Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement 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. & Affiliates 401(k) Savings and DC Retirement Plan holds $290M for 1,095 participants — about $264,814 per participant, up 8.4% over the 2024 plan year.

$290M
total plan assets (2024 EOY): 1,095
covered participants: $264,814
avg assets per participant: +8.4%
assets growth YoY

Total Assets (2023)

$290M

Participants

1,095

State

Florida

Industry

Manufacturing

What the Filing Says About Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan

Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan is a 401(k) retirement plan sponsored by Bacardi U.S.a., Inc., headquartered in Florida. As of the 2024 Form 5500 filing, the plan reports $290M in total end-of-year assets and covers 1,095 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 2005-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $267M at the beginning of 2024 to $290M at year-end — a gain of 8.4%. Net assets (after liabilities) closed the year at $290M, with reported net income of $23M 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)	$267M
Total Assets (End of Year)	$290M
Net Assets (End of Year)	$290M
Net Income	$23M
Plan Type	401(k)
Employer EIN	131507147
Plan Effective Date	2005-01-01
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

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Related Data

Guides

Frequently Asked Questions

How much money is in the Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan? ▼

As of the 2024 Form 5500 filing, Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan holds $290M in total assets with 1,095 participants. It is sponsored by Bacardi U.S.a., Inc..

What type of plan is Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan? ▼

Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan is a 401(k) plan. It has been effective since 2005-01-01. The plan is filed with the U.S. Department of Labor under EIN 131507147.

Who sponsors the Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan? ▼

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

Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan grew by 8.4% during 2024, moving from $267M to $290M in total assets. Net income was $23M.

Where can I find official filings for Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan? ▼

Official Form 5500 filings for Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement 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. & Affiliates 401(k) Savings and DC Retirement Plan compare to other plans? ▼

You can compare Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan against other 401(k) 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.