Profit Sharing · DOL Form 5500 · 2023

Bacardi Corporation Profit Sharing Plan

Data updated 2026-08-11

$20M
Total assets
112
Participants
73rd
Percentile by assets
$181,705
Avg per participant
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Official DOL plan name: Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004 · Sponsored by Bacardi Corporation · Puerto Rico · Manufacturing

$20M in assets, 112 participants

Bacardi Corporation's Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004 reported $20M in total assets and 112 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • 73rd percentile by assets (of 127,072 plans)
  • #11,791 in Manufacturing (18,722 peers)

2023 asset change

Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004 grew sharply 15.5% in 2023 ($18M → $20M) for 112 participants.

$20M
total plan assets (2023 EOY)
112
covered participants
73rd
percentile by assets (of 127,072 plans)
$181,705
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004 reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004 end-of-year assets rose from $18M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004 reported participants rose from 101 in the plan year 2022 filing to 112 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Puerto Rico
Industry
Manufacturing

2023 asset move for Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004

Year over year, total assets grew sharply from $18M at the start of 2023 to $20M at year-end (up 15.5%). Net assets closed at $20M; reported net income $3M.

Bacardi Corporation years around the 2023 move

$70M$72M$74M$76M 202220232024 $70.8M $74.4M ▲ +5.1%
Total plan assets by year, all Bacardi Corporation plans on file
Year Plans Participants Total Assets
2022 2 178 $71M
2023 2 185 $74M
2024 2 203 $74M

2023 asset-move particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN660175247
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004 vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004 vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Bacardi Corp. Define…The Retirement and S…Popular, Inc. Pr Sav…The Savings Plan for…Hewlett Packard Ente…The Oriental Bank Co…
Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004 vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Bacardi Corp. Defined Contributions Admi… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004 by total assets, not by location.

Frequently Asked Questions

How did Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004 assets move in 2023? ▼
Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004 grew sharply - up 15.5% during 2023, from $18M to $20M. Reported net income was $3M.
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.
Which Profit Sharing plans are similar in size to Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004? ▼
Among Profit Sharing plans in other states, the closest by assets is Star's Edge, Inc. Profit Sharing Plan in FL ($20M, 13 participants).

Next read for Bacardi Corp. Defined Contributions Admi…

2023 change

Ways to act on Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004's numbers.

  • By total assets, Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004 ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar Profit Sharing plans in Puerto Rico. Compare plans
  • Bacardi Corporation's sponsor-wide assets have grown 5.1% 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 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.