Compass Group Usa, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Compass Group Usa, Inc. (EIN 56-1874931) is a plan sponsor located in Charlotte, NC with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
56-1874931
Location
Charlotte, NC
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Compass Group Usa, Inc.

  • 3 loaded plans hold $2.1B in reported assets.
  • The largest, Compass Group Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 427,003 reported participants.
  • 1 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.1BSummed across loaded plans$2,089,634,662
Total reported assets$2.1B$2,091,248,663
Total reported participants427K427,003
Total reported liabilities$1.6M$1,614,001

Reported net position

Reported assets = net assets + liabilities (summed)$2.1B total assets
Net assets$2.1BLiabilities$1.6M
Contributions & income
Employer contributions$57.2M
Participant contributions$206.8M
Total income / additions$581.5M
Expenses & distributions
Benefits paid / distributions$186.5M
Total expenses$191.4M
Net increase / (decrease)$390.1M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Compass Group Retirement Plan
Participants per plan142,334Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #007 · 248,590 participants · 2023
  2. 2
    Plan #510 · 140,501 participants · 2023
  3. 3
    Plan #513 · 37,912 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Compass Group Usa, Inc.. Open one for its full reported snapshot.

  1. 2023
    Compass Group Usa, Inc. Supplemental Unemployment Benefit Plan37,912 participants · 2No schedules
    View filing →
  2. 2023
    Employee Benefit Plan Of The Compass Group Usa, Inc.140,501 participants · 2No schedules
    View filing →
  3. 2023
    Compass Group Retirement Plan248,590 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Compass Group Usa, Inc. report on Form 5500?
Compass Group Usa, Inc. (EIN 56-1874931) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Compass Group Usa, Inc.?
The Employer Identification Number (EIN) reported for Compass Group Usa, Inc. is 56-1874931.
What is the latest Form 5500 filing year for Compass Group Usa, Inc.?
The latest loaded Form 5500 filing year for Compass Group Usa, Inc. is 2023.

Related Form 5500 pages