Defined Benefit (Pension) · DOL Form 5500 · 2022

Bacardi Corporation Pension Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
77
Participants Small participant base
88th
Percentile by assets National rank
$690,341
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan for Employees of Bacardi Corporation · Sponsored by Bacardi Corporation · Puerto Rico · Manufacturing

$53M in assets, 77 participants

Bacardi Corporation's Retirement Plan for Employees of Bacardi Corporation reported $53M in total assets and 77 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #17,090 in Manufacturing (20,602 peers)

Where Retirement Plan for Employees of Bacardi Corporation sits by assets

Retirement Plan for Employees of Bacardi Corporation sits in the top quartile of all filed plans by assets, $53M for 77 participants (~$690,341/participant), down 27.8% in 2022.

#17,090
in Manufacturing (20,602 peers)
-27.8%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $20M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan for Employees of Bacardi Corporation's outsized position by total assets

Retirement Plan for Employees of Bacardi Corporation vs every filed plan by assets

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

$53,156,271 Top 12% higher than 88% 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

Retirement Plan for Employees of Bacardi Corporation among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Employees of Bacardi Corporation is a small filing (77 participants) on this national headcount ladder.

DOL schedule card

Filing strip 660175247 · Bacardi Corporation PY 2022 · Defined Benefit (Pension)

Retirement Plan for Employees of Bacardi Corporation · $53M · 77 · 88th

  • EOY $53M
  • 5500 77
  • ASSETS 88th
  • PCT Defined Benefit (Pension)
  • EIN near Haynes and Boone, LLP Partners' Cash Balance Plan
  • RANK ind #17090

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 Puerto Rico →

Retirement Plan for Employees of Bacardi Corporation in the asset neighbourhood

U.F.C.W. District Union Local Two & Employers Pension FundU.F.C.W. District Union Loca…$53MHaynes and Boone, LLP Partners' Cash Balance PlanHaynes and Boone, LLP Partne…$53MRetirement Plan for Employees of Bacardi CorporationRetirement Plan for Employee…$53MThe Defined Benefit Pension Plan of the Children's Institute of PittsburghThe Defined Benefit Pension …$53MAlixpartners, LLP Cash Balance PlanAlixpartners, LLP Cash Balan…$53M
End-of-year total assets ($M) among Retirement Plan for Employees of Bacardi Corporation and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$74M
Net Assets (End of Year)$53M
Net Income-$20M
Employer EIN660175247
Plan Effective Date1963-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bacardi Corporation)

Sponsor-wide plan assets over time

All Bacardi Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$74M 5.110139680770921% vs 2022
2024 filing year
$70M$72M$74M$76M 202220232024 $70.8M $74.4M ▲ +5.1%
Year Plans Participants Total Assets
2022 2 178 $71M
2023 2 185 $74M
2024 2 203 $74M

Nearby Defined Benefit (Pension) Plans in Puerto Rico

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

Retirement Plan for Employees of Bacardi Corporation vs. nearby Defined Benefit (Pension) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 02004006008001000 Total assets ($M) Participants Retirement Plan for Employees of Bacardi Corporation, Total assets ($M): 53.156271 · Participants: 77Retirement Plan for Employees of Bacardi CorporationPuerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees, Total assets ($M): 857.564471 · Participants: 1841Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly EmployeesBanco Popular De Puerto Rico Retirement Plan, Total assets ($M): 592.325263 · Participants: 2057Banco Popular De Puerto Rico Retirement PlanMsd Puerto Rico Pension Plan, Total assets ($M): 389.527088 · Participants: 510Msd Puerto Rico Pension PlanThe Retirement Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 323.80921 · Participants: 1067The Retirement Plan for Lilly Affiliate Employees in Puerto RicoComponents Pension Plan for Puerto Rico, Total assets ($M): 180.354302 · Participants: 130Components Pension Plan for Puerto Rico
Retirement Plan for Employees of Bacardi Corporation vs. nearby Defined Benefit (Pension) plans in Puerto Rico, assets vs. participants
Compare Retirement Plan for Employees of Bacardi Corporation side-by-side with 3 peers →

Retirement Plan for Employees of Bacardi Corporation's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Puerto Rico, the nearest Defined Benefit (Pension) by assets is Haynes and Boone, LLP Partners' Cash Balance Plan in TX ($53M); by covered participants it is Meridian Industries Hourly Union Retirement Plan in WI (77 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (77 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 Retirement Plan for Employees of Bacardi Corporation assets move in 2022? ▼
Retirement Plan for Employees of Bacardi Corporation declined sharply - down 27.8% during 2022, from $74M to $53M. Reported net income was -$20M.
How have Bacardi Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bacardi Corporation's sponsor-wide assets grew 5.1%, from $71M to $74M.
Where does Retirement Plan for Employees of Bacardi Corporation rank by assets among Form 5500 filers? ▼
Retirement Plan for Employees of Bacardi Corporation ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of Bacardi Corporation? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Haynes and Boone, LLP Partners' Cash Balance Plan in TX ($53M, 168 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of Bacardi Corporation? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Meridian Industries Hourly Union Retirement Plan in WI (77 participants, $4M 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 660175247.

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.