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

Reviewed by PlainRetire Editorial, Retirement Plans Editorial Team · June 16, 2026

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Bacardi U.S.a., Inc. · Florida · Manufacturing

What the 2023 filing shows

Bacardi U.S.a., Inc. Pension Plan holds $80M for 54 participants — about $1.5M per participant, down 6.1% over the 2024 plan year.

$80M
total plan assets (2024 EOY): 54
covered participants: $1.5M
avg assets per participant: -6.1%
assets change YoY

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.

Total Assets (2023)

$80M

Participants

State

Florida

Industry

Manufacturing

What the Filing Says About Bacardi U.S.a., Inc. Pension Plan

Bacardi U.S.a., Inc. Pension Plan is a Defined Benefit (Pension) retirement plan sponsored by Bacardi U.S.a., Inc., headquartered in Florida. As of the 2024 Form 5500 filing, the plan reports $80M in total end-of-year assets and covers 54 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 131507147, and the plan has been effective since 1952-03-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $85M at the beginning of 2024 to $80M at year-end — a decline of 6.1%. Net assets (after liabilities) closed the year at $80M, with reported net income of $-5,178,939 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	$85M
Total Assets (End of Year)	$80M
Net Assets (End of Year)	$80M
Net Income	$-5,178,939
Plan Type	Defined Benefit (Pension)
Employer EIN	131507147
Plan Effective Date	1952-03-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Bacardi U.S.a., Inc.)

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.

L3harris Technologies Consolidated Pension Plan $7.7B · 4,676
Nextera Energy, Inc. Employee Pension Plan $5.1B · 13,121
Csx Pension Plan $2.4B · 2,446
The Dun & Bradstreet Corporation Retirement Account $1.1B · 625
Shands Healthcare Pension Plan II $999M · 2,422

Compare Bacardi U.S.a., Inc. Pension Plan side-by-side with 3 peers →

Related Data

Guides

Frequently Asked Questions

How much money is in the Bacardi U.S.a., Inc. Pension Plan? ▼

As of the 2024 Form 5500 filing, Bacardi U.S.a., Inc. Pension Plan holds $80M in total assets with 54 participants. It is sponsored by Bacardi U.S.a., Inc..

What type of plan is Bacardi U.S.a., Inc. Pension Plan? ▼

Bacardi U.S.a., Inc. Pension Plan is a Defined Benefit (Pension) plan. It has been effective since 1952-03-01. The plan is filed with the U.S. Department of Labor under EIN 131507147.

Who sponsors the Bacardi U.S.a., Inc. Pension Plan? ▼

Bacardi U.S.a., Inc. Pension Plan is sponsored by Bacardi U.S.a., Inc., located in Florida. The sponsor's EIN is 131507147 and the plan operates in the Manufacturing industry.

How did Bacardi U.S.a., Inc. Pension Plan perform in 2024? ▼

Bacardi U.S.a., Inc. Pension Plan declined by 6.1% during 2024, moving from $85M to $80M in total assets. Net income was $-5,178,939.

Where can I find official filings for Bacardi U.S.a., Inc. Pension Plan? ▼

Official Form 5500 filings for Bacardi U.S.a., Inc. Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 131507147 or plan name at efast.dol.gov.

How does Bacardi U.S.a., Inc. Pension Plan compare to other plans? ▼

You can compare Bacardi U.S.a., Inc. Pension Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in Florida on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.