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.
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 Type | Defined Benefit (Pension) |
| Employer EIN | 221594774 |
| Plan Effective Date | 1968-01-01 |
| Filing Status | FILING 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.
- Retirement Plan of Johnson and Johnson $21.2B ยท 37,749
- JPMorgan Chase Retirement Plan $16.3B ยท 90,644
- Nokia Retirement Income Plan $13.9B ยท 7,492
- The Prudential Merged Retirement Plan $12.2B ยท 16,230
- Verizon Pension Plan for Associates $10.9B ยท 23,778
Related Data
Guides
Frequently Asked Questions
How much money is in the U. S. Retirement Plan? ▼
What type of plan is U. S. Retirement Plan? ▼
Who sponsors the U. S. Retirement Plan? ▼
How did U. S. Retirement Plan perform in 2022? ▼
Where can I find official filings for U. S. Retirement Plan? ▼
How does U. S. Retirement Plan compare to other plans? ▼
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.
Read our methodology - how this data is sourced, computed, and verified.