401(k) · DOL Form 5500 · 2023
Compass Group USA, Inc. 401(k) Plan
Data updated 2026-08-25
- $2.1B
- Total assets Very large vs avg
- 230,520
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $9,072
- 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
$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.
- #3,823 in Food Services & Accommodation (3,828 peers)
Coverage in North Carolina
Compass Group Retirement Plan covers 230,520 participants in North Carolina, 281x the typical North Carolina plan (state average ~819 per filing). Assets: $2.1B.
- #3,823
- in Food Services & Accommodation (3,828 peers)
- +23.0%
- assets growth YoY
- 21×
- vs typical plan assets (national mean)
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 2023 · DOL Form 5500
$2,091,248,663 Top 1% higher than 99% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Compass Group Retirement Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Compass Group Retirement Plan is a mega filing (230,520 participants), the rightmost band on the breakdown.
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.
DOL schedule card
Filing strip 561874931 · Compass Group USA, Inc. PY 2023 · 401(k)
Compass Group Retirement Plan · $2.1B · 230,520 · 99th
- TYPE $2.1B
- TYPE 230,520
- TYPE 99th
- TYPE 401(k)
- TYPE near Public Service Enterprise Group Inc. Thrift & Tax Deferred Savings Plan
- TYPE ind #3823
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) | $1.7B |
|---|---|
| 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.)
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 $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 (0.017% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.25% of 93,925,755 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)
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 Public Service Enterprise Group Inc. Thrift & Tax Deferred Savings Plan in NJ ($2.1B); by covered participants it is Walgreens Retirement Savings Plan in IL (235,331 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.1B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (230,520 participants); asset peers above are excluded.
- Walgreens Retirement Savings Plan (IL) 235,331 · 4,811 off
- The Kroger Co. Savings Plan (OH) 236,780 · 6,260 off
- Albertsons Companies 401(k) Plan (CA) 220,729 · 9,791 off
- Allied Universal 401(k) Plan (PA) 258,001 · 27,481 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.