Profit Sharing · DOL Form 5500 · 2024

Bacardi Corporation Profit Sharing Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
140
Participants Small participant base
74th
Percentile by assets National rank
$170,656
Avg per participant Above avg balance/head
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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.

  • #11,342 in Manufacturing (17,777 peers)

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.

#11,342
in Manufacturing (17,777 peers)
+17.4%
assets growth YoY

Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004's outsized position by total assets

Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004 vs every filed plan by assets

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

$23,891,867 Top 26% higher than 74% 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 Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004 among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004 sits mid-pack in the medium band (140 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

EBSA filing schedule strip

Filing strip 660175247 · Bacardi Corporation PY 2024 · Profit Sharing

Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004 · $24M · 140 · 74th

  • TYPE $24M
  • TYPE 140
  • TYPE 74th
  • TYPE Profit Sharing
  • TYPE near St. Mary's & Clearwater Valley Hospitals and Clinics 403(b) Plan
  • TYPE ind #11342

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 →

Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004 in the asset neighbourhood

Center for the Collaborative Classroom 403(b) DC PlanCenter for the Collaborative…$24MSt. Mary's & Clearwater Valley Hospitals and Clinics 403(b) PlanSt. Mary's & Clearwater Vall…$24MBacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004Bacardi Corp. Defined Contri…$24MMidwest Irrigation Company Profit Sharing PlanMidwest Irrigation Company P…$24MVeenker Resources, Inc. Profit Sharing PlanVeenker Resources, Inc. Prof…$24M
End-of-year total assets ($M) among Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004 and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Bacardi Corporation years around the 2024 move

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
$70M$72M$74M$76M 202220232024 $70.8M $74.4M ▲ +5.1%
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 EIN660175247
Plan Effective Date2006-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004, Total assets ($M): 23.891867 · Participants: 140Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004Popular, Inc. Pr Savings and Investment Plan, Total assets ($M): 818.605332 · Participants: 8332Popular, Inc. Pr Savings and Investment PlanThe Retirement and Savings Plan for Amgen Manufacturing Limited LLC, Total assets ($M): 779.532675 · Participants: 2608The Retirement and Savings Plan for Amgen Manufacturing Limited LLCAbbvie Puerto Rico Savings Plan, Total assets ($M): 560.135241 · Participants: 1349Abbvie Puerto Rico Savings PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 519.253084 · Participants: 1140The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 228.453278 · Participants: 758Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan
Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004 vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004 side-by-side with 3 peers →

Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is St. Mary's & Clearwater Valley Hospitals and Clinics 403(b) Plan in ID ($24M); by covered participants it is Brown Chevrolet Company, Inc. Employees Profit Sharing Plan in TX (140 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (140 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 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).
Which Profit Sharing plans cover a similar participant headcount to Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Brown Chevrolet Company, Inc. Employees Profit Sharing Plan in TX (140 participants, $5M 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 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.