401(k) · DOL Form 5500 · 2022
Compass Group USA, Inc. 401(k) Plan
Data updated 2026-08-25
- $1.7B
- Total assets Very large vs avg
- 222,964
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $7,628
- Avg per participant Low balance/head
Official DOL plan name: Compass Group Retirement Plan · Sponsored by Compass Group USA, Inc. · North Carolina · Food Services & Accommodation
$1.7B in assets, 222,964 participants
Compass Group USA, Inc.'s Compass Group Retirement Plan reported $1.7B in total assets and 222,964 participants in its 2022 DOL Form 5500 filing, ranking in the 99th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #4,585 in Food Services & Accommodation (4,592 peers)
Coverage in North Carolina
Compass Group Retirement Plan covers 222,964 participants in North Carolina, 272x the typical North Carolina plan (state average ~819 per filing). Assets: $1.7B.
- #4,585
- in Food Services & Accommodation (4,592 peers)
- -11.6%
- assets change YoY
- 17×
- vs typical plan assets (national mean)
The plan reported a net loss of $229M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Compass Group Retirement Plan's outsized position by total assets
Compass Group Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,700,778,929 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Compass Group Retirement Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Compass Group Retirement Plan is a mega filing (222,964 participants), the rightmost band on the breakdown.
Plan-year Form 5500 strip
Filing strip 561874931 · Compass Group USA, Inc. PY 2022 · 401(k)
Compass Group Retirement Plan · $1.7B · 222,964 · 99th
- PHOTO $1.7B
- IND 222,964
- EOY 99th
- 5500 401(k)
- ASSETS near Wolters Kluwer 401(k) Plan
- PCT ind #4585
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Food Services & Accommodation retirement plans → · Plans in North Carolina →
Compass Group Retirement Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $1.9B |
|---|---|
| Net Assets (End of Year) | $1.7B |
| Net Income | -$229M |
| Employer EIN | 561874931 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Compass Group USA, Inc.)
Sponsor-wide plan assets over time
All Compass Group USA, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.5B 45.70140497078089% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 222,964 | $1.7B |
| 2023 | 1 | 230,520 | $2.1B |
| 2024 | 1 | 244,875 | $2.5B |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $47.1B · 169,036
- Honeywell 401(k) Plan $14.6B · 39,007
- Duke Energy Retirement Savings Plan $9.4B · 27,731
- Truist Financial Corporation 401(k) Savings Plan $9.0B · 51,871
- Lowes 401(k) Plan $7.4B · 284,864
Scale composition for Compass Group Retirement Plan
Compass Group Retirement Plan reports $1.7B in end-of-year assets across 222,964 participants (0.014% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.24% of 93,925,755 covered participants) - about $7,628 per participant (6% of the national average assets-per-participant) . Net income for plan year 2022 was -$229M.
This plan identity (EIN 561874931, plan #007) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.7B to $2.5B (+45.7%) while covered participants moved from 222,964 to 244,875 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 222,964 | $1.7B | This page |
| 2023 | 230,520 | $2.1B | Open filing |
| 2024 · index core | 244,875 | $2.5B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Compass Group Retirement Plan (401(k), $2.5B, 244,875 participants)
Compass Group Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Wolters Kluwer 401(k) Plan in IL ($1.7B); by covered participants it is Fedex Corporation Retirement Savings Plan in TN (220,835 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.7B here).
- Wolters Kluwer 401(k) Plan (IL) $1.7B · 8,119
- Air Liquide & Airgas 401(k) Plan (TX) $1.7B · 16,614
- Alaska Airlines, Inc. Pilots Investment and Savings Plan (WA) $1.7B · 2,951
- Allianz Asset Accumulation Plan (MN) $1.7B · 4,871
Similar participant headcount
Nearest other-state filings by covered participants (222,964 participants); asset peers above are excluded.
- Fedex Corporation Retirement Savings Plan (TN) 220,835 · 2,129 off
- The Kroger Co. Savings Plan (OH) 209,608 · 13,356 off
- Walgreens Retirement Savings Plan (IL) 238,072 · 15,108 off
- Wells Fargo & Company 401(k) Plan (CA) 205,865 · 17,099 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.