401(k) · DOL Form 5500 · 2022

Brown-Forman Corporation 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
361
Participants Below avg headcount
85th
Percentile by assets National rank
$97,289
Avg per participant Below avg balance/head
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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.

  • #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.

#16,062
in Manufacturing (20,602 peers)
-12.1%
assets change YoY
0.4×
vs typical plan assets (national mean)

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.

Brown-Forman Corporation Savings Plan for Collectively Bargained Employees's outsized position 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 $2,050,000,000 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 for Collectively Bargained Employees among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brown-Forman Corporation Savings Plan for Collectively Bargained Employees sits mid-pack in the medium band (361 participants).

Plan-year Form 5500 strip

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

Brown-Forman Corporation Savings Plan for Collectively Bargained Employees · $35M · 361 · 85th

  • EOY $35M
  • EOY 361
  • EOY 85th
  • EOY 401(k)
  • EOY near Yeo and Yeo 401(k) Plan
  • EOY ind #16062

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 for Collectively Bargained Employees in the asset neighbourhood

Brown-Forman Corporation Savings Plan for Collectively Bargained EmployeesBrown-Forman Corporation Sav…$35MYeo and Yeo 401(k) Plan$35MWholestone Farms Cooperative 401(k) PlanWholestone Farms Cooperative…$35MSolutionpoint 401(k) Plan$35MSoprema-Convoy USA 401(k) PlanSoprema-Convoy USA 401(k) Pl…$35M
End-of-year total assets ($M) among Brown-Forman Corporation Savings Plan for Collectively Bargained Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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)

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 for Collectively Bargained Employees vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Brown-Forman Corporation Savings Plan for Collectively Bargained Employees, Total assets ($B): 0.035121372 · Participants: 361Brown-Forman Corporation Savings Plan for Collectively Bargained EmployeesHumana 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 for Collectively Bargained Employees vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Brown-Forman Corporation Savings Plan for Collectively Bargained Employees side-by-side with 3 peers →

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

Outside Kentucky, the nearest 401(k) by assets is Yeo and Yeo 401(k) Plan in MI ($35M); by covered participants it is Lancer Financial Group, Inc. 401(k) Profit Sharing in NY (361 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($35M here).

Similar participant headcount

Nearest other-state filings by covered participants (361 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 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).
Which 401(k) plans cover a similar participant headcount to Brown-Forman Corporation Savings Plan for Collectively Bargained Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is Lancer Financial Group, Inc. 401(k) Profit Sharing in NY (361 participants, N/A 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.