401(k) · DOL Form 5500 · 2023

Sazerac Company, Inc. 401(k) Plan

Data updated 2026-08-11

$133M
Total assets
2,414
Participants
93rd
Percentile by assets
$54,891
Avg per participant
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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.

  • 93rd percentile by assets (of 127,072 plans)
  • #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.

$133M
total plan assets (2023 EOY)
2,414
covered participants
93rd
percentile by assets (of 127,072 plans)
$54,891
avg assets per participant

Where Sazerac Company, Inc. 401(k) Plan sits 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 $2,010,000,000 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

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 →

State
Kentucky
Industry
Manufacturing

Participants vs Kentucky filers

In Kentucky, the average filing covers about 647 participants across 1,300 plans. Sazerac Company, Inc. 401(k) Plan reports 2,414 participants - 3.7x that state average ($133M EOY assets).

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.)

$150M$200M$250M$300M 202220232024 $165M $269M ▲ +63.1%
Total plan assets by year, all Sazerac Company, Inc. plans on file
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 ($B) Participants Sazerac Company, Inc…, Total assets ($B): 0.132507268 · Participants: 2414Sazerac Company, Inc…Commonspirit Health …, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health …Humana Retirement Sa…, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Sa…UPS/Ipa 401(k) Savin…, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savin…Scionhealth 401(k) P…, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) P…Lexmark 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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Sazerac Company, Inc. 401(k) Plan by total assets, not by location.

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).

Next read for Sazerac Company, Inc. 401(k) Plan

Filing takeaways

Ways to act on Sazerac Company, Inc. 401(k) Plan's numbers.

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.