2023 Form 5500 filing — Walmart 401(K) 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 20241017130927NAL0016357411001) for Walmart 401(K) Plan, reported by Walmart Inc. under EIN 71-0415188 and plan number 003. It reports 1,881,721 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241017130927NAL0016357411001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Walmart Inc.
- EIN
- 71-0415188
- Plan number
- 003
- Location
- Bentonville, AR
- Participants
- 1,881,721
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,538,754,799
- Total liabilities (EOY)
- $33,901,917
- Net assets (EOY)
- $41,504,852,882
- Employer contributions
- $1,586,359,465
- Participant contributions
- $2,232,685,240
- Total income / additions
- $8,262,495,805
- Benefits paid
- $3,418,174,241
- Administrative expenses
- $33,503,939
- Total expenses
- $3,451,678,180
- Net increase / (decrease)
- $4,810,817,625
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner Smith I | not reported in the loaded dataset | $21,215,161 | not reported in the loaded dataset |
| Blackrock Institutional Trust Co Na | not reported in the loaded dataset | $3,238,728 | not reported in the loaded dataset |
| Loomis Sayles | not reported in the loaded dataset | $1,870,243 | not reported in the loaded dataset |
| Vaughan Nelson Investment Mgmt | not reported in the loaded dataset | $1,572,233 | not reported in the loaded dataset |
| Nuveen Asset Management | not reported in the loaded dataset | $1,387,005 | not reported in the loaded dataset |
| D.F. Dent And Company, Inc. | not reported in the loaded dataset | $1,284,214 | not reported in the loaded dataset |
| Rice Hall James & Associates, LLC | not reported in the loaded dataset | $954,368 | not reported in the loaded dataset |
| Northern Trust Company | not reported in the loaded dataset | $849,359 | not reported in the loaded dataset |
| Jp Morgan Investment Management Inc | not reported in the loaded dataset | $358,880 | not reported in the loaded dataset |
| Wellington Trust Company, N.A. | not reported in the loaded dataset | $353,929 | not reported in the loaded dataset |
| Meketa Investment Group | not reported in the loaded dataset | $253,725 | not reported in the loaded dataset |
| Mercer | not reported in the loaded dataset | $158,450 | not reported in the loaded dataset |
| American Depository Receipt | not reported in the loaded dataset | $7,644 | not reported in the loaded dataset |