Current Snapshot
Latest Year
2024
2024 Participants
4,756
2024 Assets
$269,356,992
2024 Contributions
$44,250,824
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 3 | 4,756 | $269,356,992 | $44,250,824 | $9,304iApproximate average salary by contribution assumption: employee only about $232,605 at 4% or $155,070 at 6%; with 50% employer match about $155,070 at 4% or $103,380 at 6%; with 100% employer match about $116,303 at 4% or $77,535 at 6%. |
| Sazerac Company Inc. 401(K) Plan | - | 3,214 | $166,599,798 | $31,952,518 | $9,942iApproximate average salary by contribution assumption: employee only about $248,542 at 4% or $165,694 at 6%; with 50% employer match about $165,694 at 4% or $110,463 at 6%; with 100% employer match about $124,271 at 4% or $82,847 at 6%. |
| Sazerac Company Inc. 401(K) Plan for Union Employees | - | 1,456 | $102,757,194 | $12,298,306 | $8,447iApproximate average salary by contribution assumption: employee only about $211,166 at 4% or $140,777 at 6%; with 50% employer match about $140,777 at 4% or $93,852 at 6%; with 100% employer match about $105,583 at 4% or $70,389 at 6%. |
| Sazerac Company | - | 4,756 | - | - | - |
| 2023 | 3 | 4,511 | $219,626,189 | $41,368,802 | $9,171iApproximate average salary by contribution assumption: employee only about $229,266 at 4% or $152,844 at 6%; with 50% employer match about $152,844 at 4% or $101,896 at 6%; with 100% employer match about $114,633 at 4% or $76,422 at 6%. |
| Sazerac Company Inc. 401(K) Plan | - | 3,151 | $132,507,268 | $30,110,162 | $9,556iApproximate average salary by contribution assumption: employee only about $238,894 at 4% or $159,262 at 6%; with 50% employer match about $159,262 at 4% or $106,175 at 6%; with 100% employer match about $119,447 at 4% or $79,631 at 6%. |
| Sazerac Company Inc. 401(K) Plan for Union Employees | - | 1,480 | $87,118,921 | $11,258,640 | $7,607iApproximate average salary by contribution assumption: employee only about $190,180 at 4% or $126,786 at 6%; with 50% employer match about $126,786 at 4% or $84,524 at 6%; with 100% employer match about $95,090 at 4% or $63,393 at 6%. |
| Sazerac Company | - | 4,511 | - | - | - |
| 2022 | 3 | 3,862 | $165,167,786 | $31,692,724 | $8,206iApproximate average salary by contribution assumption: employee only about $205,157 at 4% or $136,772 at 6%; with 50% employer match about $136,772 at 4% or $91,181 at 6%; with 100% employer match about $102,579 at 4% or $68,386 at 6%. |
| Sazerac Company Inc. 401(K) Plan | - | 2,292 | $95,528,496 | $21,118,238 | $9,214iApproximate average salary by contribution assumption: employee only about $230,347 at 4% or $153,565 at 6%; with 50% employer match about $153,565 at 4% or $102,377 at 6%; with 100% employer match about $115,174 at 4% or $76,782 at 6%. |
| Sazerac Company Inc. 401(K) Plan for Union Employees | - | 1,445 | $69,639,290 | $10,574,486 | $7,318iApproximate average salary by contribution assumption: employee only about $182,950 at 4% or $121,966 at 6%; with 50% employer match about $121,966 at 4% or $81,311 at 6%; with 100% employer match about $91,475 at 4% or $60,983 at 6%. |
| Sazerac Company | - | 3,862 | - | - | - |
| 2021 | 3 | 3,188 | $182,713,255 | $26,544,166 | $8,326iApproximate average salary by contribution assumption: employee only about $208,157 at 4% or $138,771 at 6%; with 50% employer match about $138,771 at 4% or $92,514 at 6%; with 100% employer match about $104,078 at 4% or $69,386 at 6%. |
