Sysco Corporation Retirement Plan — Form 5500 plan (Sysco 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, Sysco Corporation Retirement Plan is a benefit plan reported by Sysco Corporation under EIN 74-1648137 and plan number 004. The latest loaded filing year is 2023. The filing reports 30,282 participants and $2,659,056,274 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sysco Corporation
- EIN
- 74-1648137
- Plan number
- 004
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 30,282
- End-of-year plan assets
- $2,659,056,274
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 30,282 | H, C | 20250129180511NAL0025921024001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,659,056,274
- Total liabilities (EOY)
- $8,586,898
- Net assets (EOY)
- $2,650,469,376
- Net assets (BOY)
- $2,545,651,969
Income & contributions
- Employer contributions
- $19,000,000
- Total contributions
- $19,000,000
- Total income / additions
- $203,058,175
Expenses & distributions
- Benefits paid
- $82,864,963
- Administrative expenses
- $15,375,805
- Total expenses
- $98,240,768
- Net increase / (decrease)
- $104,817,407
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer Investment Mgmt | INV-MGMT | $2,495,457 | not reported in the loaded dataset | 2023 |
| Willis Tower Watson | ACTUARY | $2,253,846 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | TRUSTEE | $1,547,379 | not reported in the loaded dataset | 2023 |
| Nisa Investment Advisors | INV-MGMT | $687,079 | not reported in the loaded dataset | 2023 |
| Metropolitan Life Insurance Company | INSURANCE AGENT | $455,483 | not reported in the loaded dataset | 2023 |
| Legg Mason Inc & Subs | INV-MGMT | $455,084 | not reported in the loaded dataset | 2023 |
| Acadian Asset Management | INV-MGMT | $92,418 | not reported in the loaded dataset | 2023 |
| Mercer | ACTUARY | $51,923 | not reported in the loaded dataset | 2023 |
| State Street Bank & Trust Co | INV-MGMT | $31,858 | $0 | 2023 |
| Weaver & Tidwell Llp | ACCOUNTING | $16,171 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sysco Corporation
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Mercer Investment Mgmt — Schedule C compensation
- Willis Tower Watson — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Nisa Investment Advisors — Schedule C compensation
- Metropolitan Life Insurance Company — Schedule C compensation
- Legg Mason Inc & Subs — Schedule C compensation
- Acadian Asset Management — Schedule C compensation
- Mercer — Schedule C compensation
- State Street Bank & Trust Co — Schedule C compensation
- Weaver & Tidwell Llp — Schedule C compensation