Plan5500

U.S. Associate Savings Plan — Form 5500 plan (Mars, Incorporated)

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, U.S. Associate Savings Plan is a benefit plan reported by Mars, Incorporated under EIN 22-1594774 and plan number 004. The latest loaded filing year is 2023. The filing reports 19,091 participants and $2,964,444,756 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mars, Incorporated
EIN
22-1594774
Plan number
004
Plan type
2
Location
Hackettstown, NJ
Latest filing year
2023
Participants
19,091
End-of-year plan assets
$2,964,444,756

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202319,091H, C20241002092346NAL0004686371001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,964,444,756
Total liabilities (EOY)
$4,494
Net assets (EOY)
$2,964,440,262
Net assets (BOY)
$2,451,041,053

Income & contributions

Employer contributions
$98,320,472
Participant contributions
$142,379,628
Total contributions
$263,036,140
Total income / additions
$700,639,839

Expenses & distributions

Benefits paid
$186,724,484
Administrative expenses
$1,761,452
Total expenses
$189,030,585
Net increase / (decrease)
$511,609,254

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$904,670not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$842,091not reported in the loaded dataset2023
Lcg Associates Inc.INVESTMENT ADVISOR$17,651not reported in the loaded dataset2023

Related Form 5500 pages