2023 Form 5500 filing — Diageo North America, Inc. Cash Balance Pension Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015105622NAL0016187619001) for Diageo North America, Inc. Cash Balance Pension Plan, reported by Diageo North America, Inc. under EIN 06-1067908 and plan number 002. It reports 3,568 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$487.2MReported net assets$487,207,174
Participants3.6K3,568
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241015105622NAL0016187619001
Plan sponsor
Diageo North America, Inc.
EIN
06-1067908
Plan number
002
Location
New York, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$487.4M total assets
Net assets$487.2MLiabilities$143K
Money in vs. money out
Total income / additions$52.5M
Total expenses$15.5M
Benefits paid / distributions$15.5M
Contributions
Employer$10M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$487,350,220
Total liabilities (EOY)
$143,046
Net assets (EOY)
$487,207,174
Employer contributions
$10,000,000
Total income / additions
$52,488,291
Benefits paid
$15,471,381
Administrative expenses
$0
Total expenses
$15,471,381
Net increase / (decrease)
$37,016,910

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015105622NAL0016187619001 cover?
It is the 2023 Form 5500 filing for Diageo North America, Inc. Cash Balance Pension Plan, reported by Diageo North America, Inc. (EIN 06-1067908).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages