401(k) · DOL Form 5500 · 2023

Brown-Forman Corporation 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
374
Participants Below avg headcount
82nd
Percentile by assets National rank
$101,400
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Brown-Forman Corporation Savings Plan for Collectively Bargained Employees · Sponsored by Brown-Forman Corporation · Kentucky · Manufacturing

$38M in assets, 374 participants

Brown-Forman Corporation's Brown-Forman Corporation Savings Plan for Collectively Bargained Employees reported $38M in total assets and 374 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #14,034 in Manufacturing (18,722 peers)

Where Brown-Forman Corporation Savings Plan for Collectively Bargained Employees sits by assets

Brown-Forman Corporation Savings Plan for Collectively Bargained Employees sits in the top quartile of all filed plans by assets, $38M for 374 participants (~$101,400/participant), up 8.0% in 2023.

#14,034
in Manufacturing (18,722 peers)
+8.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Brown-Forman Corporation Savings Plan for Collectively Bargained Employees's outsized position by total assets

Brown-Forman Corporation Savings Plan for Collectively Bargained Employees vs every filed plan by assets

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

$37,923,632 Top 18% higher than 82% 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 for Collectively Bargained Employees among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brown-Forman Corporation Savings Plan for Collectively Bargained Employees sits mid-pack in the medium band (374 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brown-Forman Corporation Savings Plan for Collectively Bargained Employees reported net income rose from -$5M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Brown-Forman Corporation Savings Plan for Collectively Bargained Employees end-of-year assets rose from $35M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • Brown-Forman Corporation Savings Plan for Collectively Bargained Employees reported participants rose from 361 in the plan year 2022 filing to 374 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

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

Brown-Forman Corporation Savings Plan for Collectively Bargained Employees · $38M · 374 · 82nd

  • SCH $38M
  • EBSA 374
  • PART 82nd
  • TYPE 401(k)
  • NET near Skender Group, LLC 401(k) Profit Sharing Plan
  • BOOK ind #14034

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 for Collectively Bargained Employees in the asset neighbourhood

North American Properties LLC Retirement Savings PlanNorth American Properties LL…$38MBrown-Forman Corporation Savings Plan for Collectively Bargained EmployeesBrown-Forman Corporation Sav…$38MSkender Group, LLC 401(k) Profit Sharing PlanSkender Group, LLC 401(k) Pr…$38MKayem Foods Employees 401(k) PlanKayem Foods Employees 401(k)…$38MS Tec Group, Inc. 401(k) Employee Stock Ownership PlanS Tec Group, Inc. 401(k) Emp…$38M
End-of-year total assets ($M) among Brown-Forman Corporation Savings Plan for Collectively Bargained Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$38M
Net Income$3M
Employer EIN610143150
Plan Effective Date1996-01-01
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 for Collectively Bargained Employees vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Brown-Forman Corporation Savings Plan for Collectively Bargained Employees, Total assets ($B): 0.037923632 · Participants: 374Brown-Forman Corporation Savings Plan for Collectively Bargained EmployeesCommonspirit 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 for Collectively Bargained Employees vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Brown-Forman Corporation Savings Plan for Collectively Bargained Employees side-by-side with 3 peers →

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

Outside Kentucky, the nearest 401(k) by assets is Skender Group, LLC 401(k) Profit Sharing Plan in IL ($38M); by covered participants it is Sizzling Steak Concepts 401(k) Plan in GA (374 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (374 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 for Collectively Bargained Employees assets move in 2023? ▼
Brown-Forman Corporation Savings Plan for Collectively Bargained Employees grew at a solid clip - up 8.0% during 2023, from $35M to $38M. Reported net income was $3M.
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 for Collectively Bargained Employees rank by assets among Form 5500 filers? ▼
Brown-Forman Corporation Savings Plan for Collectively Bargained Employees ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Brown-Forman Corporation Savings Plan for Collectively Bargained Employees? ▼
Among 401(k) plans in other states, the closest by assets is Skender Group, LLC 401(k) Profit Sharing Plan in IL ($38M, 279 participants).
Which 401(k) plans cover a similar participant headcount to Brown-Forman Corporation Savings Plan for Collectively Bargained Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is Sizzling Steak Concepts 401(k) Plan in GA (374 participants, $14M 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.