Whole Foods Market, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Whole Foods Market, Inc. (EIN 74-1989366) is a plan sponsor located in Austin, TX with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
74-1989366
Location
Austin, TX
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Whole Foods Market, Inc.

  • 3 loaded plans hold $2.1B in reported assets.
  • The largest, Whole Foods Market Growing Your Future 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 237,810 reported participants.
  • 1 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.1BSummed across loaded plans$2,057,442,181
Total reported assets$2.1B$2,057,442,632
Total reported participants237.8K237,810
Total reported liabilities$451

Reported net position

Reported assets = net assets + liabilities (summed)$2.1B total assets
Net assets$2.1BLiabilities$451
Contributions & income
Employer contributions$8.7M
Participant contributions$235.3M
Total income / additions$574.6M
Expenses & distributions
Benefits paid / distributions$195.1M
Total expenses$199.8M
Net increase / (decrease)$374.8M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Whole Foods Market Growing Your Future 401(K) Plan
Participants per plan79,270Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #002 · 125,303 participants · 2023
  2. 2
    Whole Foods Market, Inc. Group Benefit Plannot reported in the loaded dataset
    Plan #502 · 103,895 participants · 2023
  3. 3
    Plan #504 · 8,612 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Whole Foods Market, Inc.. Open one for its full reported snapshot.

  1. 2023
    Whole Foods Market, Inc. Group Benefit Plan103,895 participants · 2No schedules
    View filing →
  2. 2023
    Whole Foods Market Growing Your Future 401(K) Plan125,303 participants · 2Sch HSch C
    View filing →
  3. 2023
    Whole Foods Market, Inc. Occupational Injury Benefit Plan8,612 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Whole Foods Market, Inc. report on Form 5500?
Whole Foods Market, Inc. (EIN 74-1989366) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Whole Foods Market, Inc.?
The Employer Identification Number (EIN) reported for Whole Foods Market, Inc. is 74-1989366.
What is the latest Form 5500 filing year for Whole Foods Market, Inc.?
The latest loaded Form 5500 filing year for Whole Foods Market, Inc. is 2023.

Related Form 5500 pages