401(k) · DOL Form 5500 · 2024

Sazerac Company, Inc. 401(k) Plan

Data updated 2026-08-25

$167M
Total assets Near avg plan size
3,212
Participants Above avg headcount
93rd
Percentile by assets National rank
$51,868
Avg per participant Low balance/head
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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.

  • #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.

#16,039
in Manufacturing (17,777 peers)
+25.7%
assets growth YoY
1.7×
vs typical plan assets (national mean)

Sazerac Company, Inc. 401(k) Plan's outsized position by total assets

Sazerac Company, Inc. 401(k) Plan vs every filed plan by assets

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

$166,599,798 Top 7% higher than 93% 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

Sazerac Company, Inc. 401(k) 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. Sazerac Company, Inc. 401(k) Plan lands in the large band (3,212 participants).

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.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 720310180 · Sazerac Company, Inc. PY 2024 · 401(k)

Sazerac Company, Inc. 401(k) Plan · $167M · 3,212 · 93rd

  • PART $167M
  • PART 3,212
  • PART 93rd
  • PART 401(k)
  • PART near Schneider Downs Retirement Savings Plan
  • PART ind #16039

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 →

Sazerac Company, Inc. 401(k) Plan in the asset neighbourhood

Clarion Partners, LLC 401(k) Profit Sharing PlanClarion Partners, LLC 401(k)…$167MSchneider Downs Retirement Savings PlanSchneider Downs Retirement S…$167MSazerac Company, Inc. 401(k) PlanSazerac Company, Inc. 401(k)…$167MKramer Levin Associates Savings & Investment PlanKramer Levin Associates Savi…$166MMartin's Point 401(k) Plan$166M
End-of-year total assets ($M) among Sazerac Company, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kentucky filing particulars

Total Assets (Beginning of Year)$133M
Net Assets (End of Year)$167M
Net Income$34M
Employer EIN720310180
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sazerac Company, Inc.)

Sponsor-wide plan assets over time

All Sazerac Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$269M 63.08082739572474% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $165M $269M ▲ +63.1%
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 Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Sazerac Company, Inc. 401(k) Plan, Total assets ($B): 0.166599798 · Participants: 3212Sazerac Company, Inc. 401(k) PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 8.826314209 · Participants: 90345Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.706147015 · Participants: 45706Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.501700415 · Participants: 3064UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.316012841 · Participants: 23753Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.211057397 · Participants: 1919Lexmark Savings Plan
Sazerac Company, Inc. 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Sazerac Company, Inc. 401(k) Plan side-by-side with 3 peers →

Sazerac Company, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Schneider Downs Retirement Savings Plan in PA ($167M); by covered participants it is Kratos Defense & Security Solutions, Inc. Employee Savings and Investment Plan in CA (3,212 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($167M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,212 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 Sazerac Company, Inc. 401(k) Plan assets move in 2024? ▼
Sazerac Company, Inc. 401(k) Plan grew sharply - up 25.7% during 2024, from $133M to $167M. Reported net income was $34M.
How have Sazerac Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sazerac Company, Inc.'s sponsor-wide assets grew 63.1%, from $165M to $269M.
Where does Sazerac Company, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Sazerac Company, Inc. 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Sazerac Company, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Schneider Downs Retirement Savings Plan in PA ($167M, 546 participants).
Which 401(k) plans cover a similar participant headcount to Sazerac Company, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kratos Defense & Security Solutions, Inc. Employee Savings and Investment Plan in CA (3,212 participants, $534M 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 720310180.

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.