2023 Form 5500 filing — Dollar Tree Retirement Savings 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 20240918102751NAL0002468307001) for Dollar Tree Retirement Savings Plan, reported by Dollar Tree, Inc. under EIN 26-2018846 and plan number 001. It reports 96,302 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918102751NAL0002468307001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dollar Tree, Inc.
- EIN
- 26-2018846
- Plan number
- 001
- Location
- Chesapeake, VA
- Participants
- 96,302
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $890,613,146
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $890,613,146
- Employer contributions
- $35,429,719
- Participant contributions
- $55,495,639
- Total income / additions
- $227,202,085
- Benefits paid
- $113,143,373
- Administrative expenses
- $1,822,923
- Total expenses
- $115,410,039
- Net increase / (decrease)
- $111,792,046
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $1,690,248 | $0 |
| Mercer (Us) Inc Mercer Investments | NONE | $129,375 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | NONE | $3,300 | not reported in the loaded dataset |