Western Digital Corporation 401(K) Plan — Form 5500 plan (Western Digital Corporation)
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, Western Digital Corporation 401(K) Plan is a benefit plan reported by Western Digital Corporation under EIN 33-0956711 and plan number 003. The latest loaded filing year is 2023. The filing reports 11,697 participants and $2,224,615,107 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Western Digital Corporation
- EIN
- 33-0956711
- Plan number
- 003
- Plan type
- 2
- Location
- San Jose, CA
- Latest filing year
- 2023
- Participants
- 11,697
- End-of-year plan assets
- $2,224,615,107
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11,697 | H, C | 20240918111637NAL0009363154001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,224,615,107
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,224,615,107
- Net assets (BOY)
- $1,987,625,385
Income & contributions
- Employer contributions
- $4,602,018
- Participant contributions
- $100,129,160
- Total contributions
- $109,961,560
- Total income / additions
- $475,671,984
Expenses & distributions
- Benefits paid
- $237,266,926
- Administrative expenses
- $829,981
- Total expenses
- $238,682,262
- Net increase / (decrease)
- $236,989,722
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $451,101 | $0 | 2023 |
| Empower Advisory Group, LLC | NONE | $144,524 | not reported in the loaded dataset | 2023 |
| Aon Investments Usa Inc | NONE | $114,150 | not reported in the loaded dataset | 2023 |
| T. Rowe Price Retirement Plan Servi | NONE | $90,957 | not reported in the loaded dataset | 2023 |
| Moss Adams Llp | NONE | $28,350 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Western Digital Corporation
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Jose, CA
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Aon Investments Usa Inc — Schedule C compensation
- T. Rowe Price Retirement Plan Servi — Schedule C compensation
- Moss Adams Llp — Schedule C compensation