Defined Benefit (Pension) ยท DOL Form 5500 ยท 2022

U. S. Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA, verify with linked source filings below.

$5.4B
Total assets
11,012
Participants
100th
Percentile by assets

Sponsored by Mars, Incorporated ยท New Jersey ยท Manufacturing

What the 2022 filing shows

U. S. Retirement Plan holds $5.4B for 11,012 participants - about $492,786 per participant, among the largest 1% of all filed plans, down 15.5% over the 2022 plan year.

$5.4B
total plan assets (2022 EOY)
11,012
covered participants
100th
percentile by assets (of 84,055 plans)
$492,786
avg assets per participant

The plan reported a net loss of $995M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$5.4B
Participants
11,012
State
Industry
Manufacturing

What the Filing Says About U. S. Retirement Plan

U. S. Retirement Plan is a Defined Benefit (Pension) retirement plan sponsored by Mars, Incorporated, headquartered in New Jersey. As of the 2022 Form 5500 filing, the plan reports $5.4B in total end-of-year assets and covers 11,012 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 221594774, and the plan has been effective since 1968-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $6.4B at the beginning of 2022 to $5.4B at year-end - a decline of 15.5%. Net assets (after liabilities) closed the year at $5.4B, with reported net income of $-994,660,442 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$6.4B
Total Assets (End of Year)$5.4B
Net Assets (End of Year)$5.4B
Net Income$-994,660,442
Plan TypeDefined Benefit (Pension)
Employer EIN221594774
Plan Effective Date1968-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mars, Incorporated)

Year Plans Participants Total Assets
2022 5 60,183 $9.5B
2023 5 58,554 $11.0B
2024 5 59,490 $11.7B

Nearby Defined Benefit (Pension) Plans in New Jersey

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Frequently Asked Questions

How much money is in the U. S. Retirement Plan?
As of the 2022 Form 5500 filing, U. S. Retirement Plan holds $5.4B in total assets with 11,012 participants. It is sponsored by Mars, Incorporated.
What type of plan is U. S. Retirement Plan?
U. S. Retirement Plan is a Defined Benefit (Pension) plan. It has been effective since 1968-01-01. The plan is filed with the U.S. Department of Labor under EIN 221594774.
Who sponsors the U. S. Retirement Plan?
U. S. Retirement Plan is sponsored by Mars, Incorporated, located in New Jersey. The sponsor's EIN is 221594774 and the plan operates in the Manufacturing industry.
How did U. S. Retirement Plan perform in 2022?
U. S. Retirement Plan declined by 15.5% during 2022, moving from $6.4B to $5.4B in total assets. Net income was $-994,660,442.
Where can I find official filings for U. S. Retirement Plan?
Official Form 5500 filings for U. S. Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 221594774 or plan name at efast.dol.gov.
How does U. S. Retirement Plan compare to other plans?
You can compare U. S. Retirement Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in New Jersey on the state page. PlainRetire tracks all 402,674 ERISA-covered retirement plans in the U.S. that filed a Form 5500 for the 2023 plan year.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 221594774.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.