| Sazerac Company Inc. 401(K) Plan | - | 1,485 | $105,802,591 | $16,405,810 | $11,048iApproximate average salary by contribution assumption: employee only about $276,192 at 4% or $184,128 at 6%; with 50% employer match about $184,128 at 4% or $122,752 at 6%; with 100% employer match about $138,096 at 4% or $92,064 at 6%. |
| Sazerac Company Inc. 401(K) Plan for Union Employees | - | 1,308 | $76,910,664 | $10,138,356 | $7,751iApproximate average salary by contribution assumption: employee only about $193,776 at 4% or $129,184 at 6%; with 50% employer match about $129,184 at 4% or $86,123 at 6%; with 100% employer match about $96,888 at 4% or $64,592 at 6%. |
| Sazerac Company | - | 3,188 | - | - | - |
| 2020 | 3 | 3,028 | $154,113,327 | $22,252,918 | $7,349iApproximate average salary by contribution assumption: employee only about $183,726 at 4% or $122,484 at 6%; with 50% employer match about $122,484 at 4% or $81,656 at 6%; with 100% employer match about $91,863 at 4% or $61,242 at 6%. |
| Sazerac Company Inc. 401(K) Plan | - | 1,268 | $89,448,116 | $13,152,663 | $10,373iApproximate average salary by contribution assumption: employee only about $259,319 at 4% or $172,879 at 6%; with 50% employer match about $172,879 at 4% or $115,253 at 6%; with 100% employer match about $129,660 at 4% or $86,440 at 6%. |
| Sazerac Company Inc. 401(K) Plan for Union Employees | - | 1,212 | $64,665,211 | $9,100,255 | $7,508iApproximate average salary by contribution assumption: employee only about $187,712 at 4% or $125,141 at 6%; with 50% employer match about $125,141 at 4% or $83,427 at 6%; with 100% employer match about $93,856 at 4% or $62,571 at 6%. |
| Sazerac Company | - | 3,028 | - | - | - |
| 2019 | 3 | 2,019 | $135,236,355 | $17,375,867 | $8,606iApproximate average salary by contribution assumption: employee only about $215,154 at 4% or $143,436 at 6%; with 50% employer match about $143,436 at 4% or $95,624 at 6%; with 100% employer match about $107,577 at 4% or $71,718 at 6%. |
| Sazerac Company Inc. 401(K) Plan | - | 919 | $71,330,089 | $9,950,623 | $10,828iApproximate average salary by contribution assumption: employee only about $270,692 at 4% or $180,461 at 6%; with 50% employer match about $180,461 at 4% or $120,307 at 6%; with 100% employer match about $135,346 at 4% or $90,231 at 6%. |
| Sazerac Company Inc. 401(K) Plan for Union Employees | - | 1,011 | $63,906,266 | $7,425,244 | $7,344iApproximate average salary by contribution assumption: employee only about $183,611 at 4% or $122,408 at 6%; with 50% employer match about $122,408 at 4% or $81,605 at 6%; with 100% employer match about $91,806 at 4% or $61,204 at 6%. |
| Sazerac Company | - | 2,019 | - | - | - |
| 2018 | 3 | 2,001 | $105,198,814 | $15,163,687 | $7,578iApproximate average salary by contribution assumption: employee only about $189,451 at 4% or $126,301 at 6%; with 50% employer match about $126,301 at 4% or $84,201 at 6%; with 100% employer match about $94,726 at 4% or $63,150 at 6%. |
| Sazerac Company Inc. 401(K) Plan | - | 785 | $54,479,922 | $8,431,281 | $10,740iApproximate average salary by contribution assumption: employee only about $268,512 at 4% or $179,008 at 6%; with 50% employer match about $179,008 at 4% or $119,339 at 6%; with 100% employer match about $134,256 at 4% or $89,504 at 6%. |
