The Hershey Company 401(K) Plan — Form 5500 plan (The Hershey Company)
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, The Hershey Company 401(K) Plan is a benefit plan reported by The Hershey Company under EIN 23-0691590 and plan number 010. The latest loaded filing year is 2023. The filing reports 15,384 participants and $1,998,046,769 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Hershey Company
- EIN
- 23-0691590
- Plan number
- 010
- Plan type
- 2
- Location
- Hershey, PA
- Latest filing year
- 2023
- Participants
- 15,384
- End-of-year plan assets
- $1,998,046,769
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 15,384 | H, C | 20251013154704NAL0001652161001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,998,046,769
- Total liabilities (EOY)
- $200,426
- Net assets (EOY)
- $1,997,846,343
- Net assets (BOY)
- $1,761,011,308
Income & contributions
- Employer contributions
- $62,236,052
- Participant contributions
- $82,338,935
- Total contributions
- $167,590,941
- Total income / additions
- $452,427,129
Expenses & distributions
- Benefits paid
- $213,905,501
- Administrative expenses
- $1,536,034
- Total expenses
- $215,592,094
- Net increase / (decrease)
- $236,835,035
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Financial Engines | ADVISOR | $816,669 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $476,286 | $0 | 2023 |
| Towers Watson Investment Services | OTHER SERVICES | $115,601 | not reported in the loaded dataset | 2023 |
| Banks, Finley, White & Co. | ACCOUNTANT/AUDITOR | $39,335 | not reported in the loaded dataset | 2023 |
| Groom Law Group Chartered | OTHER SERVOCES | $22,825 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Hershey Company
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Hershey, PA
- Financial Engines — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Towers Watson Investment Services — Schedule C compensation
- Banks, Finley, White & Co. — Schedule C compensation
- Groom Law Group Chartered — Schedule C compensation