Defined Benefit (Pension) · DOL Form 5500 · 2023

Bacardi Bottling Corporation Pension Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
61
Participants Small participant base
79th
Percentile by assets National rank
$490,536
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan for Employees of Bacardi Bottling Corporation · Sponsored by Bacardi Bottling Corporation · Florida · Manufacturing

$30M in assets, 61 participants

Bacardi Bottling Corporation's Retirement Plan for Employees of Bacardi Bottling Corporation reported $30M in total assets and 61 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #13,299 in Manufacturing (18,722 peers)

Where Retirement Plan for Employees of Bacardi Bottling Corporation sits by assets

Retirement Plan for Employees of Bacardi Bottling Corporation sits in the top quartile of all filed plans by assets, $30M for 61 participants (~$490,536/participant), up 0.6% in 2023.

#13,299
in Manufacturing (18,722 peers)
+0.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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

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

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

$29,922,672 Top 21% higher than 79% 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 Bottling 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 Bottling Corporation is a small filing (61 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 Bottling Corporation reported net income rose from -$13M in the plan year 2022 filing to $226K in the plan year 2023 filing.
  • Retirement Plan for Employees of Bacardi Bottling Corporation reported participants fell from 69 in the plan year 2022 filing to 61 in the plan year 2023 filing.
  • Retirement Plan for Employees of Bacardi Bottling Corporation end-of-year assets rose from $30M in the plan year 2022 filing to $30M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 591295645 · Bacardi Bottling Corporation PY 2023 · Defined Benefit (Pension)

Retirement Plan for Employees of Bacardi Bottling Corporation · $30M · 61 · 79th

  • BOY $30M
  • BOY 61
  • BOY 79th
  • BOY Defined Benefit (Pension)
  • BOY near Employees' Pension Plan of Rgc Resources, Inc.
  • BOY ind #13299

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 →

Retirement Plan for Employees of Bacardi Bottling Corporation in the asset neighbourhood

Primeway Federal Credit Union Employees' Defined Benefit PlanPrimeway Federal Credit Unio…$30MTwin Cities & Vicinity Conference Board Pension TrustTwin Cities & Vicinity Confe…$30MEmployees' Pension Plan of Rgc Resources, Inc.Employees' Pension Plan of R…$30MRetirement Plan for Employees of Bacardi Bottling CorporationRetirement Plan for Employee…$30MMutual Benefit Insurance Company Retirement PlanMutual Benefit Insurance Com…$30M
End-of-year total assets ($M) among Retirement Plan for Employees of Bacardi Bottling 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)$30M
Net Assets (End of Year)$30M
Net Income$226K
Employer EIN591295645
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bacardi Bottling Corporation)

Sponsor-wide plan assets over time

All Bacardi Bottling Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$28M 6.488055774406018% vs 2022
2024 filing year
$27M$28M$29M$30M$31M 202220232024 $29.7M $27.8M ▼ -6.5%
Year Plans Participants Total Assets
2022 1 69 $30M
2023 1 61 $30M
2024 1 58 $28M

Nearby Defined Benefit (Pension) Plans in Florida

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

Retirement Plan for Employees of Bacardi Bottling Corporation vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246810 Total assets ($B) Participants Retirement Plan for Employees of Bacardi Bottling Corporation, Total assets ($B): 0.029922672 · Participants: 61Retirement Plan for Employees of Bacardi Bottling CorporationL3harris 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
Retirement Plan for Employees of Bacardi Bottling Corporation vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Retirement Plan for Employees of Bacardi Bottling Corporation side-by-side with 3 peers →

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

Outside Florida, the nearest Defined Benefit (Pension) by assets is Employees' Pension Plan of Rgc Resources, Inc. in VA ($30M); by covered participants it is National Automatic Sprinkler Industry Fund Office Employees Pension Plan in MD (61 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (61 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 Bottling Corporation assets move in 2023? ▼
Retirement Plan for Employees of Bacardi Bottling Corporation held essentially flat - up 0.6% during 2023, from $30M to $30M. Reported net income was $226K.
How have Bacardi Bottling Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bacardi Bottling Corporation's sponsor-wide assets declined 6.5%, from $30M to $28M.
Where does Retirement Plan for Employees of Bacardi Bottling Corporation rank by assets among Form 5500 filers? ▼
Retirement Plan for Employees of Bacardi Bottling Corporation ranks in the 79th 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 Bottling Corporation? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Employees' Pension Plan of Rgc Resources, Inc. in VA ($30M, 63 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of Bacardi Bottling Corporation? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is National Automatic Sprinkler Industry Fund Office Employees Pension Plan in MD (61 participants, $32M 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 591295645.

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.