401(k) · DOL Form 5500 · 2022

Walmart Inc. 401(k) Plan

Data updated 2026-08-11

$113M
Total assets
11,611
Participants
93rd
Percentile by assets
$9,697
Avg per participant
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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.

  • 93rd percentile by assets (of 139,126 plans)
  • #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.

$113M
total plan assets (2022 EOY)
11,611
covered participants
93rd
percentile by assets (of 139,126 plans)
$9,697
avg assets per participant

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.

Where Walmart Puerto Rico 401(k) Plan sits 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

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

State
Industry

Participants vs Arkansas filers

In Arkansas, the average filing covers about 2,784 participants across 760 plans. Walmart Puerto Rico 401(k) Plan reports 11,611 participants - 4.2x that state average ($113M EOY assets).

Arkansas filing particulars

Total Assets (Beginning of Year)$149M
Net Assets (End of Year)$113M
Net Income-$36M
Employer EIN710415188
Plan Effective Date1997-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Walmart Inc.)

$35B$40B$45B$50B$55B 202220232024 $36.9B $51B ▲ +38.3%
Total plan assets by year, all Walmart Inc. plans on file
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 Puerto Rico 401(k) Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants

Walmart Puerto Rico 401(k) Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants Scatter plot of 6 data points. -5000000500000100000015000002000000 -10010203040 Total assets ($B) Participants Walmart Puerto Rico …Walmart 401(k) PlanTyson Foods, Inc. Re…Dillard's, Inc. Inve…J.B. Hunt Transport …Windstream 401(k) Plan
Walmart Puerto Rico 401(k) Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants

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:

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Walmart Puerto Rico 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Walmart Puerto Rico 401(k) Plan assets move in 2022?
Walmart Puerto Rico 401(k) Plan declined sharply - down 24.2% during 2022, from $149M to $113M. Reported net income was -$36M.
How have Walmart Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Walmart Inc.'s sponsor-wide assets grew 38.3%, from $36.9B to $51.0B.
Where does Walmart Puerto Rico 401(k) Plan rank by assets among Form 5500 filers?
Walmart Puerto Rico 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Walmart Puerto Rico 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is E. D. & F. Man Holdings, Inc. Savings & Investment Plan in LA ($113M, 797 participants).

Next read for Walmart Puerto Rico 401(k) Plan

Filing takeaways

Ways to act on Walmart Puerto Rico 401(k) Plan's numbers.