Defined Benefit (Pension) · DOL Form 5500 · 2022

Brown-Forman Corporation Pension Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
488
Participants Below avg headcount
89th
Percentile by assets National rank
$109,382
Avg per participant Below avg balance/head
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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.

  • #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.

#17,101
in Manufacturing (20,602 peers)
-22.4%
assets change YoY
0.5×
vs typical plan assets (national mean)

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's outsized position by total assets

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

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

$53,378,302 Top 11% higher than 89% 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 Hourly Employees Retirement Plan among mid-size 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 Hourly Employees Retirement Plan sits mid-pack in the medium band (488 participants).

Form 5500 schedule snapshot

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

Brown-Forman Corporation Hourly Employees Retirement Plan · $53M · 488 · 89th

  • RANK $53M
  • PHOTO 488
  • IND 89th
  • EOY Defined Benefit (Pension)
  • 5500 near Lewis Brothers Bakeries, Inc Pension Plan
  • ASSETS ind #17101

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 Hourly Employees Retirement Plan in the asset neighbourhood

The First National Bank of Long Island Pension PlanThe First National Bank of L…$53MBrown-Forman Corporation Hourly Employees Retirement PlanBrown-Forman Corporation Hou…$53MLewis Brothers Bakeries, Inc Pension PlanLewis Brothers Bakeries, Inc…$53MFirst Community Credit Union Retirement Pension PlanFirst Community Credit Union…$53MMachinery Movers, Riggers & Mach. Erect. Local 136 Supplemental Retirement PlanMachinery Movers, Riggers & …$53M
End-of-year total assets ($M) among Brown-Forman Corporation Hourly 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)$69M
Net Assets (End of Year)$53M
Net Income-$15M
Employer EIN610143150
Plan Effective Date1983-07-01
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 Hourly Employees Retirement Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 00.511.5 Total assets ($B) Participants Brown-Forman Corporation Hourly Employees Retirement Plan, Total assets ($B): 0.053378302 · Participants: 488Brown-Forman Corporation Hourly 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 ($B): 0.753576 · Participants: 4539Yum Brands Retirement PlanBrown-Forman Corporation Salaried Employees Retirement Plan, Total assets ($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 Hourly Employees Retirement Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants
Compare Brown-Forman Corporation Hourly Employees Retirement Plan side-by-side with 3 peers →

Brown-Forman Corporation Hourly 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 Lewis Brothers Bakeries, Inc Pension Plan in IN ($53M); by covered participants it is Stanford Health Care Staff Pension Plan in CA (488 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (488 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 Hourly Employees Retirement Plan assets move in 2022? ▼
Brown-Forman Corporation Hourly Employees Retirement Plan declined sharply - down 22.4% during 2022, from $69M to $53M. Reported net income was -$15M.
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 Hourly Employees Retirement Plan rank by assets among Form 5500 filers? ▼
Brown-Forman Corporation Hourly Employees Retirement Plan ranks in the 89th 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 Hourly Employees Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Lewis Brothers Bakeries, Inc Pension Plan in IN ($53M, 561 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Brown-Forman Corporation Hourly Employees Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Stanford Health Care Staff Pension Plan in CA (488 participants, $155M 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.