401(k) · DOL Form 5500 · 2022
Costco Wholesale Corporation 401(k) Plan
Data updated 2026-08-25
- $85M
- Total assets Below avg plan size
- 1,595
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $53,024
- Avg per participant Low balance/head
Official DOL plan name: Costco Puerto Rico Retirement Plan · Sponsored by Costco Wholesale Corporation · Washington · Retail Trade
$85M in assets, 1,595 participants
Costco Wholesale Corporation's Costco Puerto Rico Retirement Plan reported $85M in total assets and 1,595 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #9,093 in Retail Trade (9,519 peers)
Where Costco Puerto Rico Retirement Plan sits by assets
Costco Puerto Rico Retirement Plan sits in the top 10% of all filed plans by assets, $85M for 1,595 participants (~$53,024/participant), down 18.5% in 2022.
- #9,093
- in Retail Trade (9,519 peers)
- -18.5%
- assets change YoY
- 0.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $19M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Costco Puerto Rico Retirement Plan's outsized position by total assets
Costco Puerto Rico Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$84,573,485 Top 8% higher than 92% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Costco Puerto Rico Retirement Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Costco Puerto Rico Retirement Plan lands in the large band (1,595 participants).
Plan-year Form 5500 strip
Filing strip 911223280 · Costco Wholesale Corporation PY 2022 · 401(k)
Costco Puerto Rico Retirement Plan · $85M · 1,595 · 92nd
- TYPE $85M
- TYPE 1,595
- TYPE 92nd
- TYPE 401(k)
- TYPE near Smtbusa 401(k) Plan
- TYPE ind #9093
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Retail Trade retirement plans → · Plans in Washington →
Costco Puerto Rico Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $104M |
|---|---|
| Net Assets (End of Year) | $85M |
| Net Income | -$19M |
| Employer EIN | 911223280 |
| Plan Effective Date | 2001-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Costco Wholesale Corporation)
Sponsor-wide plan assets over time
All Costco Wholesale Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $41.1B 58.26330007602728% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 183,100 | $26.0B |
| 2023 | 2 | 194,292 | $33.5B |
| 2024 | 2 | 203,973 | $41.1B |
Nearby 401(k) Plans in Washington
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Boeing Company 401(k) Retirement Plan $63.5B · 118,434
- Microsoft Corporation Savings Plus 401(k) Plan $39.6B · 109,797
- Costco 401(k) Retirement Plan $25.9B · 181,505
- Amazon 401(k) Plan $17.7B · 1,230,308
- T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust $7.3B · 75,797
Costco Puerto Rico Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Washington, the nearest 401(k) by assets is Smtbusa 401(k) Plan in NJ ($85M); by covered participants it is Plumbers Pipefitters & Mechanical Equipment Service Local Union No. 392 Supplemental Retirement Plan in OH (1,595 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($85M here).
- Smtbusa 401(k) Plan (NJ) $85M · 199
- Taco, Inc. Profit Sharing & 401(k) Plan (RI) $85M · 526
- Ivoclar Vivadent, Inc. 401(k) Retirement Plan (NY) $85M · 515
- Gemini, Incorporated Profit Sharing Plan (MN) $85M · 809
Similar participant headcount
Nearest other-state filings by covered participants (1,595 participants); asset peers above are excluded.
- Plumbers Pipefitters & Mechanical Equipment Service Local Union No. 392 Supplemental Retirement Plan (OH) 1,595 · 0 off
- Detroit Entertainment, L.L.C. Profit Sharing and 401(k) Plan (MI) 1,595 · 0 off
- Osi Industries, LLC Profit Sharing and Employees Savings Plan (IL) 1,595 · 0 off
- Liberty Diversified International, Inc. Retirement Plan (MN) 1,595 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.