Defined Benefit (Pension) · DOL Form 5500 · 2024
Bacardi Corporation Pension Plan
Data updated 2026-08-25
- $51M
- Total assets Below avg plan size
- 63
- Participants Small participant base
- 84th
- Percentile by assets National rank
- $801,675
- Avg per participant High balance/head
Official DOL plan name: Retirement Plan for Employees of Bacardi Corporation · Sponsored by Bacardi Corporation · Puerto Rico · Manufacturing
$51M in assets, 63 participants
Bacardi Corporation's Retirement Plan for Employees of Bacardi Corporation reported $51M in total assets and 63 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.
- #13,794 in Manufacturing (17,777 peers)
Where Retirement Plan for Employees of Bacardi Corporation sits by assets
Retirement Plan for Employees of Bacardi Corporation sits in the top quartile of all filed plans by assets, $51M for 63 participants (~$801,675/participant), down 6.5% in 2024.
- #13,794
- in Manufacturing (17,777 peers)
- -6.5%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M 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 Corporation's outsized position by total assets
Retirement Plan for Employees of Bacardi Corporation vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$50,505,504 Top 16% higher than 84% 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
Retirement Plan for Employees of Bacardi 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 Corporation is a small filing (63 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 Corporation reported net income fell from $797K in the plan year 2023 filing to -$4M in the plan year 2024 filing.
- Retirement Plan for Employees of Bacardi Corporation reported participants fell from 73 in the plan year 2023 filing to 63 in the plan year 2024 filing.
- Retirement Plan for Employees of Bacardi Corporation end-of-year assets fell from $54M in the plan year 2023 filing to $51M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 660175247 · Bacardi Corporation PY 2024 · Defined Benefit (Pension)
Retirement Plan for Employees of Bacardi Corporation · $51M · 63 · 84th
- EIN $51M
- RANK 63
- PHOTO 84th
- IND Defined Benefit (Pension)
- EOY near Beiersdorf, Inc. Cash Balance Retirement Plan
- 5500 ind #13794
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 Puerto Rico →
Retirement Plan for Employees of Bacardi Corporation in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $54M |
|---|---|
| Net Assets (End of Year) | $50M |
| Net Income | -$4M |
| Employer EIN | 660175247 |
| Plan Effective Date | 1963-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bacardi Corporation)
Sponsor-wide plan assets over time
All Bacardi Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $74M 5.110139680770921% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 178 | $71M |
| 2023 | 2 | 185 | $74M |
| 2024 | 2 | 203 | $74M |
Nearby Defined Benefit (Pension) Plans in Puerto Rico
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees $797M · 1,468
- Banco Popular De Puerto Rico Retirement Plan $607M · 1,845
- Abbvie Puerto Rico Pension Plan $472M · 1,070
- Msd Puerto Rico Pension Plan $414M · 490
- The Retirement Plan for Lilly Affiliate Employees in Puerto Rico $335M · 1,175
Retirement Plan for Employees of Bacardi Corporation's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Puerto Rico, the nearest Defined Benefit (Pension) by assets is Beiersdorf, Inc. Cash Balance Retirement Plan in CT ($51M); by covered participants it is Gray Television, Inc. Retirement Plan for Certain Bargaining Class Employees in GA (63 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($51M here).
Similar participant headcount
Nearest other-state filings by covered participants (63 participants); asset peers above are excluded.
- Gray Television, Inc. Retirement Plan for Certain Bargaining Class Employees (GA) 63 · 0 off
- Erie and Niagara Insurance Association Cash Balance Retirement Plan (NY) 63 · 0 off
- The Reliable Automatic Sprinkler Co Inc Retirement Income Plan (SC) 63 · 0 off
- Wilentz, Goldman, & Spitzer, P.a. Pension Plan (NJ) 63 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.