401(k) · DOL Form 5500 · 2022

Sazerac Company, Inc. 401(k) Plan

Data updated 2026-08-25

$70M
Total assets Below avg plan size
1,308
Participants Near avg headcount
91st
Percentile by assets National rank
$53,241
Avg per participant Low balance/head
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Official DOL plan name: Sazerac Company, Inc. 401(k) Plan for Union Employees · Sponsored by Sazerac Company, Inc. · Kentucky · Manufacturing

$70M in assets, 1,308 participants

Sazerac Company, Inc.'s Sazerac Company, Inc. 401(k) Plan for Union Employees reported $70M in total assets and 1,308 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #17,684 in Manufacturing (20,602 peers)

Coverage in Kentucky

Sazerac Company, Inc. 401(k) Plan for Union Employees covers 1,308 participants in Kentucky, 2.0x the typical Kentucky plan (state average ~647 per filing). Assets: $70M.

#17,684
in Manufacturing (20,602 peers)
-9.5%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sazerac Company, Inc. 401(k) Plan for Union Employees's outsized position by total assets

Sazerac Company, Inc. 401(k) Plan for Union Employees vs every filed plan by assets

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

$69,639,290 Top 9% higher than 91% 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

Sazerac Company, Inc. 401(k) Plan for Union Employees'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. Sazerac Company, Inc. 401(k) Plan for Union Employees lands in the large band (1,308 participants).

Published 5500 schedule card

Filing strip 720310180 · Sazerac Company, Inc. PY 2022 · 401(k)

Sazerac Company, Inc. 401(k) Plan for Union Employees · $70M · 1,308 · 91st

  • BOOK $70M
  • BOOK 1,308
  • BOOK 91st
  • BOOK 401(k)
  • BOOK near Stevens Capital Management LP 401(k) Plan
  • BOOK ind #17684

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 →

Sazerac Company, Inc. 401(k) Plan for Union Employees in the asset neighbourhood

Sazerac Company, Inc. 401(k) Plan for Union EmployeesSazerac Company, Inc. 401(k)…$70MStevens Capital Management LP 401(k) PlanStevens Capital Management L…$70MVictory Automotive Group 401(k) PlanVictory Automotive Group 401…$70MEmerald X, LLC 401(k) Plan$70MAutomationdirect.Com 401(k) PlanAutomationdirect.Com 401(k) …$70M
End-of-year total assets ($M) among Sazerac Company, Inc. 401(k) Plan for Union Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Kentucky filing particulars

Total Assets (Beginning of Year)$77M
Net Assets (End of Year)$70M
Net Income-$7M
Employer EIN720310180
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sazerac Company, Inc.)

Sponsor-wide plan assets over time

All Sazerac Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$269M 63.08082739572474% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $165M $269M ▲ +63.1%
Year Plans Participants Total Assets
2022 2 2,835 $165M
2023 2 3,859 $220M
2024 2 4,692 $269M

Nearby 401(k) Plans in Kentucky

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Sazerac Company, Inc. 401(k) Plan for Union Employees vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Sazerac Company, Inc. 401(k) Plan for Union Employees, Total assets ($B): 0.06963929 · Participants: 1308Sazerac Company, Inc. 401(k) Plan for Union EmployeesHumana Retirement Savings Plan, Total assets ($B): 6.44425797 · Participants: 44930Humana Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 6.066519058 · Participants: 85671Commonspirit Health 401(k) Retirement Savings PlanUPS/Ipa 401 (K) Savings Plan, Total assets ($B): 1.16367227 · Participants: 2992UPS/Ipa 401 (K) Savings PlanLexmark Savings Plan, Total assets ($B): 1.059618486 · Participants: 1811Lexmark Savings PlanKindred 401 (K) Plan, Total assets ($B): 0.969290029 · Participants: 22132Kindred 401 (K) Plan
Sazerac Company, Inc. 401(k) Plan for Union Employees vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Sazerac Company, Inc. 401(k) Plan for Union Employees side-by-side with 3 peers →

Sazerac Company, Inc. 401(k) Plan for Union Employees's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Stevens Capital Management LP 401(k) Plan in PA ($70M); by covered participants it is Yellow Checker Star Fleet 401(k) Plan in NV (1,308 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($70M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,308 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 Sazerac Company, Inc. 401(k) Plan for Union Employees assets move in 2022? ▼
Sazerac Company, Inc. 401(k) Plan for Union Employees pulled back noticeably - down 9.5% during 2022, from $77M to $70M. Reported net income was -$7M.
How have Sazerac Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sazerac Company, Inc.'s sponsor-wide assets grew 63.1%, from $165M to $269M.
Where does Sazerac Company, Inc. 401(k) Plan for Union Employees rank by assets among Form 5500 filers? ▼
Sazerac Company, Inc. 401(k) Plan for Union Employees ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Sazerac Company, Inc. 401(k) Plan for Union Employees? ▼
Among 401(k) plans in other states, the closest by assets is Stevens Capital Management LP 401(k) Plan in PA ($70M, 56 participants).
Which 401(k) plans cover a similar participant headcount to Sazerac Company, Inc. 401(k) Plan for Union Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is Yellow Checker Star Fleet 401(k) Plan in NV (1,308 participants, $5M 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 720310180.

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.