Defined Benefit (Pension) · DOL Form 5500 · 2024

Brown-Forman Corporation Pension Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
95
Participants Small participant base
80th
Percentile by assets National rank
$368,899
Avg per participant High balance/head
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Official DOL plan name: Brown-Forman Corporation Retirement Plan · Sponsored by Brown-Forman Corporation · Kentucky · Manufacturing

$35M in assets, 95 participants

Brown-Forman Corporation's Brown-Forman Corporation Retirement Plan reported $35M in total assets and 95 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.

  • #12,741 in Manufacturing (17,777 peers)

Where Brown-Forman Corporation Retirement Plan sits by assets

Brown-Forman Corporation Retirement Plan sits in the top quartile of all filed plans by assets, $35M for 95 participants (~$368,899/participant), down 9.3% in 2024.

#12,741
in Manufacturing (17,777 peers)
-9.3%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

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

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

$35,045,364 Top 20% higher than 80% 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 Retirement Plan 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 Retirement Plan is a small filing (95 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Brown-Forman Corporation Retirement Plan reported net income fell from -$1M in the plan year 2023 filing to -$4M in the plan year 2024 filing.
  • Brown-Forman Corporation Retirement Plan end-of-year assets fell from $39M in the plan year 2023 filing to $35M in the plan year 2024 filing.
  • Brown-Forman Corporation Retirement Plan reported participants fell from 103 in the plan year 2023 filing to 95 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 Retirement Plan · $35M · 95 · 80th

  • PART $35M
  • PART 95
  • PART 80th
  • PART Defined Benefit (Pension)
  • PART near Calportland Company Defined Benefit Pension Plan
  • PART ind #12741

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 Retirement Plan in the asset neighbourhood

Lloyd's Register Americas, Inc. Retirement Plan for United States EmployeesLloyd's Register Americas, I…$35MBrown-Forman Corporation Retirement PlanBrown-Forman Corporation Ret…$35MCalportland Company Defined Benefit Pension PlanCalportland Company Defined …$35MW.R. Grace & Co. Retirement Plan for Non-Union Hourly EmployeesW.R. Grace & Co. Retirement …$35MNational Australia Bank Limited Pension PlanNational Australia Bank Limi…$35M
End-of-year total assets ($M) among Brown-Forman Corporation 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)$39M
Net Assets (End of Year)$35M
Net Income-$4M
Employer EIN610143150
Plan Effective Date1946-04-30
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 Retirement Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -0.500.511.5 Total assets ($B) Participants Brown-Forman Corporation Retirement Plan, Total assets ($B): 0.035045364 · Participants: 95Brown-Forman Corporation 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 Retirement Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants
Compare Brown-Forman Corporation Retirement Plan side-by-side with 3 peers →

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

Outside Kentucky, the nearest Defined Benefit (Pension) by assets is Calportland Company Defined Benefit Pension Plan in NV ($35M); by covered participants it is United Bancorp, Inc. of Martins Ferry, Ohio Employees' Pension Plan in OH (95 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (95 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 Retirement Plan assets move in 2024? ▼
Brown-Forman Corporation Retirement Plan pulled back noticeably - down 9.3% during 2024, from $39M to $35M. Reported net income was -$4M.
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 Retirement Plan rank by assets among Form 5500 filers? ▼
Brown-Forman Corporation Retirement Plan ranks in the 80th 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 Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Calportland Company Defined Benefit Pension Plan in NV ($35M, 114 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Brown-Forman Corporation Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is United Bancorp, Inc. of Martins Ferry, Ohio Employees' Pension Plan in OH (95 participants, $10M 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.