Sodexo 401 (K) Employees' Retirement Savings Plan And Trust — Form 5500 plan (Sodexo, Inc.)
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, Sodexo 401 (K) Employees' Retirement Savings Plan And Trust is a benefit plan reported by Sodexo, Inc. under EIN 52-0936594 and plan number 003. The latest loaded filing year is 2023. The filing reports 106,209 participants and $2,217,483,854 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sodexo, Inc.
- EIN
- 52-0936594
- Plan number
- 003
- Plan type
- 2
- Location
- North Bethesda, MD
- Latest filing year
- 2023
- Participants
- 106,209
- End-of-year plan assets
- $2,217,483,854
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 106,209 | H, C | 20241011112748NAL0012424627001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,217,483,854
- Total liabilities (EOY)
- $299,746
- Net assets (EOY)
- $2,217,184,108
- Net assets (BOY)
- $1,938,378,968
Income & contributions
- Employer contributions
- $47,101,715
- Participant contributions
- $124,977,609
- Total contributions
- $187,661,401
- Total income / additions
- $510,495,249
Expenses & distributions
- Benefits paid
- $227,583,193
- Administrative expenses
- $5,141,462
- Total expenses
- $232,724,655
- Net increase / (decrease)
- $277,770,594
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Financial, Inc. | NONE | $4,507,464 | $0 | 2023 |
| Prudential Insurance Co. | NONE | $337,137 | not reported in the loaded dataset | 2023 |
| Prudential Trust Co. | INVESTMENT MANAGEMENT | $181,023 | $0 | 2023 |
| State Street Global Advisors Trust | INVESTMENT MANAGEMENT | $115,838 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sodexo, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in North Bethesda, MD
- Voya Financial, Inc. — Schedule C compensation
- Prudential Insurance Co. — Schedule C compensation
- Prudential Trust Co. — Schedule C compensation
- State Street Global Advisors Trust — Schedule C compensation