Sodexo, Inc. Vacation Benefits 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, Inc. Vacation Benefits Plan And Trust is a benefit plan reported by Sodexo, Inc. under EIN 52-0936594 and plan number 540. The latest loaded filing year is 2023. The filing reports 60,780 participants and $2,095,486 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)-$50.1MPlan net assets, end of year-$50,126,321
Participants60.8KCovered participants reported60,780
Assets / participant$34Computed: assets ÷ participants$34 (computed)
Provider compensation$37K1 Schedule C provider row(s)$37,034
Plan sponsor
Sodexo, Inc.
EIN
52-0936594
Plan number
540
Plan type
2
Location
North Bethesda, MD
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202360,780H, C20241011113441NAL0022668481001
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)$2.1M total assets
Net assets-$50.1MLiabilities$52.2M
Money in vs. money out
Total income / additions$151.9M
Total expenses$141.9M
Benefits paid / distributions$141.8M
Contributions
Employer$151.7M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$2,095,486
Total liabilities (EOY)
$52,221,807
Net assets (EOY)
-$50,126,321
Net assets (BOY)
-$60,113,626

Income & contributions

Employer contributions
$151,690,673
Total contributions
$151,690,673
Total income / additions
$151,902,526

Expenses & distributions

Benefits paid
$141,794,440
Administrative expenses
$120,781
Total expenses
$141,915,221
Net increase / (decrease)
$9,987,305
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.

Benefits paid ÷ total income93%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bdo Usa, P.C.EB PLAN AUDITOR$37,034not reported in the loaded dataset2023

Related Form 5500 pages