Defined Benefit (Pension) · DOL Form 5500 · 2024

Brown-Forman Corporation Pension Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
54
Participants Small participant base
67th
Percentile by assets National rank
$319,190
Avg per participant High balance/head
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Official DOL plan name: Brown-Forman Corporation Pension Plan for Hourly Employees · Sponsored by Brown-Forman Corporation · Kentucky · Manufacturing

$17M in assets, 54 participants

Brown-Forman Corporation's Brown-Forman Corporation Pension Plan for Hourly Employees reported $17M in total assets and 54 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #9,952 in Manufacturing (17,777 peers)

What the 2024 filing shows

Brown-Forman Corporation Pension Plan for Hourly Employees holds $17M for 54 participants - about $319,190 per participant, above the median plan by assets.

#9,952
in Manufacturing (17,777 peers)
-5.9%
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 2024 · DOL Form 5500

$17,236,256 Top 33% higher than 67% 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 Pension Plan for Hourly Employees among smaller 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 Pension Plan for Hourly Employees is a small filing (54 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Brown-Forman Corporation Pension Plan for Hourly Employees reported participants fell from 67 in the plan year 2023 filing to 54 in the plan year 2024 filing.
  • Brown-Forman Corporation Pension Plan for Hourly Employees end-of-year assets fell from $18M in the plan year 2023 filing to $17M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

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

Brown-Forman Corporation Pension Plan for Hourly Employees · $17M · 54 · 67th

  • SCH $17M
  • EBSA 54
  • PART 67th
  • TYPE Defined Benefit (Pension)
  • NET near Kennametal Inc. and UAW Incl. Loc 1059 Pension Plan for Hourly Rated Production & Maintenance Employees
  • BOOK ind #9952

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

Detroit Diesel UAW 412 Pension PlanDetroit Diesel UAW 412 Pensi…$17MBrown-Forman Corporation Pension Plan for Hourly EmployeesBrown-Forman Corporation Pen…$17MBvpv Styrenics LLC Retirement Plan for Beaver Valley Hourly EmployeesBvpv Styrenics LLC Retiremen…$17MKennametal Inc. and UAW Incl. Loc 1059 Pension Plan for Hourly Rated Production & Maintenance EmployeesKennametal Inc. and UAW Incl…$17MLeistritz Advanced Technologies Corp. Retirement PlanLeistritz Advanced Technolog…$17M
End-of-year total assets ($M) among Brown-Forman Corporation Pension Plan for Hourly Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$17M
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. -10000100020003000 -0.500.511.5 Total assets ($B) Participants Brown-Forman Corporation Pension Plan for Hourly Employees, Total assets ($B): 0.017236256 · Participants: 54Brown-Forman Corporation Pension Plan for Hourly EmployeesLg&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 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 Kennametal Inc. and UAW Incl. Loc 1059 Pension Plan for Hourly Rated Production & Maintenance Employees in SC ($17M); by covered participants it is Credit Union West Retirement Pension Plan in AZ (54 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (54 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 Pension Plan for Hourly Employees assets move in 2024? ▼
Brown-Forman Corporation Pension Plan for Hourly Employees pulled back noticeably - down 5.9% during 2024, from $18M to $17M. 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 Kennametal Inc. and UAW Incl. Loc 1059 Pension Plan for Hourly Rated Production & Maintenance Employees in SC ($17M, N/A 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 Credit Union West Retirement Pension Plan in AZ (54 participants, N/A 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.