| Sazerac Company Inc. 401(K) Plan for Union Employees | - | 958 | $50,718,892 | $6,732,406 | $7,028iApproximate average salary by contribution assumption: employee only about $175,689 at 4% or $117,126 at 6%; with 50% employer match about $117,126 at 4% or $78,084 at 6%; with 100% employer match about $87,845 at 4% or $58,563 at 6%. |
| Sazerac Company | - | 2,001 | - | - | - |
| 2017 | 3 | 1,496 | $106,418,363 | $13,810,499 | $9,232iApproximate average salary by contribution assumption: employee only about $230,790 at 4% or $153,860 at 6%; with 50% employer match about $153,860 at 4% or $102,574 at 6%; with 100% employer match about $115,395 at 4% or $76,930 at 6%. |
| Sazerac Company Inc. 401(K) Plan | - | 686 | $54,076,408 | $7,895,862 | $11,510iApproximate average salary by contribution assumption: employee only about $287,750 at 4% or $191,833 at 6%; with 50% employer match about $191,833 at 4% or $127,889 at 6%; with 100% employer match about $143,875 at 4% or $95,917 at 6%. |
| Sazerac Company Inc. 401(K) Plan for Union Employees | - | 942 | $52,341,955 | $5,914,637 | $6,279iApproximate average salary by contribution assumption: employee only about $156,970 at 4% or $104,647 at 6%; with 50% employer match about $104,647 at 4% or $69,765 at 6%; with 100% employer match about $78,485 at 4% or $52,323 at 6%. |
| Sazerac Company | - | 1,496 | - | - | - |
| 2016 | 3 | 1,280 | $85,730,763 | $12,622,098 | $9,861iApproximate average salary by contribution assumption: employee only about $246,525 at 4% or $164,350 at 6%; with 50% employer match about $164,350 at 4% or $109,567 at 6%; with 100% employer match about $123,263 at 4% or $82,175 at 6%. |
| Sazerac Company Inc. 401(K) Plan for Union Employees | - | 953 | $43,407,109 | $5,614,847 | $5,892iApproximate average salary by contribution assumption: employee only about $147,294 at 4% or $98,196 at 6%; with 50% employer match about $98,196 at 4% or $65,464 at 6%; with 100% employer match about $73,647 at 4% or $49,098 at 6%. |
| Sazerac Company Inc. 401(K) Plan | - | 626 | $42,323,654 | $7,007,251 | $11,194iApproximate average salary by contribution assumption: employee only about $279,842 at 4% or $186,562 at 6%; with 50% employer match about $186,562 at 4% or $124,374 at 6%; with 100% employer match about $139,921 at 4% or $93,281 at 6%. |
| Sazerac Company | - | 1,280 | - | - | - |
| 2015 | 3 | 1,354 | $73,685,636 | $10,853,046 | $8,016iApproximate average salary by contribution assumption: employee only about $200,389 at 4% or $133,592 at 6%; with 50% employer match about $133,592 at 4% or $89,062 at 6%; with 100% employer match about $100,194 at 4% or $66,796 at 6%. |
| Sazerac Company Inc. 401(K) Plan for Union Employees | - | 991 | $37,859,909 | $5,278,585 | $5,327iApproximate average salary by contribution assumption: employee only about $133,163 at 4% or $88,775 at 6%; with 50% employer match about $88,775 at 4% or $59,184 at 6%; with 100% employer match about $66,582 at 4% or $44,388 at 6%. |
| Sazerac Company Inc. 401(K) Plan | - | 719 | $35,825,727 | $5,574,461 | $7,753iApproximate average salary by contribution assumption: employee only about $193,827 at 4% or $129,218 at 6%; with 50% employer match about $129,218 at 4% or $86,145 at 6%; with 100% employer match about $96,913 at 4% or $64,609 at 6%. |
| Sazerac Company | - | 1,354 | - | - | - |
| 2014 | 3 | 1,152 | $70,049,899 | $14,166,176 | $12,297iApproximate average salary by contribution assumption: employee only about $307,426 at 4% or $204,950 at 6%; with 50% employer match about $204,950 at 4% or $136,634 at 6%; with 100% employer match about $153,713 at 4% or $102,475 at 6%. |
