Profit Sharing · DOL Form 5500 · 2023

Bacardi Corporation Profit Sharing Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
112
Participants Small participant base
73rd
Percentile by assets National rank
$181,705
Avg per participant Above avg balance/head
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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.

  • #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.

#11,791
in Manufacturing (18,722 peers)
+15.5%
assets growth YoY

Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004's outsized position by total assets

Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004 vs every filed plan by assets

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

$20,350,933 Top 27% higher than 73% 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 Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004 among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004 sits mid-pack in the medium band (112 participants).

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 →

EBSA filing schedule strip

Filing strip 660175247 · Bacardi Corporation PY 2023 · Profit Sharing

Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004 · $20M · 112 · 73rd

  • EOY $20M
  • 5500 112
  • ASSETS 73rd
  • PCT Profit Sharing
  • EIN near Star's Edge, Inc. Profit Sharing Plan
  • RANK ind #11791

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 →

Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004 in the asset neighbourhood

Mental Health Systems, Inc. Retirement PlanMental Health Systems, Inc. …$20MI.a.T.S.E. Local No. 6 Profit Sharing PlanI.a.T.S.E. Local No. 6 Profi…$20MStar's Edge, Inc. Profit Sharing PlanStar's Edge, Inc. Profit Sha…$20MBacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004Bacardi Corp. Defined Contri…$20MCenter for the Collaborative Classroom 403(b) DC PlanCenter for the Collaborative…$20M
End-of-year total assets ($M) among Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004 and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Bacardi Corporation years around the 2023 move

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

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 Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004, Total assets ($M): 20.350933 · Participants: 112Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004The Retirement and Savings Plan for Amgen Manufacturing Limited LLC, Total assets ($M): 719.343985 · Participants: 2713The Retirement and Savings Plan for Amgen Manufacturing Limited LLCPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 700.721578 · Participants: 8134Popular, Inc. Pr Savings and Investment PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 441.870695 · Participants: 1114The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 195.772357 · Participants: 751Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation PlanThe Oriental Bank Coda Profit Sharing Plan, Total assets ($M): 134.602051 · Participants: 2096The Oriental Bank Coda Profit Sharing Plan
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 Administrative Employees Plan as of October 1st, 2004 side-by-side with 3 peers →

Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Star's Edge, Inc. Profit Sharing Plan in FL ($20M); by covered participants it is Cold Spring Construction Company Employees' Profit Sharing Plan and Trust in NY (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 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 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).
Which Profit Sharing plans cover a similar participant headcount to Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Cold Spring Construction Company Employees' Profit Sharing Plan and Trust in NY (112 participants, $36M 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.