Sodexo, Inc. Health Care Spending Account Plan — 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, Inc. Health Care Spending Account Plan is a benefit plan reported by Sodexo, Inc. under EIN 52-0936594 and plan number 518. The latest loaded filing year is 2023. The filing reports 2,927 participants and $2,604,847 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$2.1MPlan net assets, end of year$2,099,257
Participants2.9KCovered participants reported2,927
Assets / participant$890Computed: assets ÷ participants$890 (computed)
Provider compensation$158.9K2 Schedule C provider row(s)$158,874
- Plan sponsor
- Sodexo, Inc.
- EIN
- 52-0936594
- Plan number
- 518
- Plan type
- 2
- Location
- North Bethesda, MD
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,927 | H, C | 20241011113105NAL0012428179001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$2.6M total assets
Net assets$2.1MLiabilities$505.6K
Full reported line items
Net assets
- Total assets (EOY)
- $2,604,847
- Total liabilities (EOY)
- $505,590
- Net assets (EOY)
- $2,099,257
- Net assets (BOY)
- $1,917,265
Income & contributions
- Participant contributions
- $4,342,532
- Total contributions
- $4,342,532
- Total income / additions
- $4,358,919
Expenses & distributions
- Benefits paid
- $4,021,345
- Administrative expenses
- $155,582
- Total expenses
- $4,176,927
- Net increase / (decrease)
- $181,992
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets199%Computed ratio
Benefits paid ÷ total income92%Computed ratio
Provider comp. ÷ net assets8%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alight | CONTRACT ADMINISTRATOR | $120,556 | not reported in the loaded dataset | 2023 |
| Bdo Usa, P.C. | EB PLAN AUDITOR | $38,318 | not reported in the loaded dataset | 2023 |