2023 Form 5500 filing — Levi Strauss & Co. Pension Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250314170945NAL0022791425003) for Levi Strauss & Co. Pension Plan, reported by Levi Strauss & Co under EIN 94-0905160 and plan number 100. It reports 11,246 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250314170945NAL0022791425003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Levi Strauss & Co
- EIN
- 94-0905160
- Plan number
- 100
- Location
- San Francisco, CA
- Participants
- 11,246
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $605,441,804
- Total liabilities (EOY)
- $218,235
- Net assets (EOY)
- $605,223,569
- Employer contributions
- $0
- Total income / additions
- $30,399,302
- Benefits paid
- $47,866,216
- Administrative expenses
- $1,250,228
- Total expenses
- $49,116,444
- Net increase / (decrease)
- -$18,717,142
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Management Trust Co | N/A | $890,844 | not reported in the loaded dataset |
| Mercer Human Resources Consulting | N/A | $260,507 | not reported in the loaded dataset |
| The Bank Of New York Mellon | N/A | $76,302 | not reported in the loaded dataset |
| Moss Adams | N/A | $22,575 | not reported in the loaded dataset |