2023 Form 5500 filing — Costco 401k Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240805154453NAL0000823779001) for Costco 401k Retirement Plan, reported by Costco Wholesale Corporation under EIN 91-1223280 and plan number 002. It reports 237,896 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240805154453NAL0000823779001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Costco Wholesale Corporation
- EIN
- 91-1223280
- Plan number
- 002
- Location
- Issaquah, WA
- Participants
- 237,896
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,384,845,813
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,384,845,813
- Employer contributions
- $644,916,236
- Participant contributions
- $1,010,957,643
- Total income / additions
- $9,264,025,413
- Benefits paid
- $1,776,974,186
- Administrative expenses
- $5,272,531
- Total expenses
- $1,792,142,072
- Net increase / (decrease)
- $7,471,883,341
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $5,183,690 | $0 |
| Mondress Monaco Parr Lockwood Pllc | NONE | $88,841 | not reported in the loaded dataset |