Barry Callebaut USA Service retirement plan: assets, participants and fees
What Barry Callebaut USA Service's retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Aon Consulting Inc. | Schedule C ↗ |
| Independent auditor | Mauldin and Jenkins, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 451 pension plans in manufacturing with 1,000 to 4,999 participants.
| Barry Callebaut USA Service: employer contribution per participant | $2,225 | |
| Peer median | $1,502 |
| Barry Callebaut USA Service: average balance | $43,408 | |
| Peer median | $72,786 |
| Barry Callebaut USA Service: admin expenses ÷ assets | 2.52% | |
| Peer median | 0.67% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $63.5M at the end of plan year 2021 to $49.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,141 | $49.5M | $2.5M | $2,225 | 2.52% | Not published | Form 5500 ↗ |
| 2023 | 1,171 | $50.3M | $2.5M | $2,094 | 2.62% | Not published | Form 5500 ↗ |
| 2022 | 1,193 | $48.7M | — | — | 0.35% | Not published | Form 5500 ↗ |
| 2021 | 1,220 | $63.5M | $2.8M | $2,318 | 2.23% | Not published | Form 5500 ↗ |
Common questions
Does Barry Callebaut USA Service match 401(k) contributions?
The match terms for the Brach'S Confections, Inc. Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $2.5M in employer contributions, about $2,225 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Barry Callebaut USA Service 401(k) match vested?
The vesting schedule for the Brach'S Confections, Inc. Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Barry Callebaut USA Service 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Aon Consulting Inc.. The plan administrator is Barry Callebaut USA Service Company, Inc..
I left Barry Callebaut USA Service. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Barry Callebaut USA Service Company, Inc., (312) 496-7300) or the recordkeeper, Aon Consulting Inc.. The Barry Callebaut USA Service old 401(k) page lists the contacts from every plan filing. Find an old Barry Callebaut USA Service 401(k)
Data from the public Form 5500 annual reports Barry Callebaut USA Service filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Barry Callebaut USA Service. Not financial advice. Report a correction · Methodology