Unifirst Retirement Savings Plan — Form 5500 plan (Unifirst Corporation)
Plain-English plan 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, Unifirst Retirement Savings Plan is a benefit plan reported by Unifirst Corporation under EIN 04-2103460 and plan number 001. The latest loaded filing year is 2023. The filing reports 12,882 participants and $510,723,081 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Unifirst Corporation
- EIN
- 04-2103460
- Plan number
- 001
- Plan type
- 2
- Location
- Wilmington, MA
- Latest filing year
- 2023
- Participants
- 12,882
- End-of-year plan assets
- $510,723,081
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12,882 | H, C | 20240925093808NAL0019493568001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $510,723,081
- Total liabilities (EOY)
- $1,044,287
- Net assets (EOY)
- $509,678,794
- Net assets (BOY)
- $451,406,537
Income & contributions
- Employer contributions
- $18,045,017
- Participant contributions
- $23,747,615
- Total contributions
- $43,984,671
- Total income / additions
- $112,776,850
Expenses & distributions
- Benefits paid
- $53,696,039
- Administrative expenses
- $784,612
- Total expenses
- $54,504,593
- Net increase / (decrease)
- $58,272,257
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $640,441 | $0 | 2023 |
| Capfinancial Partners, LLC. | CONSULTANT | $107,681 | not reported in the loaded dataset | 2023 |
| Baker Newman & Noyes LLC | AUDITOR | $28,000 | not reported in the loaded dataset | 2023 |
| Ogletree, Deakins, Nash, Smoak & St | OTHER | $8,490 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Unifirst Corporation
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Wilmington, MA
- Merrill Lynch, Pierce, Fenner And S — Schedule C compensation
- Capfinancial Partners, LLC. — Schedule C compensation
- Baker Newman & Noyes LLC — Schedule C compensation
- Ogletree, Deakins, Nash, Smoak & St — Schedule C compensation