2023 Form 5500 filing — Bj'S Wholesale Club, Inc. 401(K) 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 20240930152836NAL0002730211001) for Bj'S Wholesale Club, Inc. 401(K) Savings Plan, reported by Bj'S Wholesale Club Inc under EIN 04-3360747 and plan number 001. It reports 7,850 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930152836NAL0002730211001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bj'S Wholesale Club Inc
- EIN
- 04-3360747
- Plan number
- 001
- Location
- Marlborough, MA
- Participants
- 7,850
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $584,534,640
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $584,534,640
- Employer contributions
- $14,495,615
- Participant contributions
- $44,553,294
- Total income / additions
- $157,213,722
- Benefits paid
- $60,753,343
- Administrative expenses
- $739,285
- Total expenses
- $61,564,556
- Net increase / (decrease)
- $95,649,166
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $624,782 | $0 |
| Rocaton Investment Advisors LLC | INVESTMENT ADVISOR | $62,188 | not reported in the loaded dataset |
| Clifton Larson Allen Llp | ACCOUNTANT/AUDITOR | $52,300 | not reported in the loaded dataset |