401(k) · DOL Form 5500 · 2023
Bacardi U.S.a., Inc. 401(k) Plan
Data updated 2026-08-25
- $267M
- Total assets Near avg plan size
- 1,144
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $233,762
- Avg per participant Above avg balance/head
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.
- #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.
- #17,473
- in Manufacturing (18,722 peers)
- +19.9%
- assets growth YoY
- 2.7×
- vs typical plan assets (national mean)
Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan's outsized position by total assets
Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$267,423,454 Top 4% higher than 96% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan lands in the large band (1,144 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 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.
Form 5500 schedule snapshot
Filing strip 131507147 · Bacardi U.S.a., Inc. PY 2023 · 401(k)
Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan · $267M · 1,144 · 96th
- PCT $267M
- EIN 1,144
- RANK 96th
- PHOTO 401(k)
- IND near Equinor US Holdings Inc. 401(k) Retirement Plan
- EOY ind #17473
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 Florida →
Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Bacardi U.S.a., Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $370M 21.402227961083366% vs 2022
- 2024 filing year
| 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.
- 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
Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Equinor US Holdings Inc. 401(k) Retirement Plan in CT ($267M); by covered participants it is Aspca 401(k) Retirement Plan in NY (1,144 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($267M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,144 participants); asset peers above are excluded.
- Aspca 401(k) Retirement Plan (NY) 1,144 · 0 off
- Generations LLC 401(k) Profit Sharing Plan & Trust (OR) 1,144 · 0 off
- Ieee, Inc. Savings and Investment Plan (NJ) 1,144 · 0 off
- Fencing Supply Group 401(k) Plan (GA) 1,144 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.