Defined Benefit (Pension) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$80M
Total assets Below avg plan size
54
Participants Small participant base
89th
Percentile by assets National rank
$1.5M
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

$80M in assets, 54 participants

Bacardi U.S.a., Inc.'s Bacardi U.S.a., Inc. Pension Plan reported $80M in total assets and 54 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #14,831 in Manufacturing (17,777 peers)

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

Bacardi U.S.a., Inc. Pension Plan sits in the top quartile of all filed plans by assets, $80M for 54 participants (~$1.5M/participant), down 6.1% in 2024.

#14,831
in Manufacturing (17,777 peers)
-6.1%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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 2024 · DOL Form 5500

$80,233,433 Top 11% higher than 89% of 123,620 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 2024

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

Plan-year 2024 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 (54 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bacardi U.S.a., Inc. Pension Plan reported net income fell from $4M in the plan year 2023 filing to -$5M in the plan year 2024 filing.
  • Bacardi U.S.a., Inc. Pension Plan reported participants fell from 60 in the plan year 2023 filing to 54 in the plan year 2024 filing.
  • Bacardi U.S.a., Inc. Pension Plan end-of-year assets fell from $85M in the plan year 2023 filing to $80M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 131507147 · Bacardi U.S.a., Inc. PY 2024 · Defined Benefit (Pension)

Bacardi U.S.a., Inc. Pension Plan · $80M · 54 · 89th

  • SCH $80M
  • SCH 54
  • SCH 89th
  • SCH Defined Benefit (Pension)
  • SCH near IBEW Local 684 Pension Trust
  • SCH ind #14831

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

The Bank of Tokyo-Mitsubishi Ufj, Ltd. Cash Balance Pension PlanThe Bank of Tokyo-Mitsubishi…$80MBacardi U.S.a., Inc. Pension PlanBacardi U.S.a., Inc. Pension…$80MIBEW Local 684 Pension Trust$80MEecu Employees Pension Plan$80MBoston Symphony Orchestra Pension InstitutionBoston Symphony Orchestra Pe…$80M
End-of-year total assets ($M) among Bacardi U.S.a., Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$85M
Net Assets (End of Year)$80M
Net Income-$5M
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. -500005000100001500020000 -202468 Total assets ($B) Participants Bacardi U.S.a., Inc. Pension Plan, Total assets ($B): 0.080233433 · Participants: 54Bacardi U.S.a., Inc. Pension PlanL3harris Technologies Consolidated Pension Plan, Total assets ($B): 7.598643443 · Participants: 4996L3harris Technologies Consolidated Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 5.345055504 · Participants: 14419Nextera Energy, Inc. Employee Pension PlanRetirement Accumulation Plan for Partners of Pwc, Total assets ($B): 2.667043153 · Participants: 3950Retirement Accumulation Plan for Partners of PwcCsx Pension Plan, Total assets ($B): 2.291461429 · Participants: 2293Csx Pension PlanRetirement Benefit Accumulation Plan for Employees of Pwc, Total assets ($B): 1.933306082 · Participants: 5001Retirement 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 IBEW Local 684 Pension Trust in CA ($80M); by covered participants it is Credit Union West Retirement Pension Plan in AZ (54 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (54 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Bacardi U.S.a., Inc. Pension Plan pulled back noticeably - down 6.1% during 2024, from $85M to $80M. Reported net income was -$5M.
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 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile 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 IBEW Local 684 Pension Trust in CA ($80M, 426 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 Credit Union West Retirement Pension Plan in AZ (54 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.