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, Costco 401k Retirement Plan is a benefit plan reported by Costco Wholesale Corporation under EIN 91-1223280 and plan number 002. The latest loaded filing year is 2023. The filing reports 237,896 participants and $33,384,845,813 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,384,845,813
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,384,845,813
- Net assets (BOY)
- $25,912,962,472
Income & contributions
- Employer contributions
- $644,916,236
- Participant contributions
- $1,010,957,643
- Total contributions
- $1,688,870,456
- Total income / additions
- $9,264,025,413
Expenses & distributions
- Benefits paid
- $1,776,974,186
- Administrative expenses
- $5,272,531
- Total expenses
- $1,792,142,072
- Net increase / (decrease)
- $7,471,883,341