Find an old Brown-Forman 401(k)

Who to contact about an account in each of the 6 Brown-Forman plans, from the filings. Free, no sign-up, no Social Security number.

Brown-Forman Corporation Savings Plan

Brown-Forman Corporation · Plan 006 · EIN 61-0143150 · Louisville, KY

Active · plan year 2024 filing401(k)
Plan administratorBrown-Forman Corporation
850 Dixie Highway, Louisville, KY 40210
Form 5500 ↗
Recordkeeper (who holds the accounts)Empower Annuity Insurance Company OSchedule C ↗
Former employees with balances553 separated participants still had money in the planForm 5500 ↗

Brown-Forman Corporation Savings Plan for Collectively Bargained Employee

Brown-Forman Corporation · Plan 016 · EIN 61-0143150 · Louisville, KY

Active · plan year 2024 filing401(k)
Plan administratorBrown-Forman Corporation
850 Dixie Highway, Louisville, KY 40210
Form 5500 ↗
Recordkeeper (who holds the accounts)Empower Annuity Insurance Company OSchedule C ↗
Former employees with balances56 separated participants still had money in the planForm 5500 ↗

Brown-Forman Corporation Salaried Employees Retirement Plan

Brown-Forman Corporation · Plan 002 · EIN 61-0143150 · Louisville, KY

Active · plan year 2024 filingPension (defined benefit)
Plan administratorEmployee Benefits Committee
850 Dixie Highway, Louisville, KY 40210-1080
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances538 separated participants still had money in the planForm 5500 ↗

Brown-Forman Corporation Hourly Employees Retirement Plan

Brown-Forman Corporation · Plan 009 · EIN 61-0143150 · Louisville, KY

Active · plan year 2024 filingPension (defined benefit)
Plan administratorEmployee Benefits Committee
850 Dixie Highway, Louisville, KY 40210-1080
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances76 separated participants still had money in the planForm 5500 ↗

Brown-Forman Corporation Retirement Plan

Brown-Forman Corporation · Plan 001 · EIN 61-0143150 · Louisville, KY

Active · plan year 2024 filingPension (defined benefit)
Plan administratorEmployee Benefits Committee
850 Dixie Highway, Louisville, KY 40210-1080
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances25 separated participants still had money in the planForm 5500 ↗

Brown-Forman Corporation Pension Plan for Hourly Employees

Brown-Forman Corporation · Plan 003 · EIN 61-0143150 · Louisville, KY

Active · plan year 2024 filingPension (defined benefit)
Plan administratorEmployee Benefits Committee
850 Dixie Highway, Louisville, KY 40210-1080
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances34 separated participants still had money in the planForm 5500 ↗

Brown-Forman 401(k) match, vesting and fees →

Found it? Your options

Leave itOften allowed if your balance is over $7,000. You keep the plan's investments and fees.
Move it to your new job's planIf the new plan accepts roll-ins. Ask the new plan's recordkeeper.
Roll it into an IRAMore investment choices, and you control it. A direct rollover avoids withholding and penalties.
Cash outUsually taxed, plus a 10% penalty if you are under 59½.

General information, not financial or tax advice. Rules depend on your plan and situation.

How to track down the account

  1. Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
  2. If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
  3. Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.

Common questions

How do I find my old Brown-Forman 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Brown-Forman Corporation, (502) 585-1100. The accounts are held by the recordkeeper, Empower Annuity Insurance Company O. Have your Social Security number and dates of employment ready.

What is the Brown-Forman 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (502) 585-1100.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Brown-Forman and does not hold accounts. Not financial advice. Report a correction