401(k) · DOL Form 5500 · 2023
Compass Group USA, Inc. 401(k) Plan
Data updated 2026-08-06
- $2.1B
- Total assets
- 230,520
- Participants
- 99th
- Percentile by assets
- $9,072
- Avg per participant
Official DOL plan name: Compass Group Retirement Plan · Sponsored by Compass Group USA, Inc. · North Carolina · Food Services & Accommodation
$2.1B in assets, 230,520 participants
Compass Group USA, Inc.'s Compass Group Retirement Plan reported $2.1B in total assets and 230,520 participants in its 2023 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 126,618 plans)
- #3,788 in Food Services & Accommodation (3,793 peers)
Coverage in North Carolina
Compass Group Retirement Plan covers 230,520 participants in North Carolina, 272x the typical North Carolina plan (state average ~846 per filing). Assets: $2.1B.
- $2.1B
- total plan assets (2023 EOY)
- 230,520
- covered participants
- 99th
- percentile by assets (of 126,618 plans)
- $9,072
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Compass Group Retirement Plan reported net income rose from -$229M in the plan year 2022 filing to $390M in the plan year 2023 filing.
- Compass Group Retirement Plan end-of-year assets rose from $1.7B in the plan year 2022 filing to $2.1B in the plan year 2023 filing.
- Compass Group Retirement Plan reported participants rose from 222,964 in the plan year 2022 filing to 230,520 in the plan year 2023 filing.
Participants vs North Carolina filers
In North Carolina, the average filing covers about 846 participants across 3,325 plans. Compass Group Retirement Plan reports 230,520 participants - 272x that state average ($2.1B EOY assets).
North Carolina filing particulars
| Total Assets (Beginning of Year) | $1.7B |
|---|---|
| Net Assets (End of Year) | $2.1B |
| Net Income | $390M |
| 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 $54.8B · 173,899
- Honeywell 401(k) Plan $15.4B · 40,004
- Duke Energy Retirement Savings Plan $10.4B · 28,121
- Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
- Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174
Scale composition for Compass Group Retirement Plan
Compass Group Retirement Plan reports $2.1B in end-of-year assets across 230,520 participants (0.018% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.26% of 89,805,449 covered participants) - about $9,072 per participant (7% of the national average assets-per-participant) . Net income for plan year 2023 was $390M.
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 | Open filing |
| 2023 | 230,520 | $2.1B | This page |
| 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.
- Public Service Enterprise Group Inc. Thrift & Tax Deferred Savings Plan (NJ) $2.1B · 3,917
- Wood 401(k) Plan (TX) $2.1B · 8,218
- Cnh Industrial U.S. Retirement Savings Plan (WI) $2.1B · 9,906
- Netjets Aviation, Inc. 401(k) Retirement Plan (OH) $2.1B · 3,133
Frequently Asked Questions
How did Compass Group Retirement Plan assets move in 2023? ▼
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