Defined Benefit (Pension) · DOL Form 5500 · 2023

Brown-Forman Corporation Pension Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
471
Participants Below avg headcount
86th
Percentile by assets National rank
$107,547
Avg per participant Below avg balance/head
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Official DOL plan name: Brown-Forman Corporation Hourly Employees Retirement Plan · Sponsored by Brown-Forman Corporation · Kentucky · Manufacturing

$51M in assets, 471 participants

Brown-Forman Corporation's Brown-Forman Corporation Hourly Employees Retirement Plan reported $51M in total assets and 471 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #14,840 in Manufacturing (18,722 peers)

Where Brown-Forman Corporation Hourly Employees Retirement Plan sits by assets

Brown-Forman Corporation Hourly Employees Retirement Plan sits in the top quartile of all filed plans by assets, $51M for 471 participants (~$107,547/participant), down 5.1% in 2023.

#14,840
in Manufacturing (18,722 peers)
-5.1%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Brown-Forman Corporation Hourly Employees Retirement Plan's outsized position by total assets

Brown-Forman Corporation Hourly Employees Retirement Plan vs every filed plan by assets

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

$50,654,859 Top 14% higher than 86% 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 Hourly Employees Retirement Plan 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 Hourly Employees Retirement Plan sits mid-pack in the medium band (471 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brown-Forman Corporation Hourly Employees Retirement Plan reported net income rose from -$15M in the plan year 2022 filing to -$3M in the plan year 2023 filing.
  • Brown-Forman Corporation Hourly Employees Retirement Plan end-of-year assets fell from $53M in the plan year 2022 filing to $51M in the plan year 2023 filing.
  • Brown-Forman Corporation Hourly Employees Retirement Plan reported participants fell from 488 in the plan year 2022 filing to 471 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 610143150 · Brown-Forman Corporation PY 2023 · Defined Benefit (Pension)

Brown-Forman Corporation Hourly Employees Retirement Plan · $51M · 471 · 86th

  • NET $51M
  • NET 471
  • NET 86th
  • NET Defined Benefit (Pension)
  • NET near Campus USA Credit Union Retirement Plan
  • NET ind #14840

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 Hourly Employees Retirement Plan in the asset neighbourhood

Brown-Forman Corporation Hourly Employees Retirement PlanBrown-Forman Corporation Hou…$51MCampus USA Credit Union Retirement PlanCampus USA Credit Union Reti…$51MNon-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of NebraskaNon-Contributory Retirement …$51MIBEW Local Union No. 237 Pension PlanIBEW Local Union No. 237 Pen…$51MAnsi Plan for Employees' Retirement PensionsAnsi Plan for Employees' Ret…$51M
End-of-year total assets ($M) among Brown-Forman Corporation Hourly Employees Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$51M
Net Income-$3M
Employer EIN610143150
Plan Effective Date1983-07-01
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 Defined Benefit (Pension) Plans in Kentucky

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

Brown-Forman Corporation Hourly Employees Retirement Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.5 Total assets ($B) Participants Brown-Forman Corporation Hourly Employees Retirement Plan, Total assets ($B): 0.050654859 · Participants: 471Brown-Forman Corporation Hourly Employees 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 PlanYum Brands Retirement Plan, Total assets ($B): 0.734224 · Participants: 3834Yum Brands Retirement PlanBrown-Forman Corporation Salaried Employees Retirement Plan, Total assets ($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 II
Brown-Forman Corporation Hourly Employees Retirement Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants
Compare Brown-Forman Corporation Hourly Employees Retirement Plan side-by-side with 3 peers →

Brown-Forman Corporation Hourly Employees Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Kentucky, the nearest Defined Benefit (Pension) by assets is Campus USA Credit Union Retirement Plan in FL ($51M); by covered participants it is Totalenergies Finance USA, Inc. Pension Plan in TX (471 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (471 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 Hourly Employees Retirement Plan assets move in 2023? ▼
Brown-Forman Corporation Hourly Employees Retirement Plan pulled back noticeably - down 5.1% during 2023, from $53M to $51M. 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 Hourly Employees Retirement Plan rank by assets among Form 5500 filers? ▼
Brown-Forman Corporation Hourly Employees Retirement Plan ranks in the 86th 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 Defined Benefit (Pension) plans are similar in size to Brown-Forman Corporation Hourly Employees Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Campus USA Credit Union Retirement Plan in FL ($51M, 308 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Brown-Forman Corporation Hourly Employees Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Totalenergies Finance USA, Inc. Pension Plan in TX (471 participants, $656M 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.