401(k) · DOL Form 5500 · 2022
Compass Group USA, Inc. 401(k) Plan
Data updated 2026-08-06
- $1.7B
- Total assets
- 222,964
- Participants
- 99th
- Percentile by assets
- $7,628
- Avg per participant
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.
- 99th percentile by assets (of 139,258 plans)
- #4,588 in Food Services & Accommodation (4,595 peers)
Coverage in North Carolina
Compass Group Retirement Plan covers 222,964 participants in North Carolina, 263x the typical North Carolina plan (state average ~846 per filing). Assets: $1.7B.
- $1.7B
- total plan assets (2022 EOY)
- 222,964
- covered participants
- 99th
- percentile by assets (of 139,258 plans)
- $7,628
- avg assets per participant
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.
Participants vs North Carolina filers
In North Carolina, the average filing covers about 846 participants across 3,325 plans. Compass Group Retirement Plan reports 222,964 participants - 263x that state average ($1.7B EOY assets).
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.)
| 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.
Compass Group Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
- 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 (0.015% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.25% of 89,805,449 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Compass Group Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Compass Group Retirement Plan assets move in 2022? ▼
How have Compass Group USA, Inc. plan assets changed over time? ▼
Where does Compass Group Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Compass Group Retirement Plan? ▼
Next read for Compass Group Retirement Plan
Filing takeaways
Ways to act on Compass Group Retirement Plan's numbers.
- By total assets, Compass Group Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in North Carolina. Compare plans
- Compass Group USA, Inc.'s sponsor-wide assets have grown 45.7% since 2022 across 3 plan years on file. More Food Services & Accommodation plans