 2023
    Diageo North America, Inc. Savings Plan2,807 participants · 2Sch H
    View filing →
  3. 2023
    Diageo North America, Inc. Plan For Salaried Employees1,627 participants · 2No schedules
    View filing →
  4. 2023
    Diageo North America, Inc. Retiree Health Plan737 participants · 2No schedules
    View filing →
  5. 2023
    Diageo North America, Inc. Plan For Hourly Employees497 participants · 2No schedules
    View filing →
  6. 2023
    Diageo North America, Inc. Cash Balance Pension Plan3,568 participants · 2Sch H
    View filing →
  7. 2023
    The Pension Plan For Hourly Paid Employees Of Diageo North America, Inc. At Its Plant At Plainfield, Il572 participants · 2Sch H
    View filing →
  8. 2023
    Schenley Industries Employees' Retirement And Benefit Plan184 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Diageo North America, Inc. report on Form 5500?
Diageo North America, Inc. (EIN 06-1067908) reports 10 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Diageo North America, Inc.?
The Employer Identification Number (EIN) reported for Diageo North America, Inc. is 06-1067908.
What is the latest Form 5500 filing year for Diageo North America, Inc.?
The latest loaded Form 5500 filing year for Diageo North America, Inc. is 2023.

Related Form 5500 pages