Big Lots Savings Plan — Form 5500 plan (Big Lots, Inc.)
Plain-English plan 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, Big Lots Savings Plan is a benefit plan reported by Big Lots, Inc. under EIN 06-1119097 and plan number 002. The latest loaded filing year is 2023. The filing reports 26,056 participants and $333,569,111 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$333.4MPlan net assets, end of year$333,427,511
Participants26.1KCovered participants reported26,056
Assets / participant$12.8KComputed: assets ÷ participants$12,802 (computed)
Provider compensation$585.4K3 Schedule C provider row(s)$585,382
- Plan sponsor
- Big Lots, Inc.
- EIN
- 06-1119097
- Plan number
- 002
- Plan type
- 2
- Location
- Columbus, OH
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 26,056 | H, C | 20240716131058NAL0004492432001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$333.6M total assets
Net assets$333.4MLiabilities$141.6K
Full reported line items
Net assets
- Total assets (EOY)
- $333,569,111
- Total liabilities (EOY)
- $141,600
- Net assets (EOY)
- $333,427,511
- Net assets (BOY)
- $296,335,682
Income & contributions
- Employer contributions
- $8,596,689
- Participant contributions
- $18,431,980
- Total contributions
- $28,974,624
- Total income / additions
- $75,137,630
Expenses & distributions
- Benefits paid
- $37,463,111
- Administrative expenses
- $581,105
- Total expenses
- $38,045,801
- Net increase / (decrease)
- $37,091,829
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
32%68%
Employer 32%Participant 68%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income50%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $507,906 | $0 | 2023 |
| Cbiz Investment Advisory | INVESTMENT ADVISOR | $47,505 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $29,971 | not reported in the loaded dataset | 2023 |