Defined Benefit (Pension) · DOL Form 5500 · 2022

Bacardi Corporation Pension Plan

Data updated 2026-08-11

$53M
Total assets
77
Participants
88th
Percentile by assets
$690,341
Avg per participant
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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.

  • 88th percentile by assets (of 139,126 plans)
  • #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.

$53M
total plan assets (2022 EOY)
77
covered participants
88th
percentile by assets (of 139,126 plans)
$690,341
avg assets per participant

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.

Where Retirement Plan for Employees of Bacardi Corporation sits 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 $2,010,000,000 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

State
Puerto Rico
Industry
Manufacturing

Retirement Plan for Employees of Bacardi Corporation vs the 2022 asset distribution

By assets, Retirement Plan for Employees of Bacardi Corporation outranks 88% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).

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)

$70M$72M$74M$76M 202220232024 $70.8M $74.4M ▲ +5.1%
Total plan assets by year, all Bacardi Corporation plans on file
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 ($M) Participants Retirement Plan for …, Total assets ($M): 53.156271 · Participants: 77Retirement Plan for …Puerto Rico Telephon…, Total assets ($M): 857.564471 · Participants: 1841Puerto Rico Telephon…Banco Popular De Pue…, Total assets ($M): 592.325263 · Participants: 2057Banco Popular De Pue…Msd Puerto Rico Pens…, Total assets ($M): 389.527088 · Participants: 510Msd Puerto Rico Pens…The Retirement Plan …, Total assets ($M): 323.80921 · Participants: 1067The Retirement Plan …Components Pension P…, Total assets ($M): 180.354302 · Participants: 130Components Pension P…
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… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Retirement Plan for Employees of Bacardi Corporation by total assets, not by location.

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).

Next read for Retirement Plan for Employees of Bacardi…

Scale reading

Ways to act on Retirement Plan for Employees of Bacardi Corporation's numbers.

  • By total assets, Retirement Plan for Employees of Bacardi Corporation ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Puerto Rico. Compare plans
  • Bacardi Corporation's sponsor-wide assets have grown 5.1% since 2022 across 3 plan years on file. More Manufacturing plans

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.