Profit Sharing · DOL Form 5500 · 2022

Bacardi Corporation Profit Sharing Plan

Data updated 2026-08-11

$18M
Total assets
101
Participants
75th
Percentile by assets
$174,496
Avg per participant
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Official DOL plan name: Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004 · Sponsored by Bacardi Corporation · Puerto Rico · Manufacturing

$18M in assets, 101 participants

Bacardi Corporation's Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004 reported $18M in total assets and 101 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • 75th percentile by assets (of 139,126 plans)
  • #13,503 in Manufacturing (20,602 peers)

Where Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004 sits by assets

Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004 sits in the top quartile of all filed plans by assets, $18M for 101 participants (~$174,496/participant), down 16.8% in 2022.

$18M
total plan assets (2022 EOY)
101
covered participants
75th
percentile by assets (of 139,126 plans)
$174,496
avg assets per participant

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State
Puerto Rico
Industry
Manufacturing

Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004 vs the 2022 asset distribution

By assets, Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004 outranks 75% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$18M
Net Income-$4M
Employer EIN660175247
Plan Effective Date2006-01-01
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 Profit Sharing Plans in Puerto Rico

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004 vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004 vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Bacardi Corp. Define…The Retirement and S…Popular, Inc. Pr Sav…The Savings Plan for…Hewlett Packard Ente…The Oriental Bank Co…
Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004 vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Bacardi Corp. Defined Contributions Admi… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004 by total assets, not by location.

Frequently Asked Questions

How did Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004 assets move in 2022? ▼
Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004 declined sharply - down 16.8% during 2022, from $21M to $18M. Reported net income was -$4M.
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 Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004 rank by assets among Form 5500 filers? ▼
Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004 ranks in the 75th 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 Profit Sharing plans are similar in size to Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004? ▼
Among Profit Sharing plans in other states, the closest by assets is See's Profit Sharing Plan in CA ($18M, 455 participants).

Next read for Bacardi Corp. Defined Contributions Admi…

Scale reading

Ways to act on Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004's numbers.

  • By total assets, Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004 ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Profit Sharing 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.