Defined Benefit (Pension) · DOL Form 5500 · 2022

Brown-Forman Corporation Pension Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
113
Participants Small participant base
86th
Percentile by assets National rank
$354,503
Avg per participant High balance/head
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Official DOL plan name: Brown-Forman Corporation Retirement Plan · Sponsored by Brown-Forman Corporation · Kentucky · Manufacturing

$40M in assets, 113 participants

Brown-Forman Corporation's Brown-Forman Corporation Retirement Plan reported $40M in total assets and 113 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #16,414 in Manufacturing (20,602 peers)

Coverage in Kentucky

Brown-Forman Corporation Retirement Plan covers 113 participants in Kentucky, about 17% of the average Kentucky filer (state average ~647 per filing). Assets: $40M.

#16,414
in Manufacturing (20,602 peers)
-18.7%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

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

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

$40,058,789 Top 14% higher than 86% 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 Retirement Plan 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 Retirement Plan sits mid-pack in the medium band (113 participants).

Published 5500 schedule card

Filing strip 610143150 · Brown-Forman Corporation PY 2022 · Defined Benefit (Pension)

Brown-Forman Corporation Retirement Plan · $40M · 113 · 86th

  • RANK $40M
  • PHOTO 113
  • IND 86th
  • EOY Defined Benefit (Pension)
  • 5500 near L3harris Pension Plan for Employees at the Pacific Missile Range Facility
  • ASSETS ind #16414

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 Retirement Plan in the asset neighbourhood

Sierra Club Retirement Plan$40ML3harris Pension Plan for Employees at the Pacific Missile Range FacilityL3harris Pension Plan for Em…$40MPension Plan for Employees of U.S. Natural Resources and Friedrich Air Conditioning Co.Pension Plan for Employees o…$40MBrown-Forman Corporation Retirement PlanBrown-Forman Corporation Ret…$40MSonoco Pension Plan$40M
End-of-year total assets ($M) among Brown-Forman Corporation Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Kentucky filing particulars

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$40M
Net Income-$9M
Employer EIN610143150
Plan Effective Date1946-04-30
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 Defined Benefit (Pension) Plans in Kentucky

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Brown-Forman Corporation Retirement Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.5 Total assets ($B) Participants Brown-Forman Corporation Retirement Plan, Total assets ($B): 0.040058789 · Participants: 113Brown-Forman Corporation Retirement PlanLg&e and Ku Pension Plan, Total assets ($B): 1.114176604 · Participants: 983Lg&e and Ku Pension PlanAshland Hercules Pension Plan, Total assets ($B): 0.945981 · Participants: 317Ashland Hercules Pension PlanYum Brands Retirement Plan, Total assets ($B): 0.753576 · Participants: 4539Yum Brands Retirement PlanBrown-Forman Corporation Salaried Employees Retirement Plan, Total assets ($B): 0.559607588 · Participants: 1262Brown-Forman Corporation Salaried Employees Retirement PlanAshland Hercules Pension Plan II, Total assets ($B): 0.415049 · Participants: 285Ashland Hercules Pension Plan II
Brown-Forman Corporation Retirement Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants
Compare Brown-Forman Corporation Retirement Plan side-by-side with 3 peers →

Brown-Forman Corporation Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Kentucky, the nearest Defined Benefit (Pension) by assets is L3harris Pension Plan for Employees at the Pacific Missile Range Facility in FL ($40M); by covered participants it is Postgraduate Center Employees Retirement Plan in NY (113 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (113 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 Retirement Plan assets move in 2022? ▼
Brown-Forman Corporation Retirement Plan declined sharply - down 18.7% during 2022, from $49M to $40M. Reported net income was -$9M.
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 Retirement Plan rank by assets among Form 5500 filers? ▼
Brown-Forman Corporation Retirement Plan ranks in the 86th 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 Defined Benefit (Pension) plans are similar in size to Brown-Forman Corporation Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is L3harris Pension Plan for Employees at the Pacific Missile Range Facility in FL ($40M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Brown-Forman Corporation Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Postgraduate Center Employees Retirement Plan in NY (113 participants, $16M 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.