401(k) · DOL Form 5500 · 2024
Compass Group USA, Inc. 401(k) Plan
Data updated 2026-08-25
- $2.5B
- Total assets Very large vs avg
- 244,875
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $10,120
- 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
$2.5B in assets, 244,875 participants
Compass Group USA, Inc.'s Compass Group Retirement Plan reported $2.5B in total assets and 244,875 participants in its 2024 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.
- #3,667 in Food Services & Accommodation (3,672 peers)
Coverage in North Carolina
Compass Group Retirement Plan covers 244,875 participants in North Carolina, 299x the typical North Carolina plan (state average ~819 per filing). Assets: $2.5B.
- #3,667
- in Food Services & Accommodation (3,672 peers)
- +18.5%
- assets growth YoY
- 25×
- 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 2024 · DOL Form 5500
$2,478,058,795 Top 1% higher than 99% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Compass Group Retirement Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Compass Group Retirement Plan is a mega filing (244,875 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Compass Group Retirement Plan end-of-year assets rose from $2.1B in the plan year 2023 filing to $2.5B in the plan year 2024 filing.
- Compass Group Retirement Plan reported participants rose from 230,520 in the plan year 2023 filing to 244,875 in the plan year 2024 filing.
- Compass Group Retirement Plan reported net income fell from $390M in the plan year 2023 filing to $387M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 561874931 · Compass Group USA, Inc. PY 2024 · 401(k)
Compass Group Retirement Plan · $2.5B · 244,875 · 99th
- VS-ST $2.5B
- BOY 244,875
- SCH 99th
- EBSA 401(k)
- PART near Western Digital Corporation 401(k) Plan
- TYPE ind #3667
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) | $2.1B |
|---|---|
| Net Assets (End of Year) | $2.5B |
| Net Income | $387M |
| 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 $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
Scale composition for Compass Group Retirement Plan
Compass Group Retirement Plan reports $2.5B in end-of-year assets across 244,875 participants (0.020% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.26% of 93,925,755 covered participants) - about $10,120 per participant (7% of the national average assets-per-participant) . Net income for plan year 2024 was $387M.
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 | Open filing |
| 2024 · index core | 244,875 | $2.5B | This page |
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 Western Digital Corporation 401(k) Plan in CA ($2.5B); by covered participants it is CVS Health Future Fund 401(k) Plan in RI (240,493 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.5B here).
- Western Digital Corporation 401(k) Plan (CA) $2.5B · 6,558
- US Foods 401(k) Plan (IL) $2.5B · 27,135
- Unum Group 401(k) Retirement Plan (ME) $2.5B · 9,451
- Precision Castparts Corp. 401(k) Retirement Savings Plan (OR) $2.5B · 17,047
Similar participant headcount
Nearest other-state filings by covered participants (244,875 participants); asset peers above are excluded.
- CVS Health Future Fund 401(k) Plan (RI) 240,493 · 4,382 off
- The Kroger Co. Savings Plan (OH) 251,930 · 7,055 off
- Allied Universal 401(k) Plan (CA) 253,169 · 8,294 off
- Walgreens Retirement Savings Plan (IL) 233,635 · 11,240 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.