Plan5500

U. S. Retirement Plan — Form 5500 plan (Mars, Incorporated)

Plain-English plan 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, U. S. Retirement Plan is a benefit plan reported by Mars, Incorporated under EIN 22-1594774 and plan number 001. The latest loaded filing year is 2023. The filing reports 28,471 participants and $5,318,595,012 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mars, Incorporated
EIN
22-1594774
Plan number
001
Plan type
2
Location
Hackettstown, NJ
Latest filing year
2023
Participants
28,471
End-of-year plan assets
$5,318,595,012

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202328,471H, C20241008135353NAL0009752083001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,318,595,012
Total liabilities (EOY)
$4,124,207
Net assets (EOY)
$5,314,470,805
Net assets (BOY)
$5,421,596,402

Income & contributions

Employer contributions
$8,685
Participant contributions
$0
Total contributions
$8,685
Total income / additions
$213,540,853

Expenses & distributions

Benefits paid
$302,952,786
Administrative expenses
$17,713,664
Total expenses
$320,666,450
Net increase / (decrease)
-$107,125,597

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Thackeray Partners Rlty Fund V, LpNONE$0$6,194,9072023
SigNONE$5,999,212not reported in the loaded dataset2023
Greystar Thackeray Rlty Fund Vi, LpNONE$0$5,957,5632023
Willis Towers Watson Us LLCNONE$3,086,982not reported in the loaded dataset2023
Thackeray Partners Rlty Fund Iv, LpNONE$0$1,531,0122023
Performance Venture Capital Ii LpNONE$1,380,931not reported in the loaded dataset2023
Arrowstreet Capital ManagementNONE$808,907not reported in the loaded dataset2023
Northern TrustNONE$708,484not reported in the loaded dataset2023
Tcw Direct Lending Viii LLCNONE$0$559,5762023
Acadian Asset Management LLCNONE$513,371not reported in the loaded dataset2023
Lba Realty LLCNONE-$32,749$536,5452023
Shamrock Capital Advisors LLCNONE$243,964$219,5232023
Tcw Direct Lending Vii LLCNONE$0$448,4602023
Boldhaven Management LlpNONE$0$338,0352023
Jp Morgan Chase Bank, NaNONE$335,449not reported in the loaded dataset2023
Long Wharf CapitalNONE$0$332,3532023
Carter-Haston Multifamily Value VNONE$0$280,0002023
PricewaterhousecoopersNONE$205,349not reported in the loaded dataset2023
Wellington Trust CompanyNONE$189,188not reported in the loaded dataset2023
Voya Investment Trust CompanyNONE$174,751$02023
Marathon Asset Management LimitedNONE$167,540not reported in the loaded dataset2023
Riverwood Capital Management LpNONE$0$154,3582023
Ubs Asset Management Trust CompanyNONE$138,693$02023
Raine Capital, LLCNONE$0$132,5882023
Causeway Capital Management LLCNONE$0$120,4082023
Tenaya CapitalNONE$0$104,1932023
Segall Bryant & Hamill LLCNONE$84,373not reported in the loaded dataset2023
AetnaNONE$74,278not reported in the loaded dataset2023
North Pier Fiduciary MgmtNONE$60,320not reported in the loaded dataset2023
Cortec Management Vi LLCNONE$0$42,3942023
Cortec Management Vii LLCNONE$426$36,3022023
Hudson Realty Capital Fund IvNONE$28,788not reported in the loaded dataset2023
Onex Partners Iv LpNONE$24,832$02023
Clarivest All Canada-A SeriesNONE$0$22,4092023
Angelo Gordon RealtyNONE$13,418$02023
Rhumbline AdvisersNONE$11,423not reported in the loaded dataset2023
Fidelity Institutional Asset MgmtNONE$10,164$02023
Tcw Direct Lending LLCNONE$0$8,4582023
SsgaNONE$6,025$02023
Arcm Feeder Fund Iv Ltd.NONE$31$02023

Related Form 5500 pages