401(k) · DOL Form 5500 · 2024

Compass Group USA, Inc. 401(k) Plan

Data updated 2026-07-24

$2.5B
Total assets: 244,875
Participants: 99th
Percentile by assets: $10,120
Avg per participant

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.

99th percentile by assets (of 116,472 plans)

Coverage in North Carolina

Compass Group Retirement Plan covers 244,875 participants in North Carolina, 289x the typical North Carolina plan (state average ~846 per filing). Assets: $2.5B.

$2.5B
total plan assets (2024 EOY): 244,875
covered participants: 99th
percentile by assets (of 116,472 plans): $10,120
avg assets per participant

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.

See the national 2023→2024 release diff →

State

North Carolina

Industry

Food Services & Accommodation

Participants vs North Carolina filers

In North Carolina, the average filing covers about 846 participants across 3,325 plans. Compass Group Retirement Plan reports 244,875 participants - 289x that state average ($2.5B EOY assets).

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.)

Total plan assets by year, all Compass Group USA, Inc. plans on file

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 $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

Compare Compass Group Retirement Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Compass Group Retirement Plan by total assets, not by location.

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

Frequently Asked Questions

How did Compass Group Retirement Plan assets move in 2024? ▼

Compass Group Retirement Plan grew sharply - up 18.5% during 2024, from $2.1B to $2.5B. Reported net income was $387M.

How have Compass Group USA, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Compass Group USA, Inc.'s sponsor-wide assets grew 45.7%, from $1.7B to $2.5B.

Where does Compass Group Retirement Plan rank by assets among Form 5500 filers? ▼

Compass Group Retirement Plan ranks in the 99th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).

Which 401(k) plans are similar in size to Compass Group Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Western Digital Corporation 401(k) Plan in CA ($2.5B, 6,558 participants).

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

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 561874931.

Read our methodology - how this data is sourced, computed, and verified.

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