Defined Benefit (Pension) · DOL Form 5500 · 2024

Bacardi Bottling Corporation Pension Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
58
Participants Small participant base
76th
Percentile by assets National rank
$479,531
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

$28M in assets, 58 participants

Bacardi Bottling Corporation's Retirement Plan for Employees of Bacardi Bottling Corporation reported $28M in total assets and 58 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #11,937 in Manufacturing (17,777 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, $28M for 58 participants (~$479,531/participant), down 7.1% in 2024.

#11,937
in Manufacturing (17,777 peers)
-7.1%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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 2024 · DOL Form 5500

$27,812,819 Top 24% higher than 76% 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

Retirement Plan for Employees of Bacardi Bottling Corporation among smaller filed plans by headcount

Plan-year 2024 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 (58 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Retirement Plan for Employees of Bacardi Bottling Corporation reported net income fell from $226K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Retirement Plan for Employees of Bacardi Bottling Corporation end-of-year assets fell from $30M in the plan year 2023 filing to $28M in the plan year 2024 filing.
  • Retirement Plan for Employees of Bacardi Bottling Corporation reported participants fell from 61 in the plan year 2023 filing to 58 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 591295645 · Bacardi Bottling Corporation PY 2024 · Defined Benefit (Pension)

Retirement Plan for Employees of Bacardi Bottling Corporation · $28M · 58 · 76th

  • EBSA $28M
  • PART 58
  • TYPE 76th
  • NET Defined Benefit (Pension)
  • BOOK near Medical Group of Beverly Hills Defined Benefit Pension Plan
  • VS-ST ind #11937

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

Retirement Plan of the Plumbers & Steamfitters Local No 489Retirement Plan of the Plumb…$28MTucson Federal Credit Union Defined Benefit Plan and TrustTucson Federal Credit Union …$28MGlasgow, Inc. Pension Plan$28MRetirement Plan for Employees of Bacardi Bottling CorporationRetirement Plan for Employee…$28MMedical Group of Beverly Hills Defined Benefit Pension PlanMedical Group of Beverly Hil…$28M
End-of-year total assets ($M) among Retirement Plan for Employees of Bacardi Bottling Corporation and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$28M
Net Income-$2M
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. -500005000100001500020000 -202468 Total assets ($B) Participants Retirement Plan for Employees of Bacardi Bottling Corporation, Total assets ($B): 0.027812819 · Participants: 58Retirement Plan for Employees of Bacardi Bottling CorporationL3harris 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
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 Medical Group of Beverly Hills Defined Benefit Pension Plan in CA ($28M); by covered participants it is Jack Rubin & Sons, Inc. Defined Benefit Pension Plan in CA (58 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (58 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 Retirement Plan for Employees of Bacardi Bottling Corporation assets move in 2024? ▼
Retirement Plan for Employees of Bacardi Bottling Corporation pulled back noticeably - down 7.1% during 2024, from $30M to $28M. Reported net income was -$2M.
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 76th 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 Retirement Plan for Employees of Bacardi Bottling Corporation? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Medical Group of Beverly Hills Defined Benefit Pension Plan in CA ($28M, 188 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 Jack Rubin & Sons, Inc. Defined Benefit Pension Plan in CA (58 participants, $5M 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 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.