Defined Benefit (Pension) · DOL Form 5500 · 2022

Brown-Forman Corporation Pension Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
73
Participants Small participant base
77th
Percentile by assets National rank
$265,655
Avg per participant High balance/head
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Official DOL plan name: Brown-Forman Corporation Pension Plan for Hourly Employees · Sponsored by Brown-Forman Corporation · Kentucky · Manufacturing

$19M in assets, 73 participants

Brown-Forman Corporation's Brown-Forman Corporation Pension Plan for Hourly Employees reported $19M in total assets and 73 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #13,935 in Manufacturing (20,602 peers)

Where Brown-Forman Corporation Pension Plan for Hourly Employees sits by assets

Brown-Forman Corporation Pension Plan for Hourly Employees sits in the top quartile of all filed plans by assets, $19M for 73 participants (~$265,655/participant), down 20.5% in 2022.

#13,935
in Manufacturing (20,602 peers)
-20.5%
assets change YoY
0.2×
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 Pension Plan for Hourly Employees's outsized position by total assets

Brown-Forman Corporation Pension Plan for Hourly Employees vs every filed plan by assets

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

$19,392,780 Top 23% higher than 77% 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 Pension Plan for Hourly Employees among smaller 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 Pension Plan for Hourly Employees is a small filing (73 participants) on this national headcount ladder.

Published 5500 schedule card

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

Brown-Forman Corporation Pension Plan for Hourly Employees · $19M · 73 · 77th

  • IND $19M
  • EOY 73
  • 5500 77th
  • ASSETS Defined Benefit (Pension)
  • PCT near Darling Ingredients Inc. Hourly Employees' Retirement Plan
  • EIN ind #13935

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 Pension Plan for Hourly Employees in the asset neighbourhood

Brown-Forman Corporation Pension Plan for Hourly EmployeesBrown-Forman Corporation Pen…$19MDarling Ingredients Inc. Hourly Employees' Retirement PlanDarling Ingredients Inc. Hou…$19MHarrisonville Telephone Company Retirement Plan for Management EmployeesHarrisonville Telephone Comp…$19MArvos Ljungstrom LLC Pension Plan for Hourly EmployeesArvos Ljungstrom LLC Pension…$19MMidwest Family Mutual Insurance Company Defined Benefit Pension PlanMidwest Family Mutual Insura…$19M
End-of-year total assets ($M) among Brown-Forman Corporation Pension Plan for Hourly Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$19M
Net Income-$5M
Employer EIN610143150
Plan Effective Date1970-01-01
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 Pension Plan for Hourly Employees vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.5 Total assets ($B) Participants Brown-Forman Corporation Pension Plan for Hourly Employees, Total assets ($B): 0.01939278 · Participants: 73Brown-Forman Corporation Pension Plan for Hourly EmployeesLg&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 Pension Plan for Hourly Employees vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants
Compare Brown-Forman Corporation Pension Plan for Hourly Employees side-by-side with 3 peers →

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

Outside Kentucky, the nearest Defined Benefit (Pension) by assets is Darling Ingredients Inc. Hourly Employees' Retirement Plan in TX ($19M); by covered participants it is Keystone Folding Box Company Retirement Plan in NJ (73 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (73 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 Pension Plan for Hourly Employees assets move in 2022? ▼
Brown-Forman Corporation Pension Plan for Hourly Employees declined sharply - down 20.5% during 2022, from $24M to $19M. 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 Pension Plan for Hourly Employees rank by assets among Form 5500 filers? ▼
Brown-Forman Corporation Pension Plan for Hourly Employees ranks in the 77th 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 Pension Plan for Hourly Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Darling Ingredients Inc. Hourly Employees' Retirement Plan in TX ($19M, 144 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Brown-Forman Corporation Pension Plan for Hourly Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Keystone Folding Box Company Retirement Plan in NJ (73 participants, $6M 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.