Defined Benefit (Pension) · DOL Form 5500 · 2022

Brown-Forman Corporation Pension Plan

Data updated 2026-08-25

$560M
Total assets Above avg plan size
1,262
Participants Near avg headcount
98th
Percentile by assets National rank
$443,429
Avg per participant High balance/head
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Official DOL plan name: Brown-Forman Corporation Salaried Employees Retirement Plan · Sponsored by Brown-Forman Corporation · Kentucky · Manufacturing

$560M in assets, 1,262 participants

Brown-Forman Corporation's Brown-Forman Corporation Salaried Employees Retirement Plan reported $560M in total assets and 1,262 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.

  • #19,937 in Manufacturing (20,602 peers)

Where Brown-Forman Corporation Salaried Employees Retirement Plan sits by assets

Brown-Forman Corporation Salaried Employees Retirement Plan sits in the top 5% of all filed plans by assets, $560M for 1,262 participants (~$443,429/participant), down 20.7% in 2022.

#19,937
in Manufacturing (20,602 peers)
-20.7%
assets change YoY
5.6×
vs typical plan assets (national mean)

The plan reported a net loss of $146M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

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

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

$559,607,588 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 Salaried Employees Retirement 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 Salaried Employees Retirement Plan lands in the large band (1,262 participants).

EBSA filing schedule strip

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

Brown-Forman Corporation Salaried Employees Retirement Plan · $560M · 1,262 · 98th

  • VS-ST $560M
  • VS-ST 1,262
  • VS-ST 98th
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Teledyne Technologies Incorporated Pension Plan
  • VS-ST ind #19937

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 Salaried Employees Retirement Plan in the asset neighbourhood

Structural Iw Local #1 Pension PlanStructural Iw Local #1 Pensi…$560MTeledyne Technologies Incorporated Pension PlanTeledyne Technologies Incorp…$560MBrown-Forman Corporation Salaried Employees Retirement PlanBrown-Forman Corporation Sal…$560MSiemens Energy, Inc. Pension PlanSiemens Energy, Inc. Pension…$559MArconic Corp. Pension Plan B$557M
End-of-year total assets ($M) among Brown-Forman Corporation Salaried Employees Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$706M
Net Assets (End of Year)$560M
Net Income-$146M
Employer EIN610143150
Plan Effective Date1953-01-01
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 Defined Benefit (Pension) Plans in Kentucky

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

Brown-Forman Corporation Salaried Employees Retirement Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 0.20.40.60.811.2 Total assets ($B) Participants Brown-Forman Corporation Salaried Employees Retirement Plan, Total assets ($B): 0.559607588 · Participants: 1262Brown-Forman Corporation Salaried Employees 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 ($B): 0.753576 · Participants: 4539Yum Brands Retirement PlanAshland Hercules Pension Plan II, Total assets ($B): 0.415049 · Participants: 285Ashland Hercules Pension Plan IILexmark Retirement Growth Account Plan, Total assets ($B): 0.351999977 · Participants: 671Lexmark Retirement Growth Account Plan
Brown-Forman Corporation Salaried Employees Retirement Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants
Compare Brown-Forman Corporation Salaried Employees Retirement Plan side-by-side with 3 peers →

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

Outside Kentucky, the nearest Defined Benefit (Pension) by assets is Teledyne Technologies Incorporated Pension Plan in CA ($560M); by covered participants it is Non-Contributory Retirement Plan in WA (1,260 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($560M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,262 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 Salaried Employees Retirement Plan assets move in 2022? ▼
Brown-Forman Corporation Salaried Employees Retirement Plan declined sharply - down 20.7% during 2022, from $706M to $560M. Reported net income was -$146M.
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 Salaried Employees Retirement Plan rank by assets among Form 5500 filers? ▼
Brown-Forman Corporation Salaried Employees Retirement 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 Defined Benefit (Pension) plans are similar in size to Brown-Forman Corporation Salaried Employees Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Teledyne Technologies Incorporated Pension Plan in CA ($560M, 114 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Brown-Forman Corporation Salaried Employees Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Non-Contributory Retirement Plan in WA (1,260 participants, $575M 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.