Defined Benefit (Pension) · DOL Form 5500 · 2022

Bacardi U.S.a., Inc. Pension Plan

Data updated 2026-08-25

$82M
Total assets Below avg plan size
66
Participants Small participant base
92nd
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Bacardi U.S.a., Inc. Pension Plan · Sponsored by Bacardi U.S.a., Inc. · Florida · Manufacturing

$82M in assets, 66 participants

Bacardi U.S.a., Inc.'s Bacardi U.S.a., Inc. Pension Plan reported $82M in total assets and 66 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #17,985 in Manufacturing (20,602 peers)

Where Bacardi U.S.a., Inc. Pension Plan sits by assets

Bacardi U.S.a., Inc. Pension Plan sits in the top 10% of all filed plans by assets, $82M for 66 participants (~$1.2M/participant), down 26.8% in 2022.

#17,985
in Manufacturing (20,602 peers)
-26.8%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $30M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bacardi U.S.a., Inc. Pension Plan's outsized position by total assets

Bacardi U.S.a., Inc. Pension Plan vs every filed plan by assets

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

$81,972,900 Top 8% higher than 92% 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. Pension Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bacardi U.S.a., Inc. Pension Plan is a small filing (66 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 131507147 · Bacardi U.S.a., Inc. PY 2022 · Defined Benefit (Pension)

Bacardi U.S.a., Inc. Pension Plan · $82M · 66 · 92nd

  • ASSETS $82M
  • PCT 66
  • EIN 92nd
  • RANK Defined Benefit (Pension)
  • PHOTO near Pearson Inc. Pension Plan
  • IND ind #17985

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. Pension Plan in the asset neighbourhood

I B E W Local 673 Pension PlanI B E W Local 673 Pension Pl…$82MPension Plan for Ees of the Member Co-Ops of Chs IncPension Plan for Ees of the …$82MPearson Inc. Pension Plan$82MBacardi U.S.a., Inc. Pension PlanBacardi U.S.a., Inc. Pension…$82MI.B.E.W. Local Union No. 90 Pension FundI.B.E.W. Local Union No. 90 …$82M
End-of-year total assets ($M) among Bacardi U.S.a., Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$112M
Net Assets (End of Year)$82M
Net Income-$30M
Employer EIN131507147
Plan Effective Date1952-03-01
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 Defined Benefit (Pension) Plans in Florida

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Bacardi U.S.a., Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -202468 Total assets ($B) Participants Bacardi U.S.a., Inc. Pension Plan, Total assets ($B): 0.0819729 · Participants: 66Bacardi U.S.a., Inc. Pension PlanL3harris Aviation Products Pension Plan, Total assets ($B): 6.623750939 · Participants: 10L3harris Aviation Products Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 4.827563863 · Participants: 13210Nextera Energy, Inc. Employee Pension PlanCsx Pension Plan, Total assets ($B): 2.20978 · Participants: 2728Csx Pension PlanRetirement Benefit Accumulation Plan for Employees of Pwc LLP, Total assets ($B): 1.852268551 · Participants: 5861Retirement Benefit Accumulation Plan for Employees of Pwc LLPPricewaterhousecoopers LLP Retirement Accumulation Plan for Partners, Total assets ($B): 1.789426694 · Participants: 3819Pricewaterhousecoopers LLP Retirement Accumulation Plan for Partners
Bacardi U.S.a., Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Bacardi U.S.a., Inc. Pension Plan side-by-side with 3 peers →

Bacardi U.S.a., Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Pearson Inc. Pension Plan in NJ ($82M); by covered participants it is Lakeland Financial Corporation Employees' Pension Plan in IN (66 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($82M here).

Similar participant headcount

Nearest other-state filings by covered participants (66 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. Pension Plan assets move in 2022? ▼
Bacardi U.S.a., Inc. Pension Plan declined sharply - down 26.8% during 2022, from $112M to $82M. Reported net income was -$30M.
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. Pension Plan rank by assets among Form 5500 filers? ▼
Bacardi U.S.a., Inc. Pension Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Bacardi U.S.a., Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pearson Inc. Pension Plan in NJ ($82M, 432 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Bacardi U.S.a., Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Lakeland Financial Corporation Employees' Pension Plan in IN (66 participants, $2M 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.