Defined Benefit (Pension) · DOL Form 5500 · 2023

Bacardi U.S.a., Inc. Pension Plan

Data updated 2026-08-25

$85M
Total assets Below avg plan size
60
Participants Small participant base
90th
Percentile by assets National rank
$1.4M
Avg per participant High balance/head
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Official DOL plan name: Bacardi U.S.a., Inc. Pension Plan · Sponsored by Bacardi U.S.a., Inc. · Florida · Manufacturing

$85M in assets, 60 participants

Bacardi U.S.a., Inc.'s Bacardi U.S.a., Inc. Pension Plan reported $85M in total assets and 60 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #15,982 in Manufacturing (18,722 peers)

Where Bacardi U.S.a., Inc. Pension Plan sits by assets

Bacardi U.S.a., Inc. Pension Plan sits in the top 10% of all filed plans by assets, $85M for 60 participants (~$1.4M/participant), up 4.2% in 2023.

#15,982
in Manufacturing (18,722 peers)
+4.2%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Bacardi U.S.a., Inc. Pension Plan's outsized position by total assets

Bacardi U.S.a., Inc. Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$85,414,632 Top 10% higher than 90% of 127,068 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 2023

Bacardi U.S.a., Inc. Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bacardi U.S.a., Inc. Pension Plan is a small filing (60 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bacardi U.S.a., Inc. Pension Plan reported net income rose from -$30M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Bacardi U.S.a., Inc. Pension Plan reported participants fell from 66 in the plan year 2022 filing to 60 in the plan year 2023 filing.
  • Bacardi U.S.a., Inc. Pension Plan end-of-year assets rose from $82M in the plan year 2022 filing to $85M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 131507147 · Bacardi U.S.a., Inc. PY 2023 · Defined Benefit (Pension)

Bacardi U.S.a., Inc. Pension Plan · $85M · 60 · 90th

  • TYPE $85M
  • NET 60
  • BOOK 90th
  • VS-ST Defined Benefit (Pension)
  • BOY near Maritz Holdings Inc. Retirement Plan
  • SCH ind #15982

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. Pension Plan in the asset neighbourhood

Eastern Connecticut Health Network, Inc. Pension PlanEastern Connecticut Health N…$86MSunkist Retirement Plan - a$86MSappi North America, Inc. Retirement Plan for Salaried EmployeesSappi North America, Inc. Re…$85MBacardi U.S.a., Inc. Pension PlanBacardi U.S.a., Inc. Pension…$85MMaritz Holdings Inc. Retirement PlanMaritz Holdings Inc. Retirem…$85M
End-of-year total assets ($M) among Bacardi U.S.a., Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$82M
Net Assets (End of Year)$85M
Net Income$4M
Employer EIN131507147
Plan Effective Date1952-03-01
Filing StatusFILING 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
$280M$300M$320M$340M$360M$380M 202220232024 $305M $370M ▲ +21.4%
Year Plans Participants Total Assets
2022 2 1,100 $305M
2023 2 1,204 $353M
2024 2 1,149 $370M

Nearby Defined Benefit (Pension) Plans in Florida

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Bacardi U.S.a., Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246810 Total assets ($B) Participants Bacardi U.S.a., Inc. Pension Plan, Total assets ($B): 0.085414632 · Participants: 60Bacardi U.S.a., Inc. Pension PlanL3harris Technologies Consolidated Pension Plan, Total assets ($B): 7.749240033 · Participants: 4676L3harris Technologies Consolidated Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 5.124263985 · Participants: 13121Nextera Energy, Inc. Employee Pension PlanCsx Pension Plan, Total assets ($B): 2.367781795 · Participants: 2446Csx Pension PlanRetirement Accumulation Plan for Partners of Pwc, Total assets ($B): 2.24071421 · Participants: 3967Retirement Accumulation Plan for Partners of PwcRetirement Benefit Accumulation Plan for Employees of Pwc, Total assets ($B): 1.916753026 · Participants: 5514Retirement Benefit Accumulation Plan for Employees of Pwc
Bacardi U.S.a., Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Bacardi U.S.a., Inc. Pension Plan side-by-side with 3 peers →

Bacardi U.S.a., Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Maritz Holdings Inc. Retirement Plan in MO ($85M); by covered participants it is Riverspring Licensed Home Care Services Agency, Inc. Pension Plan in NY (60 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (60 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bacardi U.S.a., Inc. Pension Plan assets move in 2023? ▼
Bacardi U.S.a., Inc. Pension Plan edged up modestly - up 4.2% during 2023, from $82M to $85M. Reported net income was $4M.
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. Pension Plan rank by assets among Form 5500 filers? ▼
Bacardi U.S.a., Inc. Pension Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Bacardi U.S.a., Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Maritz Holdings Inc. Retirement Plan in MO ($85M, 449 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Bacardi U.S.a., Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Riverspring Licensed Home Care Services Agency, Inc. Pension Plan in NY (60 participants, N/A in assets).

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.

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.