2023 Form 5500 filing — Sysco Corporation Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250129180511NAL0025921024001) for Sysco Corporation Retirement Plan, reported by Sysco Corporation under EIN 74-1648137 and plan number 004. It reports 30,282 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250129180511NAL0025921024001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sysco Corporation
- EIN
- 74-1648137
- Plan number
- 004
- Location
- Houston, TX
- Participants
- 30,282
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,659,056,274
- Total liabilities (EOY)
- $8,586,898
- Net assets (EOY)
- $2,650,469,376
- Employer contributions
- $19,000,000
- Total income / additions
- $203,058,175
- Benefits paid
- $82,864,963
- Administrative expenses
- $15,375,805
- Total expenses
- $98,240,768
- Net increase / (decrease)
- $104,817,407
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Investment Mgmt | INV-MGMT | $2,495,457 | not reported in the loaded dataset |
| Willis Tower Watson | ACTUARY | $2,253,846 | not reported in the loaded dataset |
| Northern Trust Company | TRUSTEE | $1,547,379 | not reported in the loaded dataset |
| Nisa Investment Advisors | INV-MGMT | $687,079 | not reported in the loaded dataset |
| Metropolitan Life Insurance Company | INSURANCE AGENT | $455,483 | not reported in the loaded dataset |
| Legg Mason Inc & Subs | INV-MGMT | $455,084 | not reported in the loaded dataset |
| Acadian Asset Management | INV-MGMT | $92,418 | not reported in the loaded dataset |
| Mercer | ACTUARY | $51,923 | not reported in the loaded dataset |
| State Street Bank & Trust Co | INV-MGMT | $31,858 | $0 |
| Weaver & Tidwell Llp | ACCOUNTING | $16,171 | not reported in the loaded dataset |