401(k) · DOL Form 5500 · 2024
Sazerac Company, Inc. 401(k) Plan
Data updated 2026-08-11
- $167M
- Total assets
- 3,212
- Participants
- 93rd
- Percentile by assets
- $51,868
- Avg per participant
Official DOL plan name: Sazerac Company, Inc. 401(k) Plan · Sponsored by Sazerac Company, Inc. · Kentucky · Manufacturing
$167M in assets, 3,212 participants
Sazerac Company, Inc.'s Sazerac Company, Inc. 401(k) Plan reported $167M in total assets and 3,212 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 123,622 plans)
- #16,039 in Manufacturing (17,777 peers)
Coverage in Kentucky
Sazerac Company, Inc. 401(k) Plan covers 3,212 participants in Kentucky, 5.0x the typical Kentucky plan (state average ~647 per filing). Assets: $167M.
- $167M
- total plan assets (2024 EOY)
- 3,212
- covered participants
- 93rd
- percentile by assets (of 123,622 plans)
- $51,868
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sazerac Company, Inc. 401(k) Plan reported participants rose from 2,414 in the plan year 2023 filing to 3,212 in the plan year 2024 filing.
- Sazerac Company, Inc. 401(k) Plan end-of-year assets rose from $133M in the plan year 2023 filing to $167M in the plan year 2024 filing.
- Sazerac Company, Inc. 401(k) Plan reported net income fell from $34M in the plan year 2023 filing to $34M in the plan year 2024 filing.
Participants vs Kentucky filers
In Kentucky, the average filing covers about 647 participants across 1,300 plans. Sazerac Company, Inc. 401(k) Plan reports 3,212 participants - 5.0x that state average ($167M EOY assets).
Kentucky filing particulars
| Total Assets (Beginning of Year) | $133M |
|---|---|
| Net Assets (End of Year) | $167M |
| Net Income | $34M |
| Employer EIN | 720310180 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sazerac Company, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,835 | $165M |
| 2023 | 2 | 3,859 | $220M |
| 2024 | 2 | 4,692 | $269M |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Sazerac Company, Inc. 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Sazerac Company, Inc. 401(k) Plan by total assets, not by location.
- Schneider Downs Retirement Savings Plan (PA) $167M · 546
- Kramer Levin Associates Savings & Investment Plan (NY) $166M · 406
- Martin's Point 401(k) Plan (ME) $166M · 1,000
- Clarion Partners, LLC 401(k) Profit Sharing Plan (NY) $167M · 339
Frequently Asked Questions
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Next read for Sazerac Company, Inc. 401(k) Plan
Filing takeaways
Ways to act on Sazerac Company, Inc. 401(k) Plan's numbers.
- By total assets, Sazerac Company, Inc. 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Kentucky. Compare plans
- Sazerac Company, Inc.'s sponsor-wide assets have grown 63.1% since 2022 across 3 plan years on file. More Manufacturing plans