401(k) · DOL Form 5500 · 2024
Brown-Forman Corporation 401(k) Plan
Data updated 2026-08-25
- $36M
- Total assets Below avg plan size
- 345
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $104,006
- Avg per participant Below avg balance/head
Official DOL plan name: Brown-Forman Corporation Savings Plan for Collectively Bargained Employee · Sponsored by Brown-Forman Corporation · Kentucky · Manufacturing
$36M in assets, 345 participants
Brown-Forman Corporation's Brown-Forman Corporation Savings Plan for Collectively Bargained Employee reported $36M in total assets and 345 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- #12,821 in Manufacturing (17,777 peers)
Where Brown-Forman Corporation Savings Plan for Collectively Bargained Employee sits by assets
Brown-Forman Corporation Savings Plan for Collectively Bargained Employee sits in the top quartile of all filed plans by assets, $36M for 345 participants (~$104,006/participant), down 5.4% in 2024.
- #12,821
- in Manufacturing (17,777 peers)
- -5.4%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Brown-Forman Corporation Savings Plan for Collectively Bargained Employee's outsized position by total assets
Brown-Forman Corporation Savings Plan for Collectively Bargained Employee vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$35,881,947 Top 20% higher than 80% of 123,620 filed plans
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 for Collectively Bargained Employee among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brown-Forman Corporation Savings Plan for Collectively Bargained Employee sits mid-pack in the medium band (345 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Brown-Forman Corporation Savings Plan for Collectively Bargained Employee reported net income fell from $3M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Brown-Forman Corporation Savings Plan for Collectively Bargained Employee reported participants fell from 374 in the plan year 2023 filing to 345 in the plan year 2024 filing.
- Brown-Forman Corporation Savings Plan for Collectively Bargained Employee end-of-year assets fell from $38M in the plan year 2023 filing to $36M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 610143150 · Brown-Forman Corporation PY 2024 · 401(k)
Brown-Forman Corporation Savings Plan for Collectively Bargained Employee · $36M · 345 · 80th
- RANK $36M
- PHOTO 345
- IND 80th
- EOY 401(k)
- 5500 near Cascade Utilities, Inc. and Affiliated Companies Salary Savings Plan
- ASSETS ind #12821
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 for Collectively Bargained Employee in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $36M |
| Net Income | -$2M |
| Employer EIN | 610143150 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING 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
| 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.
- Commonspirit Health 401(k) Retirement Savings Plan $8.8B · 90,345
- Humana Retirement Savings Plan $7.7B · 45,706
- UPS/Ipa 401(k) Savings Plan $1.5B · 3,064
- Scionhealth 401(k) Plan $1.3B · 23,753
- Lexmark Savings Plan $1.2B · 1,919
Brown-Forman Corporation Savings Plan for Collectively Bargained Employee's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is Cascade Utilities, Inc. and Affiliated Companies Salary Savings Plan in OR ($36M); by covered participants it is Creative Foods Corporation 401(k) Profit Sharing Plan in NY (345 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($36M here).
Similar participant headcount
Nearest other-state filings by covered participants (345 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.