401(k) · DOL Form 5500 · 2022
Walmart Inc. 401(k) Plan
Data updated 2026-08-25
- $113M
- Total assets Near avg plan size
- 11,611
- Participants Very large workforce
- 93rd
- Percentile by assets National rank
- $9,697
- Avg per participant Low balance/head
Official DOL plan name: Walmart Puerto Rico 401(k) Plan · Sponsored by Walmart Inc. · Arkansas · Retail Trade
$113M in assets, 11,611 participants
Walmart Inc.'s Walmart Puerto Rico 401(k) Plan reported $113M in total assets and 11,611 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- #9,171 in Retail Trade (9,519 peers)
Coverage in Arkansas
Walmart Puerto Rico 401(k) Plan covers 11,611 participants in Arkansas, 4.2x the typical Arkansas plan (state average ~2,784 per filing). Assets: $113M.
- #9,171
- in Retail Trade (9,519 peers)
- -24.2%
- assets change YoY
- 1.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $36M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Walmart Puerto Rico 401(k) Plan's outsized position by total assets
Walmart Puerto Rico 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$112,590,038 Top 7% higher than 93% 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
Walmart Puerto Rico 401(k) Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Walmart Puerto Rico 401(k) Plan is a mega filing (11,611 participants), the rightmost band on the breakdown.
EBSA filing schedule strip
Filing strip 710415188 · Walmart Inc. PY 2022 · 401(k)
Walmart Puerto Rico 401(k) Plan · $113M · 11,611 · 93rd
- PCT $113M
- EIN 11,611
- RANK 93rd
- PHOTO 401(k)
- IND near E. D. & F. Man Holdings, Inc. Savings & Investment Plan
- EOY ind #9171
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 Arkansas →
Walmart Puerto Rico 401(k) Plan in the asset neighbourhood
Arkansas filing particulars
| Total Assets (Beginning of Year) | $149M |
|---|---|
| Net Assets (End of Year) | $113M |
| Net Income | -$36M |
| Employer EIN | 710415188 |
| Plan Effective Date | 1997-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Walmart Inc.)
Sponsor-wide plan assets over time
All Walmart Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $51.0B 38.27859845408385% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 1,699,758 | $36.9B |
| 2023 | 3 | 1,622,263 | $41.7B |
| 2024 | 3 | 1,647,043 | $51.0B |
Nearby 401(k) Plans in Arkansas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Walmart 401(k) Plan $36.7B · 1,687,830
- Tyson Foods, Inc. Retirement Savings Plan $3.2B · 109,234
- Dillard's, Inc. Investment & Employee Stock Ownership Plan $2.4B · 30,577
- J.B. Hunt Transport Services, Inc. Employee Retirement Plan $1.1B · 34,174
- Windstream 401(k) Plan $1.1B · 10,984
Scale composition for Walmart Puerto Rico 401(k) Plan
Walmart Puerto Rico 401(k) Plan reports $113M in end-of-year assets across 11,611 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $9,697 per participant (7% of the national average assets-per-participant) . Net income for plan year 2022 was -$36M.
This plan identity (EIN 710415188, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $113M to $180M (+60.0%) while covered participants moved from 11,611 to 10,907 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 11,611 | $113M | This page |
| 2023 | 10,789 | $139M | Open filing |
| 2024 · index core | 10,907 | $180M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Walmart 401(k) Plan (401(k), $50.8B, 1,635,899 participants)
- Walmart Puerto Rico 401(k) Plan (401(k), $180M, 10,907 participants)
Walmart Puerto Rico 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Arkansas, the nearest 401(k) by assets is E. D. & F. Man Holdings, Inc. Savings & Investment Plan in LA ($113M); by covered participants it is Saia Motor Freight Line, LLC 401(k) Plan in GA (11,619 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($113M here).
- E. D. & F. Man Holdings, Inc. Savings & Investment Plan (LA) $113M · 797
- Dmt Solutions Global Corporation Retirement Plan (CT) $113M · 955
- Apfs 401(k) Plan (IL) $113M · 6,319
- Inteva Products, LLC Salaried Employees' Savings and Retirement Plan (MI) $113M · 665
Similar participant headcount
Nearest other-state filings by covered participants (11,611 participants); asset peers above are excluded.
- Saia Motor Freight Line, LLC 401(k) Plan (GA) 11,619 · 8 off
- Savings Plan of Entergy Corporation and Subsidiaries (LA) 11,580 · 31 off
- Nutrien 401(k) Retirement Plan (CO) 11,560 · 51 off
- Carrier Retirement Savings Plan (FL) 11,673 · 62 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.