Levi Strauss & Co. Pension Plan — Form 5500 plan (Levi Strauss & Co)
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, Levi Strauss & Co. Pension Plan is a benefit plan reported by Levi Strauss & Co under EIN 94-0905160 and plan number 100. The latest loaded filing year is 2023. The filing reports 11,246 participants and $605,441,804 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Levi Strauss & Co
- EIN
- 94-0905160
- Plan number
- 100
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 11,246
- End-of-year plan assets
- $605,441,804
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11,246 | H, C | 20250314170945NAL0022791425003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $605,441,804
- Total liabilities (EOY)
- $218,235
- Net assets (EOY)
- $605,223,569
- Net assets (BOY)
- $623,940,711
Income & contributions
- Employer contributions
- $0
- Total contributions
- $0
- Total income / additions
- $30,399,302
Expenses & distributions
- Benefits paid
- $47,866,216
- Administrative expenses
- $1,250,228
- Total expenses
- $49,116,444
- Net increase / (decrease)
- -$18,717,142
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Management Trust Co | N/A | $890,844 | not reported in the loaded dataset | 2023 |
| Mercer Human Resources Consulting | N/A | $260,507 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | N/A | $76,302 | not reported in the loaded dataset | 2023 |
| Moss Adams | N/A | $22,575 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Levi Strauss & Co
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- Fidelity Management Trust Co — Schedule C compensation
- Mercer Human Resources Consulting — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Moss Adams — Schedule C compensation