Defined Benefit (Pension) · DOL Form 5500 · 2022
Brown-Forman Corporation Pension Plan
Data updated 2026-08-11
- $560M
- Total assets
- 1,262
- Participants
- 98th
- Percentile by assets
- $443,429
- Avg per participant
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.
- 98th percentile by assets (of 139,126 plans)
- #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.
- $560M
- total plan assets (2022 EOY)
- 1,262
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $443,429
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Brown-Forman Corporation Salaried Employees Retirement Plan outranks 98% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 5.6x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $706M |
|---|---|
| Net Assets (End of Year) | $560M |
| Net Income | -$146M |
| Employer EIN | 610143150 |
| Plan Effective Date | 1953-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brown-Forman Corporation)
| 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
- Lg&e and Ku Pension Plan $1.1B · 983
- Ashland Hercules Pension Plan $946M · 317
- Yum Brands Retirement Plan $754M · 4,539
- Ashland Hercules Pension Plan II $415M · 285
- Lexmark Retirement Growth Account Plan $352M · 671
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Brown-Forman Corporation Salaried Employees Retirement Plan by total assets, not by location.
- Teledyne Technologies Incorporated Pension Plan (CA) $560M · 114
- Structural Iw Local #1 Pension Plan (IL) $560M · 1,233
- Siemens Energy, Inc. Pension Plan (FL) $559M · 2,956
- Arconic Corp. Pension Plan B (PA) $557M · 4,207
Frequently Asked Questions
How did Brown-Forman Corporation Salaried Employees Retirement Plan assets move in 2022? ▼
How have Brown-Forman Corporation plan assets changed over time? ▼
Where does Brown-Forman Corporation Salaried Employees Retirement Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Brown-Forman Corporation Salaried Employees Retirement Plan? ▼
Next read for Brown-Forman Corporation Salaried Employ…
Scale reading
Ways to act on Brown-Forman Corporation Salaried Employees Retirement Plan's numbers.
- By total assets, Brown-Forman Corporation Salaried Employees Retirement Plan ranks in the top 5% 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