Defined Benefit (Pension) · DOL Form 5500 · 2022
Brown-Forman Corporation Pension Plan
Data updated 2026-08-11
- $53M
- Total assets
- 488
- Participants
- 89th
- Percentile by assets
- $109,382
- Avg per participant
Official DOL plan name: Brown-Forman Corporation Hourly Employees Retirement Plan · Sponsored by Brown-Forman Corporation · Kentucky · Manufacturing
$53M in assets, 488 participants
Brown-Forman Corporation's Brown-Forman Corporation Hourly Employees Retirement Plan reported $53M in total assets and 488 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.
- 89th percentile by assets (of 139,126 plans)
- #17,101 in Manufacturing (20,602 peers)
Where Brown-Forman Corporation Hourly Employees Retirement Plan sits by assets
Brown-Forman Corporation Hourly Employees Retirement Plan sits in the top quartile of all filed plans by assets, $53M for 488 participants (~$109,382/participant), down 22.4% in 2022.
- $53M
- total plan assets (2022 EOY)
- 488
- covered participants
- 89th
- percentile by assets (of 139,126 plans)
- $109,382
- avg assets per participant
The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Brown-Forman Corporation Hourly Employees Retirement Plan vs the 2022 asset distribution
By assets, Brown-Forman Corporation Hourly Employees Retirement Plan outranks 89% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $69M |
|---|---|
| Net Assets (End of Year) | $53M |
| Net Income | -$15M |
| Employer EIN | 610143150 |
| Plan Effective Date | 1983-07-01 |
| 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 Hourly 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
- Brown-Forman Corporation Salaried Employees Retirement Plan $560M · 1,262
- Ashland Hercules Pension Plan II $415M · 285
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Brown-Forman Corporation Hourly Employees Retirement Plan by total assets, not by location.
Frequently Asked Questions
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Ways to act on Brown-Forman Corporation Hourly Employees Retirement Plan's numbers.
- By total assets, Brown-Forman Corporation Hourly Employees 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