Profit Sharing · DOL Form 5500 · 2022

Bacardi Corporation Profit Sharing Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
101
Participants Small participant base
75th
Percentile by assets National rank
$174,496
Avg per participant Above avg balance/head
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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.

  • #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.

#13,503
in Manufacturing (20,602 peers)
-16.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004's outsized position by total assets

Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004 vs every filed plan by assets

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

$17,624,123 Top 25% higher than 75% 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 Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004 among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004 sits mid-pack in the medium band (101 participants).

DOL schedule card

Filing strip 660175247 · Bacardi Corporation PY 2022 · Profit Sharing

Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004 · $18M · 101 · 75th

  • EBSA $18M
  • PART 101
  • TYPE 75th
  • NET Profit Sharing
  • BOOK near See's Profit Sharing Plan
  • VS-ST ind #13503

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 →

Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004 in the asset neighbourhood

Element Care, Inc. 403(b) PlanElement Care, Inc. 403(b) Pl…$18MSee's Profit Sharing Plan$18MBacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004Bacardi Corp. Defined Contri…$18MWadsworth Brothers Construction Company, Inc. Profit Sharing PlanWadsworth Brothers Construct…$18MIBEW Local Union No 237 Annuity FundIBEW Local Union No 237 Annu…$18M
End-of-year total assets ($M) among Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004 and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

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)

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 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 Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004, Total assets ($M): 17.624123 · Participants: 101Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004The Retirement and Savings Plan for Amgen Manufacturing, Limited, Total assets ($M): 610.714871 · Participants: 2614The Retirement and Savings Plan for Amgen Manufacturing, LimitedPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 560.659802 · Participants: 7773Popular, Inc. Pr Savings and Investment PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 335.866134 · Participants: 1038The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 157.996201 · Participants: 743Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation PlanThe Oriental Bank Coda Profit Sharing Plan, Total assets ($M): 110.491013 · Participants: 2082The Oriental Bank Coda Profit Sharing Plan
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 Administrative Employees Plan as of October 1st, 2004 side-by-side with 3 peers →

Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is See's Profit Sharing Plan in CA ($18M); by covered participants it is Behavioral Health Specialists Retirement Plan in NE (101 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (101 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 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).
Which Profit Sharing plans cover a similar participant headcount to Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Behavioral Health Specialists Retirement Plan in NE (101 participants, $3M 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.