Plan5500

Costco Puerto Rico Retirement Plan — Form 5500 plan (Costco Wholesale 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, Costco Puerto Rico Retirement Plan is a benefit plan reported by Costco Wholesale Corporation under EIN 91-1223280 and plan number 005. The latest loaded filing year is 2023. The filing reports 1,661 participants and $106,946,991 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Costco Wholesale Corporation
EIN
91-1223280
Plan number
005
Plan type
2
Location
Issaquah, WA
Latest filing year
2023
Participants
1,661
End-of-year plan assets
$106,946,991

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,661H, C20240801120658NAL0015171539001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$106,946,991
Total liabilities (EOY)
$0
Net assets (EOY)
$106,946,991
Net assets (BOY)
$84,573,485

Income & contributions

Employer contributions
$5,041,535
Participant contributions
$5,835,250
Total contributions
$10,876,785
Total income / additions
$25,939,697

Expenses & distributions

Benefits paid
$3,552,214
Administrative expenses
$13,977
Total expenses
$3,566,191
Net increase / (decrease)
$22,373,506

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T Rowe Price Rps IncNONE$14,155$02023

Related Form 5500 pages