Defined Benefit (Pension) · DOL Form 5500 · 2024
Brown-Forman Corporation Pension Plan
Data updated 2026-08-25
- $478M
- Total assets Above avg plan size
- 1,237
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $386,376
- Avg per participant High balance/head
Official DOL plan name: Brown-Forman Corporation Salaried Employees Retirement Plan · Sponsored by Brown-Forman Corporation · Kentucky · Manufacturing
$478M in assets, 1,237 participants
Brown-Forman Corporation's Brown-Forman Corporation Salaried Employees Retirement Plan reported $478M in total assets and 1,237 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #16,956 in Manufacturing (17,777 peers)
Where Brown-Forman Corporation Salaried Employees Retirement Plan sits by assets
Brown-Forman Corporation Salaried Employees Retirement Plan sits in the top 5% of all filed plans by assets, $478M for 1,237 participants (~$386,376/participant), down 4.3% in 2024.
- #16,956
- in Manufacturing (17,777 peers)
- -4.3%
- assets change YoY
- 4.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $21M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Brown-Forman Corporation Salaried Employees Retirement Plan's outsized position by total assets
Brown-Forman Corporation Salaried Employees Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$477,947,218 Top 3% higher than 97% 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 Salaried Employees Retirement 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 Salaried Employees Retirement Plan lands in the large band (1,237 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Brown-Forman Corporation Salaried Employees Retirement Plan reported net income rose from -$60M in the plan year 2023 filing to -$21M in the plan year 2024 filing.
- Brown-Forman Corporation Salaried Employees Retirement Plan reported participants rose from 1,160 in the plan year 2023 filing to 1,237 in the plan year 2024 filing.
- Brown-Forman Corporation Salaried Employees Retirement Plan end-of-year assets fell from $499M in the plan year 2023 filing to $478M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 610143150 · Brown-Forman Corporation PY 2024 · Defined Benefit (Pension)
Brown-Forman Corporation Salaried Employees Retirement Plan · $478M · 1,237 · 97th
- SCH $478M
- EBSA 1,237
- PART 97th
- TYPE Defined Benefit (Pension)
- NET near Moog Inc. Employees' Retirement Plan
- BOOK ind #16956
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 Salaried Employees Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $499M |
|---|---|
| Net Assets (End of Year) | $478M |
| Net Income | -$21M |
| Employer EIN | 610143150 |
| Plan Effective Date | 1953-01-01 |
| 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 Defined Benefit (Pension) Plans in Kentucky
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Lg&e and Ku Pension Plan $1.0B · 742
- Ashland Hercules Pension Plan $924M · 43
- Yum Brands Retirement Plan $711M · 2,572
- Ashland Hercules Pension Plan II $441M · 69
- Lexmark Retirement Growth Account Plan $313M · 606
Brown-Forman Corporation Salaried 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 Moog Inc. Employees' Retirement Plan in NY ($477M); by covered participants it is Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust in IA (1,233 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($478M here).
- Moog Inc. Employees' Retirement Plan (NY) $477M · 1,215
- W.R. Grace & Co. Retirement Plan for Salaried Employees (MD) $477M · 541
- Laborers Local 1298 of Nassau & Suffolk Counties Pension Fund (NY) $479M · 1,218
- Philips North America Pension Plan (MA) $477M · 1,514
Similar participant headcount
Nearest other-state filings by covered participants (1,237 participants); asset peers above are excluded.
- Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust (IA) 1,233 · 4 off
- Huhtamaki Retirement Accrual Plan (KS) 1,233 · 4 off
- New Jersey Manufacturers Insurance Company Retirement Plan (NJ) 1,233 · 4 off
- Greif Pension Plan (OH) 1,232 · 5 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.