401(k) · DOL Form 5500 · 2023

Brown-Forman Corporation 401(k) Plan

Data updated 2026-08-25

$631M
Total assets Above avg plan size
2,362
Participants Above avg headcount
98th
Percentile by assets National rank
$267,149
Avg per participant High balance/head
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Official DOL plan name: Brown-Forman Corporation Savings Plan · Sponsored by Brown-Forman Corporation · Kentucky · Manufacturing

$631M in assets, 2,362 participants

Brown-Forman Corporation's Brown-Forman Corporation Savings Plan reported $631M in total assets and 2,362 participants in its 2023 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.

  • #18,065 in Manufacturing (18,722 peers)

Coverage in Kentucky

Brown-Forman Corporation Savings Plan covers 2,362 participants in Kentucky, 3.7x the typical Kentucky plan (state average ~647 per filing). Assets: $631M.

#18,065
in Manufacturing (18,722 peers)
+4.0%
assets growth YoY
6.3×
vs typical plan assets (national mean)

Brown-Forman Corporation Savings Plan's outsized position by total assets

Brown-Forman Corporation Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$631,006,051 Top 2% higher than 98% of 127,068 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 2023

Brown-Forman Corporation Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brown-Forman Corporation Savings Plan lands in the large band (2,362 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brown-Forman Corporation Savings Plan reported net income rose from -$135M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Brown-Forman Corporation Savings Plan end-of-year assets rose from $607M in the plan year 2022 filing to $631M in the plan year 2023 filing.
  • Brown-Forman Corporation Savings Plan reported participants rose from 2,348 in the plan year 2022 filing to 2,362 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 610143150 · Brown-Forman Corporation PY 2023 · 401(k)

Brown-Forman Corporation Savings Plan · $631M · 2,362 · 98th

  • PCT $631M
  • EIN 2,362
  • RANK 98th
  • PHOTO 401(k)
  • IND near Manpowergroup 401(k) Savings Plan
  • EOY ind #18065

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 Savings Plan in the asset neighbourhood

Davis Polk Partners/Staff Savings PlanDavis Polk Partners/Staff Sa…$632MDolby Laboratories, Inc. Retirement PlanDolby Laboratories, Inc. Ret…$631MManpowergroup 401(k) Savings PlanManpowergroup 401(k) Savings…$631MBrown-Forman Corporation Savings PlanBrown-Forman Corporation Sav…$631MBrenntag USA 401(k) and Profit Sharing PlanBrenntag USA 401(k) and Prof…$630M
End-of-year total assets ($M) among Brown-Forman Corporation Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$607M
Net Assets (End of Year)$631M
Net Income$24M
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 401(k) Plans in Kentucky

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

Brown-Forman Corporation Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 0246810 Total assets ($B) Participants Brown-Forman Corporation Savings Plan, Total assets ($B): 0.631006051 · Participants: 2362Brown-Forman Corporation Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Brown-Forman Corporation Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Brown-Forman Corporation Savings Plan side-by-side with 3 peers →

Brown-Forman Corporation Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Manpowergroup 401(k) Savings Plan in WI ($631M); by covered participants it is Carilion Clinic 401(k) Retirement Savings Plan in VA (2,360 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($631M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,362 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Brown-Forman Corporation Savings Plan assets move in 2023? ▼
Brown-Forman Corporation Savings Plan edged up modestly - up 4.0% during 2023, from $607M to $631M. Reported net income was $24M.
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 Savings Plan rank by assets among Form 5500 filers? ▼
Brown-Forman Corporation Savings Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Brown-Forman Corporation Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Manpowergroup 401(k) Savings Plan in WI ($631M, 77,756 participants).
Which 401(k) plans cover a similar participant headcount to Brown-Forman Corporation Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carilion Clinic 401(k) Retirement Savings Plan in VA (2,360 participants, $126M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.