401(k) · DOL Form 5500 · 2024

Bacardi U.S.a., Inc. 401(k) Plan

Data updated 2026-08-11

$290M
Total assets: 1,095
Participants: 96th
Percentile by assets: $264,814
Avg per participant

Official DOL plan name: Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan · Sponsored by Bacardi U.S.a., Inc. · Florida · Manufacturing

$290M in assets, 1,095 participants

Bacardi U.S.a., Inc.'s Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan reported $290M in total assets and 1,095 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

96th percentile by assets (of 123,622 plans)
#16,579 in Manufacturing (17,777 peers)

Where Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan sits by assets

Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan sits in the top 5% of all filed plans by assets, $290M for 1,095 participants (~$264,814/participant), up 8.4% in 2024.

$290M
total plan assets (2024 EOY): 1,095
covered participants: 96th
percentile by assets (of 123,622 plans): $264,814
avg assets per participant

Where Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan sits by total assets

Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$289,971,582 Top 4% higher than 96% of 123,620 filed plans

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. & Affiliates 401(k) Savings and DC Retirement Plan reported net income fell from $44M in the plan year 2023 filing to $23M in the plan year 2024 filing.
Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan end-of-year assets rose from $267M in the plan year 2023 filing to $290M in the plan year 2024 filing.
Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan reported participants fell from 1,144 in the plan year 2023 filing to 1,095 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Florida

Industry

Manufacturing

Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan vs the 2024 asset distribution

By assets, Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan outranks 96% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.9x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$267M
Net Assets (End of Year)	$290M
Net Income	$23M
Employer EIN	131507147
Plan Effective Date	2005-01-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Bacardi U.S.a., Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	1,100	$305M
2023	2	1,204	$353M
2024	2	1,149	$370M

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants

L3harris Retirement Savings Plan $16.3B · 40,330
Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
Adp Totalsource Retirement Savings Plan $9.2B · 310,261
Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678

Compare Bacardi U.S.a., Inc. & Affiliates 401(k)… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan by total assets, not by location.

Commvault Systems, Inc. 401(k) Plan (NJ) $290M · 1,201
Morgan US Employees' 401(k) Plan (NC) $290M · 2,317
B. Riley Financial, Inc. 401(k) Profit Sharing Plan (CA) $290M · 1,307
Winco Foods 401(k) Plan (ID) $290M · 19,177

Frequently Asked Questions

How did Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan assets move in 2024? ▼

Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan grew at a solid clip - up 8.4% during 2024, from $267M to $290M. Reported net income was $23M.

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. & Affiliates 401(k) Savings and DC Retirement Plan rank by assets among Form 5500 filers? ▼

Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Commvault Systems, Inc. 401(k) Plan in NJ ($290M, 1,201 participants).

Next read for Bacardi U.S.a., Inc. & Affiliates 401(k)…

Scale reading

Ways to act on Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan's numbers.

By total assets, Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Florida. Compare plans
Bacardi U.S.a., Inc.'s sponsor-wide assets have grown 21.4% 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 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 131507147.