How big is JAB USA LLC's plan?

JAB USA LLC's plan reported $3.6M in assets and 2 participants for 2023.

Original filing (PDF)20250725083041NAL0003267091001

JAB USA LLC

Name: JAB USA LLC — JAB USA LLC Retirement Trust, Form 5500 (2023)
Creator: JAB USA LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JAB USA LLC Retirement Trust

Defined-benefit pension plan · JAB USA LLC's JAB USA LLC Retirement Trust held $3.6M in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

Charles Catinella signed JAB USA LLC's 2023 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 LLC's EIN is 92-1212508.

EIN 92-1212508

Plan number 001

Plan year 2023

ACK ID 20250725083041NAL0003267091001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for JAB USA LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAB USA LLC.

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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 LLC

EIN

all filings

Address

155 EAST 56TH STREET · 4TH FLOOR · NEW YORK, NY · 10022

Phone

(718) 706-7000

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-12-31

Tax period

2024-12-30

Filed

2025-07-25

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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