401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$290M
Total assets Near avg plan size
1,095
Participants Near avg headcount
96th
Percentile by assets National rank
$264,814
Avg per participant High balance/head
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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.

  • #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.

#16,579
in Manufacturing (17,777 peers)
+8.4%
assets growth YoY
2.9×
vs typical plan assets (national mean)

Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan's outsized position 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

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. & Affiliates 401(k) Savings and DC Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan lands in the large band (1,095 participants).

What changed between DOL Form 5500 filings

plan year 2023 → 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 →

Published 5500 schedule card

Filing strip 131507147 · Bacardi U.S.a., Inc. PY 2024 · 401(k)

Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan · $290M · 1,095 · 96th

  • IND $290M
  • EOY 1,095
  • 5500 96th
  • ASSETS 401(k)
  • PCT near Commvault Systems, Inc. 401(k) Plan
  • EIN ind #16579

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. & Affiliates 401(k) Savings and DC Retirement Plan in the asset neighbourhood

Commvault Systems, Inc. 401(k) PlanCommvault Systems, Inc. 401(…$290MBacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement PlanBacardi U.S.a., Inc. & Affil…$290MMorgan US Employees' 401(k) PlanMorgan US Employees' 401(k) …$290MB. Riley Financial, Inc. 401(k) Profit Sharing PlanB. Riley Financial, Inc. 401…$290MWinco Foods 401(k) Plan$290M
End-of-year total assets ($M) among Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$267M
Net Assets (End of Year)$290M
Net Income$23M
Employer EIN131507147
Plan Effective Date2005-01-01
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 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 Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan, Total assets ($B): 0.289971582 · Participants: 1095Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan side-by-side with 3 peers →

Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Commvault Systems, Inc. 401(k) Plan in NJ ($290M); by covered participants it is Blackline Systems, Inc. 401(k) Profit Sharing Plan in CA (1,095 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($290M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,095 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. & 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).
Which 401(k) plans cover a similar participant headcount to Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Blackline Systems, Inc. 401(k) Profit Sharing Plan in CA (1,095 participants, $184M 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.