Defined Benefit (Pension) · DOL Form 5500 · 2023

Brown-Forman Corporation Pension Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
67
Participants Small participant base
71st
Percentile by assets National rank
$273,477
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Brown-Forman Corporation Pension Plan for Hourly Employees · Sponsored by Brown-Forman Corporation · Kentucky · Manufacturing

$18M in assets, 67 participants

Brown-Forman Corporation's Brown-Forman Corporation Pension Plan for Hourly Employees reported $18M in total assets and 67 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #11,311 in Manufacturing (18,722 peers)

What the 2023 filing shows

Brown-Forman Corporation Pension Plan for Hourly Employees holds $18M for 67 participants - about $273,477 per participant, above the median plan by assets.

#11,311
in Manufacturing (18,722 peers)
-5.5%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

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

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

$18,322,985 Top 29% higher than 71% 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 Pension Plan for Hourly Employees among smaller 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 Pension Plan for Hourly Employees is a small filing (67 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brown-Forman Corporation Pension Plan for Hourly Employees reported net income rose from -$5M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Brown-Forman Corporation Pension Plan for Hourly Employees reported participants fell from 73 in the plan year 2022 filing to 67 in the plan year 2023 filing.
  • Brown-Forman Corporation Pension Plan for Hourly Employees end-of-year assets fell from $19M in the plan year 2022 filing to $18M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

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

Brown-Forman Corporation Pension Plan for Hourly Employees · $18M · 67 · 71st

  • EIN $18M
  • EIN 67
  • EIN 71st
  • EIN Defined Benefit (Pension)
  • EIN near Fulton County Medical Center Employees' Pension Plan
  • EIN ind #11311

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 Pension Plan for Hourly Employees in the asset neighbourhood

Brown-Forman Corporation Pension Plan for Hourly EmployeesBrown-Forman Corporation Pen…$18MFulton County Medical Center Employees' Pension PlanFulton County Medical Center…$18MAlinabal, Inc. Retirement PlanAlinabal, Inc. Retirement Pl…$18MOld Dutch Foods Inc Country Salesmen Pension PlanOld Dutch Foods Inc Country …$18MDetrex Corporation Employees' Retirement PlanDetrex Corporation Employees…$18M
End-of-year total assets ($M) among Brown-Forman Corporation Pension Plan for Hourly Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$18M
Net Income-$1M
Employer EIN610143150
Plan Effective Date1970-01-01
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 Pension Plan for Hourly Employees vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.5 Total assets ($B) Participants Brown-Forman Corporation Pension Plan for Hourly Employees, Total assets ($B): 0.018322985 · Participants: 67Brown-Forman Corporation Pension Plan for Hourly EmployeesLg&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 Pension Plan for Hourly Employees vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants
Compare Brown-Forman Corporation Pension Plan for Hourly Employees side-by-side with 3 peers →

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

Outside Kentucky, the nearest Defined Benefit (Pension) by assets is Fulton County Medical Center Employees' Pension Plan in PA ($18M); by covered participants it is Employees' Pension Plan of Florida Public Utilities Company in DE (67 participants). Same-state nearby plans are listed separately above.

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 Pension Plan for Hourly Employees assets move in 2023? ▼
Brown-Forman Corporation Pension Plan for Hourly Employees pulled back noticeably - down 5.5% during 2023, from $19M to $18M. Reported net income was -$1M.
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.
Which Defined Benefit (Pension) plans are similar in size to Brown-Forman Corporation Pension Plan for Hourly Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Fulton County Medical Center Employees' Pension Plan in PA ($18M, 217 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Brown-Forman Corporation Pension Plan for Hourly Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Employees' Pension Plan of Florida Public Utilities Company in DE (67 participants, $49M 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.