401(k) · DOL Form 5500 · 2022

Brown-Forman Corporation 401(k) Plan

Data updated 2026-08-11

$35M
Total assets
361
Participants
85th
Percentile by assets
$97,289
Avg per participant
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Official DOL plan name: Brown-Forman Corporation Savings Plan for Collectively Bargained Employees · Sponsored by Brown-Forman Corporation · Kentucky · Manufacturing

$35M in assets, 361 participants

Brown-Forman Corporation's Brown-Forman Corporation Savings Plan for Collectively Bargained Employees reported $35M in total assets and 361 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • 85th percentile by assets (of 139,126 plans)
  • #16,062 in Manufacturing (20,602 peers)

Where Brown-Forman Corporation Savings Plan for Collectively Bargained Employees sits by assets

Brown-Forman Corporation Savings Plan for Collectively Bargained Employees sits in the top quartile of all filed plans by assets, $35M for 361 participants (~$97,289/participant), down 12.1% in 2022.

$35M
total plan assets (2022 EOY)
361
covered participants
85th
percentile by assets (of 139,126 plans)
$97,289
avg assets per participant

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Brown-Forman Corporation Savings Plan for Collectively Bargained Employees sits by total assets

Brown-Forman Corporation Savings Plan for Collectively Bargained Employees vs every filed plan by assets

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

$35,121,372 Top 15% higher than 85% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Kentucky
Industry
Manufacturing

Brown-Forman Corporation Savings Plan for Collectively Bargained Employees vs the 2022 asset distribution

By assets, Brown-Forman Corporation Savings Plan for Collectively Bargained Employees outranks 85% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$35M
Net Income-$5M
Employer EIN610143150
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brown-Forman Corporation)

$1.26B$1.28B$1.3B$1.32B 202220232024 $1.31B $1.27B ▼ -3.1%
Total plan assets by year, all Brown-Forman Corporation plans on file
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 for Collectively Bargained Employees vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Brown-Forman Corpora…, Total assets ($B): 0.035121372 · Participants: 361Brown-Forman Corpora…Humana Retirement Sa…, Total assets ($B): 6.44425797 · Participants: 44930Humana Retirement Sa…Commonspirit Health …, Total assets ($B): 6.066519058 · Participants: 85671Commonspirit Health …UPS/Ipa 401 (K) Savi…, Total assets ($B): 1.16367227 · Participants: 2992UPS/Ipa 401 (K) Savi…Lexmark Savings Plan, Total assets ($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 for Collectively Bargained Employees vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Brown-Forman Corporation Savings Plan fo… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Brown-Forman Corporation Savings Plan for Collectively Bargained Employees by total assets, not by location.

Frequently Asked Questions

How did Brown-Forman Corporation Savings Plan for Collectively Bargained Employees assets move in 2022? ▼
Brown-Forman Corporation Savings Plan for Collectively Bargained Employees pulled back noticeably - down 12.1% during 2022, from $40M to $35M. Reported net income was -$5M.
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 for Collectively Bargained Employees rank by assets among Form 5500 filers? ▼
Brown-Forman Corporation Savings Plan for Collectively Bargained Employees ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Brown-Forman Corporation Savings Plan for Collectively Bargained Employees? ▼
Among 401(k) plans in other states, the closest by assets is Yeo and Yeo 401(k) Plan in MI ($35M, 219 participants).

Next read for Brown-Forman Corporation Savings Plan fo…

Scale reading

Ways to act on Brown-Forman Corporation Savings Plan for Collectively Bargained Employees's numbers.

  • By total assets, Brown-Forman Corporation Savings Plan for Collectively Bargained Employees ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Kentucky. Compare plans
  • Brown-Forman Corporation's sponsor-wide assets have declined 3.7% since 2022 across 3 plan years on file. More Manufacturing plans

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.