401(k) · DOL Form 5500 · 2023

Sazerac Company, Inc. 401(k) Plan

Data updated 2026-08-25

$133M
Total assets Near avg plan size
2,414
Participants Above avg headcount
93rd
Percentile by assets National rank
$54,891
Avg per participant Low balance/head
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Official DOL plan name: Sazerac Company, Inc. 401(k) Plan · Sponsored by Sazerac Company, Inc. · Kentucky · Manufacturing

$133M in assets, 2,414 participants

Sazerac Company, Inc.'s Sazerac Company, Inc. 401(k) Plan reported $133M in total assets and 2,414 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #16,698 in Manufacturing (18,722 peers)

Coverage in Kentucky

Sazerac Company, Inc. 401(k) Plan covers 2,414 participants in Kentucky, 3.7x the typical Kentucky plan (state average ~647 per filing). Assets: $133M.

#16,698
in Manufacturing (18,722 peers)
+38.7%
assets growth YoY
1.3×
vs typical plan assets (national mean)

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

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

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

$132,507,268 Top 7% higher than 93% 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

Sazerac Company, Inc. 401(k) 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. Sazerac Company, Inc. 401(k) Plan lands in the large band (2,414 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sazerac Company, Inc. 401(k) Plan reported net income rose from -$11M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Sazerac Company, Inc. 401(k) Plan reported participants rose from 1,527 in the plan year 2022 filing to 2,414 in the plan year 2023 filing.
  • Sazerac Company, Inc. 401(k) Plan end-of-year assets rose from $96M in the plan year 2022 filing to $133M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 720310180 · Sazerac Company, Inc. PY 2023 · 401(k)

Sazerac Company, Inc. 401(k) Plan · $133M · 2,414 · 93rd

  • PHOTO $133M
  • PHOTO 2,414
  • PHOTO 93rd
  • PHOTO 401(k)
  • PHOTO near Blue Beacon, Inc. Profit Sharing/401(k) Plan
  • PHOTO ind #16698

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 in the asset neighbourhood

Health Alliance Plan 401(k) PlanHealth Alliance Plan 401(k) …$133MSazerac Company, Inc. 401(k) PlanSazerac Company, Inc. 401(k)…$133MBlue Beacon, Inc. Profit Sharing/401(k) PlanBlue Beacon, Inc. Profit Sha…$133MDaisy Brand Retirement Plan$132MNy Hotels Trades Council & Assn. of Nyc, Inc Employee Benefit Funds Staff Retirement Plan and TrustNy Hotels Trades Council & A…$132M
End-of-year total assets ($M) among Sazerac Company, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$96M
Net Assets (End of Year)$133M
Net Income$34M
Employer EIN720310180
Plan Effective Date2007-01-01
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 vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Sazerac Company, Inc. 401(k) Plan, Total assets ($B): 0.132507268 · Participants: 2414Sazerac Company, Inc. 401(k) 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
Sazerac Company, Inc. 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Sazerac Company, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Kentucky, the nearest 401(k) by assets is Blue Beacon, Inc. Profit Sharing/401(k) Plan in KS ($133M); by covered participants it is Avenue5 Residential, LLC Employee Savings Plan in WA (2,414 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,414 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 Sazerac Company, Inc. 401(k) Plan assets move in 2023? ▼
Sazerac Company, Inc. 401(k) Plan surged - up 38.7% during 2023, from $96M to $133M. Reported net income was $34M.
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 rank by assets among Form 5500 filers? ▼
Sazerac Company, Inc. 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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? ▼
Among 401(k) plans in other states, the closest by assets is Blue Beacon, Inc. Profit Sharing/401(k) Plan in KS ($133M, 3,018 participants).
Which 401(k) plans cover a similar participant headcount to Sazerac Company, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Avenue5 Residential, LLC Employee Savings Plan in WA (2,414 participants, $59M 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 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.