Brown-Forman Corporation, Louisville, KY. EIN 61-0143150. Annual reports 2009–2024.
Brown-Forman Corporation has 6 active retirement plans on file. The largest is the Brown-Forman Corporation Salaried Employees Retirement Plan, with 2,908 participants and $478 million in assets in 2024.
Brown-Forman Corporation 850 Dixie Highway Louisville, KY 40210 (502) 585-1100As filed for 2024
In effect since
January 1, 1996
Earlier plan names: Brown-Forman Corporation Savings Plan for Collectively Bargained Employees; Brown Forman Savings Plan for Collectively Bargained Employees.
Year by year, 2009 to 2024
Plan year
Participants
Net assets
Recordkeeper
2024
421
$35.9 million
Empower
2023
426
$37.9 million
Empower
2022
449
$35.1 million
Empower
2021
430
$39.9 million
Empower
2020
406
$39.0 million
Empower
2019
427
$35.1 million
Wells Fargo
2018
431
$27.1 million
Wells Fargo
2017
409
$29.4 million
Wells Fargo
2016
457
$24.2 million
Wells Fargo
2015
482
$22.6 million
Wells Fargo
2014
464
$20.2 million
Wells Fargo
2013
483
$18.6 million
Fidelity
2012
487
$14.0 million
Fidelity
2011
487
$11.0 million
Fidelity
2010
457
$11.4 million
Fidelity
2009
425
$9.0 million
Fidelity
Brown-Forman Corporation Retirement Plan
Cash balance pensionActive
Active. The plan filed its annual report for the 2024 plan year.
Plan number
001Employer EIN 61-0143150
Participants (2024)
316
Net assets (2024)
$35.0 million
Plan administrator
Employee Benefits Committee 850 Dixie Highway Louisville, KY 40210 (502) 585-1100As filed for 2024
In effect since
April 30, 1946
Year by year, 2009 to 2024
Plan year
Participants
Net assets
Recordkeeper
2024
316
$35.0 million
not listed
2023
340
$38.6 million
not listed
2022
380
$40.1 million
not listed
2021
395
$49.3 million
not listed
2020
430
$50.7 million
not listed
2019
456
$50.1 million
not listed
2018
477
$45.7 million
not listed
2017
494
$50.9 million
not listed
2016
509
$47.3 million
not listed
2015
545
$49.3 million
not listed
2014
532
$52.6 million
not listed
2013
555
$52.1 million
not listed
2012
564
$50.4 million
not listed
2011
569
$47.3 million
not listed
2010
558
$47.6 million
not listed
2009
570
$44.3 million
not listed
Brown-Forman Corporation Pension Plan for Hourly Employees
Pension (defined benefit)Active
Active. The plan filed its annual report for the 2024 plan year.
Plan number
003Employer EIN 61-0143150
Participants (2024)
181
Net assets (2024)
$17.2 million
Plan administrator
Employee Benefits Committee 850 Dixie Highway Louisville, KY 40210 (502) 585-1100As filed for 2024
In effect since
January 1, 1970
Earlier plan names: Brown-Forman Corporation Pension Plan for Hourly Ees.
No annual report since the 2012 plan year, and no final report on record. The plan may have been merged, renamed or re-filed under another number; ask the plan administrator below.
Plan number
021Employer EIN 61-0143150
Participants (2012)
3
Net assets (2012)
$73,692
Plan administrator
Employee Benefits Committee 850 Dixie Highway Louisville, KY 40210 (502) 585-1100As filed for 2012
In effect since
August 1, 2008
Year by year, 2009 to 2012
Plan year
Participants
Net assets
Recordkeeper
2012
3
$73,692
not listed
2011
4
$129,497
not listed
2010
4
$96,729
not listed
2009
4
$52,040
not listed
Brown-Forman Winery Operations Savings Plan
401(k)Merged
Merged. In 2012 its assets moved to the B-F Corporation Savings Plan, sponsored by Brown-Forman Corporation (EIN 61-0143150, plan 006). Accounts moved with them, so that plan is the one to contact.
Employee Benefits Committee C/Obrown-Forman Corporation 850 Dixie Highway Louisville, KY 40210 (502) 585-1100As filed for 2012
In effect since
December 1, 1981
Year by year, 2009 to 2012
Plan year
Participants
Net assets
Recordkeeper
2012
0
$0
Fidelity
2011
571
$5.8 million
Fidelity
2010
611
$14.0 million
Fidelity
2009
774
$14.5 million
Fidelity
If you had money in one of these plans
Call Empower (empower.com), which runs the Brown-Forman Corporation Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((502) 585-1100). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.
What these numbers are
They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.