Capital Accumulation Plan — Form 5500 plan (Hormel Foods Corporation)
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, Capital Accumulation Plan is a benefit plan reported by Hormel Foods Corporation under EIN 36-3889635 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,239 participants and $171,663,489 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hormel Foods Corporation
- EIN
- 36-3889635
- Plan number
- 001
- Plan type
- 2
- Location
- Rochelle, IL
- Latest filing year
- 2023
- Participants
- 6,239
- End-of-year plan assets
- $171,663,489
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,239 | H, C | 20240813092904NAL0010395377001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $171,663,489
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $171,663,489
- Net assets (BOY)
- $148,526,819
Income & contributions
- Employer contributions
- $7,401,926
- Participant contributions
- $10,913,529
- Total contributions
- $18,841,655
- Total income / additions
- $35,889,540
Expenses & distributions
- Benefits paid
- $12,173,892
- Administrative expenses
- $310,556
- Total expenses
- $12,752,870
- Net increase / (decrease)
- $23,136,670
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $230,422 | $0 | 2023 |
| Ernst & Young Us Llp | NONE | $55,800 | not reported in the loaded dataset | 2023 |
| Meketa Fiduciary Management LLC | NONE | $26,733 | not reported in the loaded dataset | 2023 |
| Dorsey & Whitney Llp | NONE | $19,602 | not reported in the loaded dataset | 2023 |
| Van Iwaarden Associates | NONE | $11,687 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hormel Foods Corporation
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Rochelle, IL
- Empower Annuity Insurance Company — Schedule C compensation
- Ernst & Young Us Llp — Schedule C compensation
- Meketa Fiduciary Management LLC — Schedule C compensation
- Dorsey & Whitney Llp — Schedule C compensation
- Van Iwaarden Associates — Schedule C compensation
- Charles Schwab & Co Inc. — Schedule C compensation