401(k) · DOL Form 5500 · 2024

Brown-Forman Corporation 401(k) Plan

Data updated 2026-08-25

$649M
Total assets Above avg plan size
2,423
Participants Above avg headcount
98th
Percentile by assets National rank
$267,664
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Brown-Forman Corporation Savings Plan · Sponsored by Brown-Forman Corporation · Kentucky · Manufacturing

$649M in assets, 2,423 participants

Brown-Forman Corporation's Brown-Forman Corporation Savings Plan reported $649M in total assets and 2,423 participants in its 2024 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.

  • #17,130 in Manufacturing (17,777 peers)

Coverage in Kentucky

Brown-Forman Corporation Savings Plan covers 2,423 participants in Kentucky, 3.7x the typical Kentucky plan (state average ~647 per filing). Assets: $649M.

#17,130
in Manufacturing (17,777 peers)
+2.8%
assets growth YoY
6.5×
vs typical plan assets (national mean)

Brown-Forman Corporation Savings Plan's outsized position by total assets

Brown-Forman Corporation Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$648,549,973 Top 2% higher than 98% of 123,620 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 2024

Brown-Forman Corporation Savings Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brown-Forman Corporation Savings Plan lands in the large band (2,423 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Brown-Forman Corporation Savings Plan reported net income fell from $24M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Brown-Forman Corporation Savings Plan end-of-year assets rose from $631M in the plan year 2023 filing to $649M in the plan year 2024 filing.
  • Brown-Forman Corporation Savings Plan reported participants rose from 2,362 in the plan year 2023 filing to 2,423 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 610143150 · Brown-Forman Corporation PY 2024 · 401(k)

Brown-Forman Corporation Savings Plan · $649M · 2,423 · 98th

  • PCT $649M
  • PCT 2,423
  • PCT 98th
  • PCT 401(k)
  • PCT near Cubic Corporation 401(k) Retirement Plan
  • PCT ind #17130

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 Savings Plan in the asset neighbourhood

Cubic Corporation 401(k) Retirement PlanCubic Corporation 401(k) Ret…$649MBrown-Forman Corporation Savings PlanBrown-Forman Corporation Sav…$649MAvantor Retirement Savings 401(k) Plan and TrustAvantor Retirement Savings 4…$648MApplied Research Associates, Inc. 401(k) Profit Sharing Plan & TrustApplied Research Associates,…$648MStewart 401(k) Savings Plan$648M
End-of-year total assets ($M) among Brown-Forman Corporation Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kentucky filing particulars

Total Assets (Beginning of Year)$631M
Net Assets (End of Year)$649M
Net Income$18M
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 401(k) Plans in Kentucky

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Brown-Forman Corporation Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 0246810 Total assets ($B) Participants Brown-Forman Corporation Savings Plan, Total assets ($B): 0.648549973 · Participants: 2423Brown-Forman Corporation Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 8.826314209 · Participants: 90345Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.706147015 · Participants: 45706Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.501700415 · Participants: 3064UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.316012841 · Participants: 23753Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.211057397 · Participants: 1919Lexmark Savings Plan
Brown-Forman Corporation Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Brown-Forman Corporation Savings Plan side-by-side with 3 peers →

Brown-Forman Corporation Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Cubic Corporation 401(k) Retirement Plan in CA ($649M); by covered participants it is Renasant Bank 401(k) Plan in MS (2,423 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,423 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Brown-Forman Corporation Savings Plan assets move in 2024? ▼
Brown-Forman Corporation Savings Plan edged up modestly - up 2.8% during 2024, from $631M to $649M. Reported net income was $18M.
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 Savings Plan rank by assets among Form 5500 filers? ▼
Brown-Forman Corporation Savings Plan ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Brown-Forman Corporation Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cubic Corporation 401(k) Retirement Plan in CA ($649M, 1,834 participants).
Which 401(k) plans cover a similar participant headcount to Brown-Forman Corporation Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Renasant Bank 401(k) Plan in MS (2,423 participants, $320M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.