401(k) · DOL Form 5500 · 2023
Brown-Forman Corporation 401(k) Plan
Data updated 2026-08-11
- $631M
- Total assets
- 2,362
- Participants
- 98th
- Percentile by assets
- $267,149
- Avg per participant
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.
- 98th percentile by assets (of 127,072 plans)
- #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.
- $631M
- total plan assets (2023 EOY)
- 2,362
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $267,149
- avg assets per participant
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.
Participants vs Kentucky filers
In Kentucky, the average filing covers about 647 participants across 1,300 plans. Brown-Forman Corporation Savings Plan reports 2,362 participants - 3.7x that state average ($631M EOY assets).
Kentucky filing particulars
| Total Assets (Beginning of Year) | $607M |
|---|---|
| Net Assets (End of Year) | $631M |
| Net Income | $24M |
| 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 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
- Commonspirit Health 401(k) Retirement Savings Plan $7.9B · 86,688
- Humana Retirement Savings Plan $7.4B · 45,938
- UPS/Ipa 401(k) Savings Plan $1.3B · 3,159
- Scionhealth 401(k) Plan $1.2B · 33,226
- Lexmark Savings Plan $1.2B · 1,968
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Brown-Forman Corporation Savings Plan by total assets, not by location.
- Manpowergroup 401(k) Savings Plan (WI) $631M · 77,756
- Dolby Laboratories, Inc. Retirement Plan (CA) $631M · 1,200
- Brenntag USA 401(k) and Profit Sharing Plan (PA) $630M · 3,839
- Davis Polk Partners/Staff Savings Plan (NY) $632M · 1,043
Frequently Asked Questions
How did Brown-Forman Corporation Savings Plan assets move in 2023? ▼
How have Brown-Forman Corporation plan assets changed over time? ▼
Where does Brown-Forman Corporation Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Brown-Forman Corporation Savings Plan? ▼
Next read for Brown-Forman Corporation Savings Plan
Filing takeaways
Ways to act on Brown-Forman Corporation Savings Plan's numbers.
- By total assets, Brown-Forman Corporation Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) 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