| Sazerac Company Inc. 401(K) Plan for Union Employees | - | 1,024 | $36,456,065 | $5,022,356 | $4,905iApproximate average salary by contribution assumption: employee only about $122,616 at 4% or $81,744 at 6%; with 50% employer match about $81,744 at 4% or $54,496 at 6%; with 100% employer match about $61,308 at 4% or $40,872 at 6%. |
| Sazerac Company Inc. 401(K) Plan | - | 572 | $33,593,834 | $9,143,820 | $15,986iApproximate average salary by contribution assumption: employee only about $399,642 at 4% or $266,428 at 6%; with 50% employer match about $266,428 at 4% or $177,619 at 6%; with 100% employer match about $199,821 at 4% or $133,214 at 6%. |
| Sazerac Company | - | 1,152 | - | - | - |
| 2013 | 3 | 1,199 | $57,004,851 | $7,306,413 | $6,094iApproximate average salary by contribution assumption: employee only about $152,344 at 4% or $101,563 at 6%; with 50% employer match about $101,563 at 4% or $67,708 at 6%; with 100% employer match about $76,172 at 4% or $50,781 at 6%. |
| Sazerac Company Inc. 401(K) Plan for Union Employees | - | 807 | $31,679,703 | $3,581,873 | $4,439iApproximate average salary by contribution assumption: employee only about $110,963 at 4% or $73,975 at 6%; with 50% employer match about $73,975 at 4% or $49,317 at 6%; with 100% employer match about $55,481 at 4% or $36,988 at 6%. |
| Sazerac Company Inc. 401(K) Plan | - | 422 | $25,325,148 | $3,724,540 | $8,826iApproximate average salary by contribution assumption: employee only about $220,648 at 4% or $147,099 at 6%; with 50% employer match about $147,099 at 4% or $98,066 at 6%; with 100% employer match about $110,324 at 4% or $73,549 at 6%. |
| Sazerac Company | - | 1,199 | - | - | - |
| 2012 | 3 | 1,151 | $46,002,679 | $6,113,238 | $5,311iApproximate average salary by contribution assumption: employee only about $132,781 at 4% or $88,521 at 6%; with 50% employer match about $88,521 at 4% or $59,014 at 6%; with 100% employer match about $66,391 at 4% or $44,260 at 6%. |
| Sazerac Company Inc. 401(K) Plan for Union Employees | - | 628 | $26,804,677 | $2,754,078 | $4,385iApproximate average salary by contribution assumption: employee only about $109,637 at 4% or $73,091 at 6%; with 50% employer match about $73,091 at 4% or $48,727 at 6%; with 100% employer match about $54,818 at 4% or $36,546 at 6%. |
| Sazerac Company Inc. 401(K) Plan | - | 363 | $19,198,002 | $3,359,160 | $9,254iApproximate average salary by contribution assumption: employee only about $231,347 at 4% or $154,231 at 6%; with 50% employer match about $154,231 at 4% or $102,821 at 6%; with 100% employer match about $115,674 at 4% or $77,116 at 6%. |
| Sazerac Company | - | 1,151 | - | - | - |
| 2011 | 3 | 1,100 | $39,927,538 | $3,356,539 | $3,051iApproximate average salary by contribution assumption: employee only about $76,285 at 4% or $50,857 at 6%; with 50% employer match about $50,857 at 4% or $33,904 at 6%; with 100% employer match about $38,142 at 4% or $25,428 at 6%. |
| Sazerac Company Inc. 401(K) Plan for Union Employees | - | 571 | $24,263,168 | $623,190 | $1,091iApproximate average salary by contribution assumption: employee only about $27,285 at 4% or $18,190 at 6%; with 50% employer match about $18,190 at 4% or $12,127 at 6%; with 100% employer match about $13,643 at 4% or $9,095 at 6%. |
