401(k) · DOL Form 5500 · 2022

Brown-Forman Corporation 401(k) Plan

Data updated 2026-08-25

$607M
Total assets Above avg plan size
2,348
Participants Above avg headcount
98th
Percentile by assets National rank
$258,515
Avg per participant Above avg balance/head
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Official DOL plan name: Brown-Forman Corporation Savings Plan · Sponsored by Brown-Forman Corporation · Kentucky · Manufacturing

$607M in assets, 2,348 participants

Brown-Forman Corporation's Brown-Forman Corporation Savings Plan reported $607M in total assets and 2,348 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #19,980 in Manufacturing (20,602 peers)

Coverage in Kentucky

Brown-Forman Corporation Savings Plan covers 2,348 participants in Kentucky, 3.6x the typical Kentucky plan (state average ~647 per filing). Assets: $607M.

#19,980
in Manufacturing (20,602 peers)
-18.2%
assets change YoY
6.1×
vs typical plan assets (national mean)

The plan reported a net loss of $135M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Brown-Forman Corporation Savings Plan's outsized position by total assets

Brown-Forman Corporation Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$606,992,524 Top 2% higher than 98% of 139,123 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 2022

Brown-Forman Corporation Savings Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brown-Forman Corporation Savings Plan lands in the large band (2,348 participants).

Plan-year Form 5500 strip

Filing strip 610143150 · Brown-Forman Corporation PY 2022 · 401(k)

Brown-Forman Corporation Savings Plan · $607M · 2,348 · 98th

  • NET $607M
  • BOOK 2,348
  • VS-ST 98th
  • BOY 401(k)
  • SCH near Westat, Inc. Savings Plan
  • EBSA ind #19980

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 Kentucky →

Brown-Forman Corporation Savings Plan in the asset neighbourhood

Intuitive Surgical, Inc. 401(k) PlanIntuitive Surgical, Inc. 401…$607MMars Deferred Compensation PlanMars Deferred Compensation P…$607MMedical Mutual of Ohio Employees' Retirement Savings PlanMedical Mutual of Ohio Emplo…$607MBrown-Forman Corporation Savings PlanBrown-Forman Corporation Sav…$607MWestat, Inc. Savings Plan$607M
End-of-year total assets ($M) among Brown-Forman Corporation Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Kentucky filing particulars

Total Assets (Beginning of Year)$742M
Net Assets (End of Year)$607M
Net Income-$135M
Employer EIN610143150
Plan Effective Date1983-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brown-Forman Corporation)

Sponsor-wide plan assets over time

All Brown-Forman Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$1.3B 3.727796849747266% vs 2022
2024 filing year
$1.26B$1.28B$1.3B$1.32B 202220232024 $1.31B $1.27B ▼ -3.1%
Year Plans Participants Total Assets
2022 6 4,645 $1.3B
2023 6 4,537 $1.3B
2024 6 4,687 $1.3B

Nearby 401(k) Plans in Kentucky

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Brown-Forman Corporation Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 02468 Total assets ($B) Participants Brown-Forman Corporation Savings Plan, Total assets ($B): 0.606992524 · Participants: 2348Brown-Forman Corporation Savings PlanHumana Retirement Savings Plan, Total assets ($B): 6.44425797 · Participants: 44930Humana Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 6.066519058 · Participants: 85671Commonspirit Health 401(k) Retirement Savings PlanUPS/Ipa 401 (K) Savings Plan, Total assets ($B): 1.16367227 · Participants: 2992UPS/Ipa 401 (K) Savings PlanLexmark Savings Plan, Total assets ($B): 1.059618486 · Participants: 1811Lexmark Savings PlanKindred 401 (K) Plan, Total assets ($B): 0.969290029 · Participants: 22132Kindred 401 (K) Plan
Brown-Forman Corporation Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Brown-Forman Corporation Savings Plan side-by-side with 3 peers →

Brown-Forman Corporation Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Westat, Inc. Savings Plan in MD ($607M); by covered participants it is Rockline Industries, Inc. Retirement Savings Plan in WI (2,348 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($607M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,348 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Brown-Forman Corporation Savings Plan assets move in 2022? ▼
Brown-Forman Corporation Savings Plan declined sharply - down 18.2% during 2022, from $742M to $607M. Reported net income was -$135M.
How have Brown-Forman Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brown-Forman Corporation's sponsor-wide assets declined 3.7%, from $1.3B to $1.3B.
Where does Brown-Forman Corporation Savings Plan rank by assets among Form 5500 filers? ▼
Brown-Forman Corporation Savings Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Brown-Forman Corporation Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Westat, Inc. Savings Plan in MD ($607M, 8,099 participants).
Which 401(k) plans cover a similar participant headcount to Brown-Forman Corporation Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rockline Industries, Inc. Retirement Savings Plan in WI (2,348 participants, $117M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 610143150.

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.