401(k) · DOL Form 5500 · 2023

Bacardi U.S.a., Inc. 401(k) Plan

Data updated 2026-08-11

$267M
Total assets: 1,144
Participants: 96th
Percentile by assets: $233,762
Avg per participant

Official DOL plan name: Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan · Sponsored by Bacardi U.S.a., Inc. · Florida · Manufacturing

$267M in assets, 1,144 participants

Bacardi U.S.a., Inc.'s Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan reported $267M in total assets and 1,144 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

96th percentile by assets (of 127,072 plans)
#17,473 in Manufacturing (18,722 peers)

Where Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan sits by assets

Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan sits in the top 5% of all filed plans by assets, $267M for 1,144 participants (~$233,762/participant), up 19.9% in 2023.

$267M
total plan assets (2023 EOY): 1,144
covered participants: 96th
percentile by assets (of 127,072 plans): $233,762
avg assets per participant

Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan reported net income rose from -$34M in the plan year 2022 filing to $44M in the plan year 2023 filing.
Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan end-of-year assets rose from $223M in the plan year 2022 filing to $267M in the plan year 2023 filing.
Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan reported participants rose from 1,034 in the plan year 2022 filing to 1,144 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Florida

Industry

Manufacturing

Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan vs the 2023 asset distribution

By assets, Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$223M
Net Assets (End of Year)	$267M
Net Income	$44M
Employer EIN	131507147
Plan Effective Date	2005-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Bacardi U.S.a., Inc.)

Total plan assets by year, all Bacardi U.S.a., Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	1,100	$305M
2023	2	1,204	$353M
2024	2	1,149	$370M

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants

L3harris Retirement Savings Plan $15.4B · 40,665
Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
Adp Totalsource Retirement Savings Plan $8.0B · 308,867
Trinet 401(k) Plan $7.0B · 157,945
Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674

Compare Bacardi U.S.a., Inc. & Affiliates 401(k)… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan by total assets, not by location.

Equinor US Holdings Inc. 401(k) Retirement Plan (CT) $267M · 608
Station Casinos LLC & Affiliates 401(k) Retirement Plan (NV) $267M · 7,222
Epiq 401(k) Retirement Plan (GA) $268M · 6,371
Halma Holdings Inc. Profit Sharing/Savings Retirement Plan (NJ) $268M · 2,778

Frequently Asked Questions

How did Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan assets move in 2023? ▼

Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan grew sharply - up 19.9% during 2023, from $223M to $267M. Reported net income was $44M.

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. & Affiliates 401(k) Savings and DC Retirement Plan rank by assets among Form 5500 filers? ▼

Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Equinor US Holdings Inc. 401(k) Retirement Plan in CT ($267M, 608 participants).

Next read for Bacardi U.S.a., Inc. & Affiliates 401(k)…

Scale reading

Ways to act on Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan's numbers.

By total assets, Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Florida. Compare plans
Bacardi U.S.a., Inc.'s sponsor-wide assets have grown 21.4% 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 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 131507147.