Compass Group USA 401(k) and pension plans

Compass Group USA, Inc., Charlotte, NC. EIN 56-1874931. Annual reports 2009–2024.

Compass Group USA, Inc. has one active retirement plan on file, the Compass Group Retirement Plan, with 312,914 participants and $2.5 billion in assets in 2024. Fidelity has been its recordkeeper since 2020.

Active plans: 1
Participants: 312,914
Plan assets: $2.5 billion
401(k) recordkeeper: Fidelity
Plans on file: 2
Industry: Hotels and restaurants

All 2 plans

Active plans first

Compass Group Retirement Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 007Employer EIN 56-1874931
Participants (2024): 312,914
Net assets (2024): $2.5 billion
Recordkeeper: FidelityEarlier: Wells Fargo (2010–2019), Wachovia Bank (2009)
Plan administrator: Compass Group USA, Inc.
2400 Yorkmont Road
Charlotte, NC 28217
(704) 328-4082As filed for 2024
In effect since: January 1, 1995

Plans merged into this one: Levy Organization Incentive Savings Plan (2014).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	312,914	$2.5 billion	Fidelity
2023	263,796	$2.1 billion	Fidelity
2022	248,590	$1.7 billion	Fidelity
2021	240,363	$1.9 billion	Fidelity
2020	217,255	$1.7 billion	Fidelity
2019	228,011	$1.5 billion	Wells Fargo
2018	215,323	$1.2 billion	Wells Fargo
2017	218,493	$1.2 billion	Wells Fargo
2016	206,054	$963 million	Wells Fargo
2015	189,643	$853 million	Wells Fargo
2014	169,863	$791 million	Wells Fargo
2013	165,518	$735 million	Wells Fargo
2012	162,766	$544 million	Wells Fargo
2011	111,584	$459 million	Wells Fargo
2010	106,015	$454 million	Wells Fargo
2009	101,424	$381 million	Wachovia Bank

Compass Group USA, Inc. Retirement Plan for Salaried Employees

Pension (defined benefit), frozenClosed

Closed. The plan filed its final annual report for 2017, which means its assets were paid out or moved and it no longer exists.

Plan number: 002Employer EIN 56-1874931
Participants (2016): 4,000
Net assets (2016): $140 million
Last listed administrator: Aon2010–2012
Plan administrator: Compass Group USA, Inc.
2400 Yorkmont Road
Charlotte, NC 28217
(704) 328-4000As filed for 2017
In effect since: January 1, 1971

Plans merged into this one: Crothall Services Group 401(k) Plan (2013); Southeast Service Corporation 401(k) Plan (2013).

Year by year, 2009 to 2017

Plan year	Participants	Net assets	Recordkeeper
2017	0	$0	not listed
2016	4,000	$140 million	not listed
2015	4,395	$141 million	not listed
2014	5,478	$176 million	not listed
2013	5,790	$153 million	not listed
2012	6,186	$153 million	Aon
2011	6,860	$147 million	Aon
2010	7,900	$147 million	Aon
2009	8,175	$127 million	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Compass Group Retirement Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((704) 328-4082). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Compass Group Retirement Plan

Compass Group USA, Inc. Retirement Plan for Salaried Employees

If you had money in one of these plans

What these numbers are

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