401(k) · DOL Form 5500 · 2024

Sazerac Company, Inc. 401(k) Plan

Data updated 2026-08-25

$103M
Total assets Near avg plan size
1,480
Participants Near avg headcount
91st
Percentile by assets National rank
$69,431
Avg per participant Below avg balance/head
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Official DOL plan name: Sazerac Company, Inc. 401(k) Plan for Union Employees · Sponsored by Sazerac Company, Inc. · Kentucky · Manufacturing

$103M in assets, 1,480 participants

Sazerac Company, Inc.'s Sazerac Company, Inc. 401(k) Plan for Union Employees reported $103M in total assets and 1,480 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #15,310 in Manufacturing (17,777 peers)

Coverage in Kentucky

Sazerac Company, Inc. 401(k) Plan for Union Employees covers 1,480 participants in Kentucky, 2.3x the typical Kentucky plan (state average ~647 per filing). Assets: $103M.

#15,310
in Manufacturing (17,777 peers)
+18.0%
assets growth YoY
1.0×
vs typical plan assets (national mean)

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

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

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

$102,757,194 Top 9% higher than 91% 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 for Union Employees'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 for Union Employees lands in the large band (1,480 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sazerac Company, Inc. 401(k) Plan for Union Employees end-of-year assets rose from $87M in the plan year 2023 filing to $103M in the plan year 2024 filing.
  • Sazerac Company, Inc. 401(k) Plan for Union Employees reported net income fell from $17M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Sazerac Company, Inc. 401(k) Plan for Union Employees reported participants rose from 1,445 in the plan year 2023 filing to 1,480 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

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

Sazerac Company, Inc. 401(k) Plan for Union Employees · $103M · 1,480 · 91st

  • TYPE $103M
  • NET 1,480
  • BOOK 91st
  • VS-ST 401(k)
  • BOY near South Carolina Federal Credit Union Employees' 401(k) Plan
  • SCH ind #15310

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 for Union Employees in the asset neighbourhood

Provisur Employees Retirement Savings PlanProvisur Employees Retiremen…$103MSazerac Company, Inc. 401(k) Plan for Union EmployeesSazerac Company, Inc. 401(k)…$103MSouth Carolina Federal Credit Union Employees' 401(k) PlanSouth Carolina Federal Credi…$103MFremont Group Retirement Plan$103MBob Evans Restaurants, LLC 401(k) Retirement PlanBob Evans Restaurants, LLC 4…$103M
End-of-year total assets ($M) among Sazerac Company, Inc. 401(k) Plan for Union Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kentucky filing particulars

Total Assets (Beginning of Year)$87M
Net Assets (End of Year)$103M
Net Income$16M
Employer EIN720310180
Plan Effective Date1993-01-01
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 for Union Employees vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Sazerac Company, Inc. 401(k) Plan for Union Employees, Total assets ($B): 0.102757194 · Participants: 1480Sazerac Company, Inc. 401(k) Plan for Union EmployeesCommonspirit 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 for Union Employees vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Sazerac Company, Inc. 401(k) Plan for Union Employees side-by-side with 3 peers →

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

Outside Kentucky, the nearest 401(k) by assets is South Carolina Federal Credit Union Employees' 401(k) Plan in SC ($103M); by covered participants it is Maclean Power 401(k) Plan in SC (1,480 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,480 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 for Union Employees assets move in 2024? ▼
Sazerac Company, Inc. 401(k) Plan for Union Employees grew sharply - up 18.0% during 2024, from $87M to $103M. Reported net income was $16M.
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 for Union Employees rank by assets among Form 5500 filers? ▼
Sazerac Company, Inc. 401(k) Plan for Union Employees ranks in the 91st 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 for Union Employees? ▼
Among 401(k) plans in other states, the closest by assets is South Carolina Federal Credit Union Employees' 401(k) Plan in SC ($103M, 566 participants).
Which 401(k) plans cover a similar participant headcount to Sazerac Company, Inc. 401(k) Plan for Union Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is Maclean Power 401(k) Plan in SC (1,480 participants, $64M 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.