401(k) · DOL Form 5500 · 2022
Dollar Tree, Inc. 401(k) Plan
Data updated 2026-08-25
- $779M
- Total assets Above avg plan size
- 120,749
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $6,450
- Avg per participant Low balance/head
Official DOL plan name: Dollar Tree Retirement Savings Plan · Sponsored by Dollar Tree, Inc. · Virginia · Retail Trade
$779M in assets, 120,749 participants
Dollar Tree, Inc.'s Dollar Tree Retirement Savings Plan reported $779M in total assets and 120,749 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #9,435 in Retail Trade (9,519 peers)
Coverage in Virginia
Dollar Tree Retirement Savings Plan covers 120,749 participants in Virginia, 154x the typical Virginia plan (state average ~782 per filing). Assets: $779M.
- #9,435
- in Retail Trade (9,519 peers)
- -18.9%
- assets change YoY
- 7.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $182M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Dollar Tree Retirement Savings Plan's outsized position by total assets
Dollar Tree Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$778,821,100 Top 1% higher than 99% 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
Dollar Tree Retirement Savings 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. Dollar Tree Retirement Savings Plan is a mega filing (120,749 participants), the rightmost band on the breakdown.
Published 5500 schedule card
Filing strip 262018846 · Dollar Tree, Inc. PY 2022 · 401(k)
Dollar Tree Retirement Savings Plan · $779M · 120,749 · 99th
- SCH $779M
- EBSA 120,749
- PART 99th
- TYPE 401(k)
- NET near Sunbelt Rentals, Inc. Retirement Savings Plan
- BOOK ind #9435
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 Virginia →
Dollar Tree Retirement Savings Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $961M |
|---|---|
| Net Assets (End of Year) | $779M |
| Net Income | -$182M |
| Employer EIN | 262018846 |
| Plan Effective Date | 1975-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Dollar Tree, Inc.)
Sponsor-wide plan assets over time
All Dollar Tree, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $979M 25.719719586436472% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 120,749 | $779M |
| 2023 | 1 | 89,133 | $891M |
| 2024 | 1 | 76,875 | $979M |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $32.6B · 92,420
- 401(k) Pension Plan $13.0B · 61,481
- General Dynamics Corporation 401(k) Plan 6.0 $9.6B · 36,822
- Leidos, Inc. Retirement Plan $8.7B · 26,125
- Bae Systems Employees' Savings and Investment Plan $8.2B · 31,556
Scale composition for Dollar Tree Retirement Savings Plan
Dollar Tree Retirement Savings Plan reports $779M in end-of-year assets across 120,749 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.13% of 93,925,755 covered participants) - about $6,450 per participant (5% of the national average assets-per-participant) . Net income for plan year 2022 was -$182M.
This plan identity (EIN 262018846, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $779M to $979M (+25.7%) while covered participants moved from 120,749 to 76,875 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 120,749 | $779M | This page |
| 2023 | 89,133 | $891M | Open filing |
| 2024 · index core | 76,875 | $979M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Dollar Tree Retirement Savings Plan (401(k), $979M, 76,875 participants)
Dollar Tree Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Sunbelt Rentals, Inc. Retirement Savings Plan in SC ($779M); by covered participants it is The Boeing Company 401(k) Retirement Plan in WA (118,434 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($779M here).
- Sunbelt Rentals, Inc. Retirement Savings Plan (SC) $779M · 13,915
- Stv Retirement Plan (PA) $778M · 2,166
- Sri International Basic Retirement Plan (CA) $778M · 1,545
- Cuna Mutual 401(k) Plan for Non-Represented Employees (WI) $780M · 2,881
Similar participant headcount
Nearest other-state filings by covered participants (120,749 participants); asset peers above are excluded.
- The Boeing Company 401(k) Retirement Plan (WA) 118,434 · 2,315 off
- Macys Inc 401(k) Retirement Investment Plan (OH) 117,463 · 3,286 off
- The Kroger Co. 401(k) Retirement Savings Account Plan (OH) 116,133 · 4,616 off
- Kelly Retirement Savings Plan (MI) 113,468 · 7,281 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.