Defined Benefit (Pension) · DOL Form 5500 · 2024

Brown-Forman Corporation Pension Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
533
Participants Below avg headcount
84th
Percentile by assets National rank
$95,472
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, 533 participants

Brown-Forman Corporation's Brown-Forman Corporation Hourly Employees Retirement Plan reported $51M in total assets and 533 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #13,818 in Manufacturing (17,777 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 533 participants (~$95,472/participant), up 0.5% in 2024.

#13,818
in Manufacturing (17,777 peers)
+0.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

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 2024 · DOL Form 5500

$50,886,793 Top 16% higher than 84% 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 Hourly Employees Retirement Plan 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 Hourly Employees Retirement Plan sits mid-pack in the medium band (533 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Brown-Forman Corporation Hourly Employees Retirement Plan reported net income rose from -$3M in the plan year 2023 filing to $221K in the plan year 2024 filing.
  • Brown-Forman Corporation Hourly Employees Retirement Plan reported participants rose from 471 in the plan year 2023 filing to 533 in the plan year 2024 filing.
  • Brown-Forman Corporation Hourly Employees Retirement Plan end-of-year assets rose from $51M in the plan year 2023 filing to $51M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 610143150 · Brown-Forman Corporation PY 2024 · Defined Benefit (Pension)

Brown-Forman Corporation Hourly Employees Retirement Plan · $51M · 533 · 84th

  • EIN $51M
  • EIN 533
  • EIN 84th
  • EIN Defined Benefit (Pension)
  • EIN near Lake Michigan Credit Union Cash Balance Defined Benefit Plan and Trust
  • EIN ind #13818

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

St. Lukes Cornwall Hospital Retirement PlanSt. Lukes Cornwall Hospital …$51MRyman Hospitality Properties Retirement PlanRyman Hospitality Properties…$51MSdc-League Pension Fund$51MBrown-Forman Corporation Hourly Employees Retirement PlanBrown-Forman Corporation Hou…$51MLake Michigan Credit Union Cash Balance Defined Benefit Plan and TrustLake Michigan Credit Union C…$51M
End-of-year total assets ($M) among Brown-Forman Corporation Hourly Employees Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$51M
Net Income$221K
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. -10000100020003000 00.511.5 Total assets ($B) Participants Brown-Forman Corporation Hourly Employees Retirement Plan, Total assets ($B): 0.050886793 · Participants: 533Brown-Forman Corporation Hourly Employees Retirement PlanLg&e and Ku Pension Plan, Total assets ($B): 1.022111396 · Participants: 742Lg&e and Ku Pension PlanAshland Hercules Pension Plan, Total assets ($B): 0.924092 · Participants: 43Ashland Hercules Pension PlanYum Brands Retirement Plan, Total assets ($B): 0.711228 · Participants: 2572Yum Brands Retirement PlanBrown-Forman Corporation Salaried Employees Retirement Plan, Total assets ($B): 0.477947218 · Participants: 1237Brown-Forman Corporation Salaried Employees Retirement PlanAshland Hercules Pension Plan II, Total assets ($B): 0.441399 · Participants: 69Ashland 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 Lake Michigan Credit Union Cash Balance Defined Benefit Plan and Trust in MI ($51M); by covered participants it is Fbl Financial Group Retirement Plan in IA (533 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (533 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 Hourly Employees Retirement Plan assets move in 2024? ▼
Brown-Forman Corporation Hourly Employees Retirement Plan held essentially flat - up 0.5% during 2024, from $51M to $51M. Reported net income was $221K.
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 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (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 Lake Michigan Credit Union Cash Balance Defined Benefit Plan and Trust in MI ($51M, 1,532 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 Fbl Financial Group Retirement Plan in IA (533 participants, $254M 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.