Defined Benefit (Pension) · DOL Form 5500 · 2023

Yum Brands, Inc. Pension Plan

Data updated 2026-08-25

$734M
Total assets Above avg plan size
3,834
Participants Above avg headcount
98th
Percentile by assets National rank
$191,503
Avg per participant Above avg balance/head
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Official DOL plan name: Yum Brands Retirement Plan · Sponsored by Yum Brands, Inc. · Kentucky · Food Services & Accommodation

$734M in assets, 3,834 participants

Yum Brands, Inc.'s Yum Brands Retirement Plan reported $734M in total assets and 3,834 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.

  • #3,813 in Food Services & Accommodation (3,828 peers)

Coverage in Kentucky

Yum Brands Retirement Plan covers 3,834 participants in Kentucky, 5.9x the typical Kentucky plan (state average ~647 per filing). Assets: $734M.

#3,813
in Food Services & Accommodation (3,828 peers)
-2.6%
assets change YoY
7.4×
vs typical plan assets (national mean)

Yum Brands Retirement Plan's outsized position by total assets

Yum Brands Retirement Plan vs every filed plan by assets

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

$734,224,000 Top 2% higher than 98% 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

Yum Brands Retirement 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. Yum Brands Retirement Plan lands in the large band (3,834 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Yum Brands Retirement Plan reported net income rose from -$346M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Yum Brands Retirement Plan reported participants fell from 4,539 in the plan year 2022 filing to 3,834 in the plan year 2023 filing.
  • Yum Brands Retirement Plan end-of-year assets fell from $754M in the plan year 2022 filing to $734M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 133951308 · Yum Brands, Inc. PY 2023 · Defined Benefit (Pension)

Yum Brands Retirement Plan · $734M · 3,834 · 98th

  • PART $734M
  • TYPE 3,834
  • NET 98th
  • BOOK Defined Benefit (Pension)
  • VS-ST near Huntington Bancshares Retirement Plan
  • BOY ind #3813

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 Food Services & Accommodation retirement plans → · Plans in Kentucky →

Yum Brands Retirement Plan in the asset neighbourhood

Bwxt Retirement Plan$737MWestern PA Electrical Employees Pension Trust FundWestern PA Electrical Employ…$735MYum Brands Retirement Plan$734MHuntington Bancshares Retirement PlanHuntington Bancshares Retire…$734MSanofi US Group Pension Plan$732M
End-of-year total assets ($M) among Yum Brands Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$754M
Net Assets (End of Year)$680M
Net Income$15M
Employer EIN133951308
Plan Effective Date1997-10-07
Filing StatusFILING RECEIVED

Sponsor Plan History (Yum Brands, Inc.)

Sponsor-wide plan assets over time

All Yum Brands, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.7B 8.798905557809519% vs 2022
2024 filing year
$1.5B$1.55B$1.6B$1.65B$1.7B$1.75B 202220232024 $1.56B $1.7B ▲ +9.0%
Year Plans Participants Total Assets
2022 2 24,797 $1.6B
2023 2 25,199 $1.6B
2024 2 24,832 $1.7B

Nearby Defined Benefit (Pension) Plans in Kentucky

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Yum Brands Retirement Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 0.20.40.60.811.2 Total assets ($B) Participants Yum Brands Retirement Plan, Total assets ($B): 0.734224 · Participants: 3834Yum Brands Retirement PlanLg&e and Ku Pension Plan, Total assets ($B): 1.112165749 · Participants: 833Lg&e and Ku Pension PlanAshland Hercules Pension Plan, Total assets ($B): 0.984309 · Participants: 70Ashland Hercules Pension PlanBrown-Forman Corporation Salaried Employees Retirement Plan, Total assets ($B): 0.499207588 · Participants: 1160Brown-Forman Corporation Salaried Employees Retirement PlanAshland Hercules Pension Plan II, Total assets ($B): 0.468812 · Participants: 57Ashland Hercules Pension Plan IILexmark Retirement Growth Account Plan, Total assets ($B): 0.354263733 · Participants: 653Lexmark Retirement Growth Account Plan
Yum Brands Retirement Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants
Compare Yum Brands Retirement Plan side-by-side with 3 peers →

Yum Brands Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Kentucky, the nearest Defined Benefit (Pension) by assets is Huntington Bancshares Retirement Plan in OH ($734M); by covered participants it is San Mateo Hotel Employees & Restaurant Employees Pension Fund in CA (3,839 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($734M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,834 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 Yum Brands Retirement Plan assets move in 2023? ▼
Yum Brands Retirement Plan edged down modestly - down 2.6% during 2023, from $754M to $734M. Reported net income was $15M.
How have Yum Brands, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Yum Brands, Inc.'s sponsor-wide assets grew 8.8%, from $1.6B to $1.7B.
Where does Yum Brands Retirement Plan rank by assets among Form 5500 filers? ▼
Yum Brands Retirement Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Yum Brands Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Huntington Bancshares Retirement Plan in OH ($734M, 3,026 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Yum Brands Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is San Mateo Hotel Employees & Restaurant Employees Pension Fund in CA (3,839 participants, $174M 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 133951308.

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.