How big is JAB USA Inc.'s plan?

JAB USA Inc.'s plan reported $3.5M in assets and 2 participants for 2022.

Original filing (PDF)20240926104014NAL0000535521001

JAB USA Inc.

Name: JAB USA Inc. — JAB USA Inc. Retirement Trust, Form 5500 (2022)
Creator: JAB USA Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JAB USA Inc. Retirement Trust

Defined-benefit pension plan · JAB USA Inc.'s JAB USA Inc. Retirement Trust held $3.5M in plan assets for 2 participants in 2022.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

People on this filing

Charles Catinella signed JAB USA Inc.'s 2022 Form 5500 as plan administrator.

Charles Catinella — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

JAB USA Inc.'s EIN is 13-3121975.

EIN 13-3121975

Plan number 001

Plan year 2022

ACK ID 20240926104014NAL0000535521001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for JAB USA Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

JAB USA Inc.'s plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

JAB USA INC

EIN

all filings

Address

155 EAST 56TH STREET · NEW YORK, NY · 10022

Phone

(718) 706-7000

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-12-31

Tax period

2023-12-30

Filed

2024-09-26

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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