401(k) · DOL Form 5500 · 2024

Sazerac Company, Inc. 401(k) Plan

Data updated 2026-08-11

$103M
Total assets: 1,480
Participants: 91st
Percentile by assets: $69,431
Avg per participant

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.

91st percentile by assets (of 123,622 plans)
#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.

$103M
total plan assets (2024 EOY): 1,480
covered participants: 91st
percentile by assets (of 123,622 plans): $69,431
avg assets per participant

Where Sazerac Company, Inc. 401(k) Plan for Union Employees sits 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

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 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 →

State

Kentucky

Industry

Manufacturing

Participants vs Kentucky filers

In Kentucky, the average filing covers about 647 participants across 1,300 plans. Sazerac Company, Inc. 401(k) Plan for Union Employees reports 1,480 participants - 2.3x that state average ($103M EOY assets).

Kentucky filing particulars

Total Assets (Beginning of Year)	$87M
Net Assets (End of Year)	$103M
Net Income	$16M
Employer EIN	720310180
Plan Effective Date	1993-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Sazerac Company, Inc.)

Total plan assets by year, all Sazerac Company, Inc. plans on file

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

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

Compare Sazerac Company, Inc. 401(k) Plan for Un… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Sazerac Company, Inc. 401(k) Plan for Union Employees by total assets, not by location.

South Carolina Federal Credit Union Employees' 401(k) Plan (SC) $103M · 566
Fremont Group Retirement Plan (CA) $103M · 171
Bob Evans Restaurants, LLC 401(k) Retirement Plan (OH) $103M · 14,259
Provisur Employees Retirement Savings Plan (IL) $103M · 344

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).

Next read for Sazerac Company, Inc. 401(k) Plan for Un…

Filing takeaways

Ways to act on Sazerac Company, Inc. 401(k) Plan for Union Employees's numbers.

By total assets, Sazerac Company, Inc. 401(k) Plan for Union Employees 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

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.