401(k) · DOL Form 5500 · 2023

Sazerac Company, Inc. 401(k) Plan

Data updated 2026-08-25

$87M
Total assets Below avg plan size
1,445
Participants Near avg headcount
90th
Percentile by assets National rank
$60,290
Avg per participant Low balance/head
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Official DOL plan name: Sazerac Company, Inc. 401(k) Plan for Union Employees · Sponsored by Sazerac Company, Inc. · Kentucky · Manufacturing

$87M in assets, 1,445 participants

Sazerac Company, Inc.'s Sazerac Company, Inc. 401(k) Plan for Union Employees reported $87M in total assets and 1,445 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #16,017 in Manufacturing (18,722 peers)

Coverage in Kentucky

Sazerac Company, Inc. 401(k) Plan for Union Employees covers 1,445 participants in Kentucky, 2.2x the typical Kentucky plan (state average ~647 per filing). Assets: $87M.

#16,017
in Manufacturing (18,722 peers)
+25.1%
assets growth YoY
0.9×
vs typical plan assets (national mean)

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

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

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

$87,118,921 Top 10% higher than 90% 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 for Union Employees'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 for Union Employees lands in the large band (1,445 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sazerac Company, Inc. 401(k) Plan for Union Employees reported net income rose from -$7M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Sazerac Company, Inc. 401(k) Plan for Union Employees end-of-year assets rose from $70M in the plan year 2022 filing to $87M in the plan year 2023 filing.
  • Sazerac Company, Inc. 401(k) Plan for Union Employees reported participants rose from 1,308 in the plan year 2022 filing to 1,445 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

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

Sazerac Company, Inc. 401(k) Plan for Union Employees · $87M · 1,445 · 90th

  • IND $87M
  • IND 1,445
  • IND 90th
  • IND 401(k)
  • IND near Bartlit Beck LLP 401(k) Plan and Trust
  • IND ind #16017

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 for Union Employees in the asset neighbourhood

Ttx Company Thrift Plan for Maintenance and Production EmployeesTtx Company Thrift Plan for …$87MJames River Group, Inc. 401(k) PlanJames River Group, Inc. 401(…$87MSazerac Company, Inc. 401(k) Plan for Union EmployeesSazerac Company, Inc. 401(k)…$87MBartlit Beck LLP 401(k) Plan and TrustBartlit Beck LLP 401(k) Plan…$87MBoyd Corporation 401(k) Plan$87M
End-of-year total assets ($M) among Sazerac Company, Inc. 401(k) Plan for Union Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$70M
Net Assets (End of Year)$87M
Net Income$17M
Employer EIN720310180
Plan Effective Date1993-01-01
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 for Union Employees vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Sazerac Company, Inc. 401(k) Plan for Union Employees, Total assets ($B): 0.087118921 · Participants: 1445Sazerac Company, Inc. 401(k) Plan for Union 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
Sazerac Company, Inc. 401(k) Plan for Union Employees vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Sazerac Company, Inc. 401(k) Plan for Union Employees side-by-side with 3 peers →

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

Outside Kentucky, the nearest 401(k) by assets is Bartlit Beck LLP 401(k) Plan and Trust in IL ($87M); by covered participants it is First Commonwealth Financial Corporation 401(k) Retirement Savings and Investment Plan in PA (1,445 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($87M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,445 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 for Union Employees assets move in 2023? ▼
Sazerac Company, Inc. 401(k) Plan for Union Employees grew sharply - up 25.1% during 2023, from $70M to $87M. Reported net income was $17M.
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 for Union Employees rank by assets among Form 5500 filers? ▼
Sazerac Company, Inc. 401(k) Plan for Union Employees ranks in the 90th 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 for Union Employees? ▼
Among 401(k) plans in other states, the closest by assets is Bartlit Beck LLP 401(k) Plan and Trust in IL ($87M, 169 participants).
Which 401(k) plans cover a similar participant headcount to Sazerac Company, Inc. 401(k) Plan for Union Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is First Commonwealth Financial Corporation 401(k) Retirement Savings and Investment Plan in PA (1,445 participants, $154M 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.