401(k) · DOL Form 5500 · 2022

Bacardi U.S.a., Inc. 401(k) Plan

Data updated 2026-08-25

$223M
Total assets Near avg plan size
1,034
Participants Near avg headcount
96th
Percentile by assets National rank
$215,636
Avg per participant Above avg balance/head
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Official DOL plan name: Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan · Sponsored by Bacardi U.S.a., Inc. · Florida · Manufacturing

$223M in assets, 1,034 participants

Bacardi U.S.a., Inc.'s Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan reported $223M in total assets and 1,034 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #19,276 in Manufacturing (20,602 peers)

Where Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan sits by assets

Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan sits in the top 5% of all filed plans by assets, $223M for 1,034 participants (~$215,636/participant), down 13.3% in 2022.

#19,276
in Manufacturing (20,602 peers)
-13.3%
assets change YoY
2.2×
vs typical plan assets (national mean)

The plan reported a net loss of $34M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan's outsized position by total assets

Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$222,967,974 Top 4% higher than 96% of 139,123 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 2022

Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan lands in the large band (1,034 participants).

Form 5500 schedule snapshot

Filing strip 131507147 · Bacardi U.S.a., Inc. PY 2022 · 401(k)

Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan · $223M · 1,034 · 96th

  • BOY $223M
  • BOY 1,034
  • BOY 96th
  • BOY 401(k)
  • BOY near Ameris Bancorp 401(k) Profit Sharing Plan
  • BOY ind #19276

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 Florida →

Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan in the asset neighbourhood

Nmb (USA) Inc. Retirement Savings Plus PlanNmb (USA) Inc. Retirement Sa…$223MCarrix, Inc. 401(k) Plan for Non-Union EmployeesCarrix, Inc. 401(k) Plan for…$223MAmeris Bancorp 401(k) Profit Sharing PlanAmeris Bancorp 401(k) Profit…$223MBacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement PlanBacardi U.S.a., Inc. & Affil…$223MSimmons First National Corporation 401(k) PlanSimmons First National Corpo…$223M
End-of-year total assets ($M) among Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$257M
Net Assets (End of Year)$223M
Net Income-$34M
Employer EIN131507147
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bacardi U.S.a., Inc.)

Sponsor-wide plan assets over time

All Bacardi U.S.a., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$370M 21.402227961083366% vs 2022
2024 filing year
$280M$300M$320M$340M$360M$380M 202220232024 $305M $370M ▲ +21.4%
Year Plans Participants Total Assets
2022 2 1,100 $305M
2023 2 1,204 $353M
2024 2 1,149 $370M

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan, Total assets ($B): 0.222967974 · Participants: 1034Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan side-by-side with 3 peers →

Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Ameris Bancorp 401(k) Profit Sharing Plan in GA ($223M); by covered participants it is Texas Disposal Systems, Inc. 401(k) Profit Sharing Plan in TX (1,034 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($223M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,034 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan assets move in 2022? ▼
Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan pulled back noticeably - down 13.3% during 2022, from $257M to $223M. Reported net income was -$34M.
How have Bacardi U.S.a., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bacardi U.S.a., Inc.'s sponsor-wide assets grew 21.4%, from $305M to $370M.
Where does Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan rank by assets among Form 5500 filers? ▼
Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ameris Bancorp 401(k) Profit Sharing Plan in GA ($223M, 2,867 participants).
Which 401(k) plans cover a similar participant headcount to Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Texas Disposal Systems, Inc. 401(k) Profit Sharing Plan in TX (1,034 participants, $32M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 131507147.

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.