Hormel Foods Corp. Master Defined Benefit Trust — Form 5500 plan (Hormel Foods 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, Hormel Foods Corp. Master Defined Benefit Trust is a benefit plan reported by Hormel Foods Corporation under EIN 27-1536054 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $1,317,422,742 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hormel Foods Corporation
- EIN
- 27-1536054
- Plan number
- 001
- Plan type
- 4
- Location
- Austin, MN
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $1,317,422,742
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20250811143847NAL0016506018001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,317,422,742
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,317,422,742
- Net assets (BOY)
- $1,185,655,342
Income & contributions
- Total contributions
- $0
- Total income / additions
- $209,118,306
Expenses & distributions
- Benefits paid
- $5,814
- Administrative expenses
- $1,267,385
- Total expenses
- $1,273,199
- Net increase / (decrease)
- $207,845,107
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Metlife Investment Management Holdi | NONE | $357,391 | not reported in the loaded dataset | 2023 |
| Peg Management | NONE | $279,426 | not reported in the loaded dataset | 2023 |
| Parametric Portfolio Associates | NONE | $232,391 | not reported in the loaded dataset | 2023 |
| Nisa Investment Advisors, LLC | NONE | $202,443 | not reported in the loaded dataset | 2023 |
| Legal And General | NONE | $160,845 | not reported in the loaded dataset | 2023 |
| Jpm Peg Global Pe Inst Invest Vi | NONE | $98,703 | not reported in the loaded dataset | 2023 |
| Abglobal Core Equity Series | NONE | $74,723 | not reported in the loaded dataset | 2023 |
| Ssga Daily Msci Emg Mkts Indx Ni Fu | NONE | $22,683 | not reported in the loaded dataset | 2023 |
| Ssga Us Aggregate Bond Index | NONE | $20,253 | not reported in the loaded dataset | 2023 |
| Ssga Daily Msci Eafe Index Ni Fund | NONE | $16,207 | not reported in the loaded dataset | 2023 |
| Ssga Russell 3000 | NONE | $14,593 | not reported in the loaded dataset | 2023 |
| Rhumbline Qsi Index Fund | NONE | $14,525 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hormel Foods Corporation
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Austin, MN
- Metlife Investment Management Holdi — Schedule C compensation
- Peg Management — Schedule C compensation
- Parametric Portfolio Associates — Schedule C compensation
- Nisa Investment Advisors, LLC — Schedule C compensation
- Legal And General — Schedule C compensation
- Jpm Peg Global Pe Inst Invest Vi — Schedule C compensation
- Abglobal Core Equity Series — Schedule C compensation
- Ssga Daily Msci Emg Mkts Indx Ni Fu — Schedule C compensation
- Ssga Us Aggregate Bond Index — Schedule C compensation
- Ssga Daily Msci Eafe Index Ni Fund — Schedule C compensation
- Ssga Russell 3000 — Schedule C compensation
- Rhumbline Qsi Index Fund — Schedule C compensation