| Sazerac Company Inc. 401(K) Plan | - | 310 | $15,664,370 | $2,733,349 | $8,817iApproximate average salary by contribution assumption: employee only about $220,431 at 4% or $146,954 at 6%; with 50% employer match about $146,954 at 4% or $97,969 at 6%; with 100% employer match about $110,216 at 4% or $73,477 at 6%. |
| Sazerac Company | - | 1,100 | - | - | - |
| 2010 | 2 | 1,225 | $13,183,514 | $2,871,341 | $2,344iApproximate average salary by contribution assumption: employee only about $58,599 at 4% or $39,066 at 6%; with 50% employer match about $39,066 at 4% or $26,044 at 6%; with 100% employer match about $29,299 at 4% or $19,533 at 6%. |
| Sazerac Company Inc. 401(K) Plan | - | 321 | $13,183,514 | $2,871,341 | $8,945iApproximate average salary by contribution assumption: employee only about $223,625 at 4% or $149,083 at 6%; with 50% employer match about $149,083 at 4% or $99,389 at 6%; with 100% employer match about $111,812 at 4% or $74,542 at 6%. |
| Sazerac Company | - | 1,225 | - | - | - |
| 2009 | 2 | 1,099 | $9,409,774 | $4,367,670 | $3,974iApproximate average salary by contribution assumption: employee only about $99,356 at 4% or $66,237 at 6%; with 50% employer match about $66,237 at 4% or $44,158 at 6%; with 100% employer match about $49,678 at 4% or $33,119 at 6%. |
| Sazerac Company Inc. 401(K) Plan for Union Employees | - | 278 | $9,409,774 | $4,367,670 | $15,711iApproximate average salary by contribution assumption: employee only about $392,776 at 4% or $261,851 at 6%; with 50% employer match about $261,851 at 4% or $174,567 at 6%; with 100% employer match about $196,388 at 4% or $130,925 at 6%. |
| Sazerac Company | - | 1,099 | - | - | - |
| 2008 | 2 | 136 | $4,104,964 | $2,435,286 | $17,907iApproximate average salary by contribution assumption: employee only about $447,663 at 4% or $298,442 at 6%; with 50% employer match about $298,442 at 4% or $198,961 at 6%; with 100% employer match about $223,831 at 4% or $149,221 at 6%. |
| Sazerac Company Inc. 401(K) Plan for Union Employees | - | 136 | $4,104,964 | $2,432,307 | $17,885iApproximate average salary by contribution assumption: employee only about $447,115 at 4% or $298,077 at 6%; with 50% employer match about $298,077 at 4% or $198,718 at 6%; with 100% employer match about $223,558 at 4% or $149,038 at 6%. |
| Sazerac Company Inc. 401(K) Plan | - | 0 | - | $2,979 | - |
| 2007 | 1 | 6 | $0 | $0 | - |
| Sazerac Company Inc. 401(K) Plan | - | 6 | - | - | - |
| 2006 | 1 | 9 | $30,097 | $13,692 | $1,521iApproximate average salary by contribution assumption: employee only about $38,033 at 4% or $25,356 at 6%; with 50% employer match about $25,356 at 4% or $16,904 at 6%; with 100% employer match about $19,017 at 4% or $12,678 at 6%. |
| Sazerac Company Inc. 401(K) Plan | - | 9 | $30,097 | $13,692 | $1,521iApproximate average salary by contribution assumption: employee only about $38,033 at 4% or $25,356 at 6%; with 50% employer match about $25,356 at 4% or $16,904 at 6%; with 100% employer match about $19,017 at 4% or $12,678 at 6%. |
| 2005 | 1 | 9 | $13,565 | $14,557 | $1,617iApproximate average salary by contribution assumption: employee only about $40,436 at 4% or $26,957 at 6%; with 50% employer match about $26,957 at 4% or $17,972 at 6%; with 100% employer match about $20,218 at 4% or $13,479 at 6%. |
| Sazerac Company Inc. 401(K) Plan | - | 9 | $13,565 | $14,557 | $1,617iApproximate average salary by contribution assumption: employee only about $40,436 at 4% or $26,957 at 6%; with 50% employer match about $26,957 at 4% or $17,972 at 6%; with 100% employer match about $20,218 at 4% or $13,479 at 6%. |