Profit Sharing · DOL Form 5500 · 2024

Bacardi Corporation Profit Sharing Plan

Data updated 2026-07-24

$24M
Total assets: 140
Participants: 74th
Percentile by assets: $170,656
Avg per participant

Official DOL plan name: Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004 · Sponsored by Bacardi Corporation · Puerto Rico · Manufacturing

$24M in assets, 140 participants

Bacardi Corporation's Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004 reported $24M in total assets and 140 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

74th percentile by assets (of 116,472 plans)

2024 asset change

Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004 grew sharply 17.4% in 2024 ($20M → $24M) for 140 participants.

$24M
total plan assets (2024 EOY): 140
covered participants: 74th
percentile by assets (of 116,472 plans): $170,656
avg assets per participant

Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004 reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004 reported participants rose from 112 in the plan year 2023 filing to 140 in the plan year 2024 filing.
Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004 end-of-year assets rose from $20M in the plan year 2023 filing to $24M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Puerto Rico

Industry

Manufacturing

2024 asset move for Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004

Year over year, total assets grew sharply from $20M at the start of 2024 to $24M at year-end (up 17.4%). Net assets closed at $24M; reported net income $4M.

Bacardi Corporation years around the 2024 move

Total plan assets by year, all Bacardi Corporation plans on file

Year	Plans	Participants	Total Assets
2022	2	178	$71M
2023	2	185	$74M
2024	2	203	$74M

2024 asset-move particulars

Total Assets (Beginning of Year)	$20M
Net Assets (End of Year)	$24M
Net Income	$4M
Employer EIN	660175247
Plan Effective Date	2006-01-01
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004 vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

Popular, Inc. Pr Savings and Investment Plan $819M · 8,332
The Retirement and Savings Plan for Amgen Manufacturing Limited LLC $780M · 2,608
Abbvie Puerto Rico Savings Plan $560M · 1,349
The Savings Plan for Lilly Affiliate Employees in Puerto Rico $519M · 1,140
Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $228M · 758

Compare Bacardi Corp. Defined Contributions Admi… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004 by total assets, not by location.

St. Mary's & Clearwater Valley Hospitals and Clinics 403(b) Plan (ID) $24M · 420
Midwest Irrigation Company Profit Sharing Plan (IL) $24M · 15
Center for the Collaborative Classroom 403(b) DC Plan (CA) $24M · 121
Veenker Resources, Inc. Profit Sharing Plan (OK) $24M · 11

Frequently Asked Questions

How did Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004 assets move in 2024? ▼

Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004 grew sharply - up 17.4% during 2024, from $20M to $24M. Reported net income was $4M.

How have Bacardi Corporation plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Bacardi Corporation's sponsor-wide assets grew 5.1%, from $71M to $74M.

Which Profit Sharing plans are similar in size to Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004? ▼

Among Profit Sharing plans in other states, the closest by assets is St. Mary's & Clearwater Valley Hospitals and Clinics 403(b) Plan in ID ($24M, 420 participants).

Next read for Bacardi Corp. Defined Contributions Admi…

2024 change

Ways to act on Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004's numbers.

By total assets, Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004 ranks above the median plan by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in Puerto Rico. Compare plans
Bacardi Corporation's sponsor-wide assets have grown 5.1% 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 660175247.

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.