Defined Benefit (Pension) · DOL Form 5500 · 2023

Bacardi Corporation Pension Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
73
Participants Small participant base
86th
Percentile by assets National rank
$740,257
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan for Employees of Bacardi Corporation · Sponsored by Bacardi Corporation · Puerto Rico · Manufacturing

$54M in assets, 73 participants

Bacardi Corporation's Retirement Plan for Employees of Bacardi Corporation reported $54M in total assets and 73 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #15,002 in Manufacturing (18,722 peers)

Where Retirement Plan for Employees of Bacardi Corporation sits by assets

Retirement Plan for Employees of Bacardi Corporation sits in the top quartile of all filed plans by assets, $54M for 73 participants (~$740,257/participant), up 1.7% in 2023.

#15,002
in Manufacturing (18,722 peers)
+1.7%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Retirement Plan for Employees of Bacardi Corporation's outsized position by total assets

Retirement Plan for Employees of Bacardi Corporation vs every filed plan by assets

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

$54,038,786 Top 14% higher than 86% 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

Retirement Plan for Employees of Bacardi Corporation among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Employees of Bacardi Corporation is a small filing (73 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan for Employees of Bacardi Corporation reported net income rose from -$20M in the plan year 2022 filing to $797K in the plan year 2023 filing.
  • Retirement Plan for Employees of Bacardi Corporation reported participants fell from 77 in the plan year 2022 filing to 73 in the plan year 2023 filing.
  • Retirement Plan for Employees of Bacardi Corporation end-of-year assets rose from $53M in the plan year 2022 filing to $54M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 660175247 · Bacardi Corporation PY 2023 · Defined Benefit (Pension)

Retirement Plan for Employees of Bacardi Corporation · $54M · 73 · 86th

  • 5500 $54M
  • ASSETS 73
  • PCT 86th
  • EIN Defined Benefit (Pension)
  • RANK near The Chart Pension Plan
  • PHOTO ind #15002

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 →

Retirement Plan for Employees of Bacardi Corporation in the asset neighbourhood

Cambridge Bancorp Employee Retirement PlanCambridge Bancorp Employee R…$54MMajor League Baseball Pension Plan for Non-Uniformed PersonnelMajor League Baseball Pensio…$54MRetirement Plan for Employees of Bacardi CorporationRetirement Plan for Employee…$54MThe Chart Pension Plan$54MEmployees' Retirement Plan of Ellis HospitalEmployees' Retirement Plan o…$54M
End-of-year total assets ($M) among Retirement Plan for Employees of Bacardi Corporation and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$54M
Net Income$797K
Employer EIN660175247
Plan Effective Date1963-02-01
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 Defined Benefit (Pension) Plans in Puerto Rico

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

Retirement Plan for Employees of Bacardi Corporation vs. nearby Defined Benefit (Pension) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 02004006008001000 Total assets ($M) Participants Retirement Plan for Employees of Bacardi Corporation, Total assets ($M): 54.038786 · Participants: 73Retirement Plan for Employees of Bacardi CorporationPuerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees, Total assets ($M): 800.425311 · Participants: 1638Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly EmployeesBanco Popular De Puerto Rico Retirement Plan, Total assets ($M): 632.455069 · Participants: 1952Banco Popular De Puerto Rico Retirement PlanMsd Puerto Rico Pension Plan, Total assets ($M): 416.908543 · Participants: 507Msd Puerto Rico Pension PlanThe Retirement Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 335.326883 · Participants: 1144The Retirement Plan for Lilly Affiliate Employees in Puerto RicoComponents Pension Plan for Puerto Rico, Total assets ($M): 177.084845 · Participants: 93Components Pension Plan for Puerto Rico
Retirement Plan for Employees of Bacardi Corporation vs. nearby Defined Benefit (Pension) plans in Puerto Rico, assets vs. participants
Compare Retirement Plan for Employees of Bacardi Corporation side-by-side with 3 peers →

Retirement Plan for Employees of Bacardi Corporation's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Puerto Rico, the nearest Defined Benefit (Pension) by assets is The Chart Pension Plan in GA ($54M); by covered participants it is Mosaic Combined U.S. Defined Benefit Pension Plan in FL (73 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (73 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 Retirement Plan for Employees of Bacardi Corporation assets move in 2023? ▼
Retirement Plan for Employees of Bacardi Corporation edged up modestly - up 1.7% during 2023, from $53M to $54M. Reported net income was $797K.
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 Retirement Plan for Employees of Bacardi Corporation rank by assets among Form 5500 filers? ▼
Retirement Plan for Employees of Bacardi Corporation ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of Bacardi Corporation? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Chart Pension Plan in GA ($54M, 151 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of Bacardi Corporation? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Mosaic Combined U.S. Defined Benefit Pension Plan in FL (73 participants, $19M 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 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.