Defined Benefit (Pension) · DOL Form 5500 · 2022

Brown-Forman Corporation Pension Plan

Data updated 2026-08-11

$40M
Total assets
113
Participants
86th
Percentile by assets
$354,503
Avg per participant
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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.

  • 86th percentile by assets (of 139,126 plans)
  • #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.

$40M
total plan assets (2022 EOY)
113
covered participants
86th
percentile by assets (of 139,126 plans)
$354,503
avg assets per participant

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.

Where Brown-Forman Corporation Retirement Plan sits 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 $2,010,000,000 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

Participants vs Kentucky filers

In Kentucky, the average filing covers about 647 participants across 1,300 plans. Brown-Forman Corporation Retirement Plan reports 113 participants - about 17% of that state average ($40M EOY assets).

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)

$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 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 ($B) Participants Brown-Forman Corpora…, Total assets ($B): 0.040058789 · Participants: 113Brown-Forman Corpora…Lg&e and Ku Pension …, Total assets ($B): 1.114176604 · Participants: 983Lg&e and Ku Pension …Ashland Hercules Pen…, Total assets ($B): 0.945981 · Participants: 317Ashland Hercules Pen…Yum Brands Retiremen…, Total assets ($B): 0.753576 · Participants: 4539Yum Brands Retiremen…Brown-Forman Corpora…, Total assets ($B): 0.559607588 · Participants: 1262Brown-Forman Corpora…Ashland Hercules Pen…, Total assets ($B): 0.415049 · Participants: 285Ashland Hercules Pen…
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 →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Brown-Forman Corporation Retirement Plan by total assets, not by location.

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).

Next read for Brown-Forman Corporation Retirement Plan

Filing takeaways

Ways to act on Brown-Forman Corporation Retirement Plan's numbers.

  • By total assets, Brown-Forman Corporation Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) 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.