Pernod Ricard USA 401(k) and pension plans

Pernod Ricard USA, LLC, New York, NY. EIN 52-2318616. Annual reports 2009–2024.

Pernod Ricard USA, LLC has 2 active retirement plans on file. The largest is the Savings Plan for Employees of Pernod Ricard USA, LLC, with 2,278 participants and $358 million in assets in 2024. Fidelity has been its recordkeeper since 2009.

Active plans: 2
Participants: 3,868
Plan assets: $587 million
401(k) recordkeeper: Fidelity
Plans on file: 2
Industry: Wholesale trade

All 2 plans

Active plans first

Savings Plan for Employees of Pernod Ricard USA, LLC

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 004Employer EIN 52-2318616
Participants (2024): 2,278
Net assets (2024): $358 million
Recordkeeper: Fidelity2009–2024
Plan administrator: Pernod Ricard USA, LLC
250 Park Ave
New York, NY 10177
(914) 848-4794As filed for 2024
In effect since: July 1, 1981

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,278	$358 million	Fidelity
2023	2,290	$298 million	Fidelity
2022	2,248	$242 million	Fidelity
2021	2,056	$284 million	Fidelity
2020	1,876	$251 million	Fidelity
2019	1,873	$201 million	Fidelity
2018	1,703	$164 million	Fidelity
2017	1,612	$165 million	Fidelity
2016	1,495	$140 million	Fidelity
2015	1,458	$129 million	Fidelity
2014	1,445	$126 million	Fidelity
2013	1,405	$120 million	Fidelity
2012	1,456	$98.0 million	Fidelity
2011	1,476	$86.4 million	Fidelity
2010	1,465	$89.2 million	Fidelity
2009	1,407	$83.0 million	Fidelity

Pernod Ricard USA, LLC Employees' Retirement Plan

Cash balance pensionActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 005Employer EIN 52-2318616
Participants (2024): 1,590
Net assets (2024): $229 million
Administered by: MercerEarlier: Transamerica (2009–2020)
Plan administrator: Pernod Ricard USA, LLC
250 Park Avenue
New York, NY 10177
(212) 372-5400As filed for 2024
In effect since: January 1, 1986

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,590	$229 million	Mercer
2023	2,546	$276 million	Mercer
2022	2,616	$263 million	Mercer
2021	2,690	$348 million	Mercer
2020	2,741	$348 million	Transamerica
2019	2,855	$309 million	Transamerica
2018	2,960	$264 million	Transamerica
2017	3,118	$284 million	Transamerica
2016	3,788	$281 million	Transamerica
2015	4,025	$262 million	Transamerica
2014	4,112	$283 million	Transamerica
2013	4,270	$262 million	Transamerica
2012	4,327	$257 million	Transamerica
2011	4,310	$240 million	Transamerica
2010	4,237	$230 million	Transamerica
2009	4,373	$211 million	Transamerica

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Savings Plan for Employees of Pernod Ricard USA, LLC. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((914) 848-4794). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Savings Plan for Employees of Pernod Ricard USA, LLC

Pernod Ricard USA, LLC Employees' Retirement Plan

If you had money in one of these plans

What these numbers are

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