401(k) · DOL Form 5500 · 2022
Trader Joe's Company 401(k) Plan
Data updated 2026-08-11
- $2.4B
- Total assets
- 50,462
- Participants
- 100th
- Percentile by assets
- $47,485
- Avg per participant
Official DOL plan name: Trader Joe's Company Retirement Plan · Sponsored by Trader Joe's Company · California · Retail Trade
$2.4B in assets, 50,462 participants
Trader Joe's Company's Trader Joe's Company Retirement Plan reported $2.4B in total assets and 50,462 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- 100th percentile by assets (of 139,126 plans)
- #9,488 in Retail Trade (9,519 peers)
Coverage in California
Trader Joe's Company Retirement Plan covers 50,462 participants in California, 80x the typical California plan (state average ~630 per filing). Assets: $2.4B.
- $2.4B
- total plan assets (2022 EOY)
- 50,462
- covered participants
- 100th
- percentile by assets (of 139,126 plans)
- $47,485
- avg assets per participant
The plan reported a net loss of $387M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Trader Joe's Company Retirement Plan reports 50,462 participants - 80x that state average ($2.4B EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $2.8B |
|---|---|
| Net Assets (End of Year) | $2.4B |
| Net Income | -$387M |
| Employer EIN | 951987958 |
| Plan Effective Date | 1965-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trader Joe's Company)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 50,462 | $2.4B |
| 2023 | 1 | 57,617 | $2.8B |
| 2024 | 1 | 63,666 | $3.2B |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Trader Joe's Company Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Scale composition for Trader Joe's Company Retirement Plan
Trader Joe's Company Retirement Plan reports $2.4B in end-of-year assets across 50,462 participants (0.019% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.054% of 93,925,755 covered participants) - about $47,485 per participant (34% of the national average assets-per-participant) . Net income for plan year 2022 was -$387M.
This plan identity (EIN 951987958, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.4B to $3.2B (+33.7%) while covered participants moved from 50,462 to 63,666 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 50,462 | $2.4B | This page |
| 2023 | 57,617 | $2.8B | Open filing |
| 2024 · index core | 63,666 | $3.2B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Trader Joe's Company Retirement Plan (401(k), $3.2B, 63,666 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Trader Joe's Company Retirement Plan by total assets, not by location.
- Texas Health 401(k) Retirement Plan (TX) $2.4B · 25,510
- Nm Employee Savings Plan (WI) $2.4B · 7,423
- Air Products & Chemicals, Inc. Retirement Savings Plan (PA) $2.4B · 5,374
- Hitachi Employee 401(k) Retirement Plan (NY) $2.4B · 5,621
Frequently Asked Questions
How did Trader Joe's Company Retirement Plan assets move in 2022? ▼
How have Trader Joe's Company plan assets changed over time? ▼
Where does Trader Joe's Company Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Trader Joe's Company Retirement Plan? ▼
Next read for Trader Joe's Company Retirement Plan
Filing takeaways
Ways to act on Trader Joe's Company Retirement Plan's numbers.
- By total assets, Trader Joe's Company Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Trader Joe's Company's sponsor-wide assets have grown 33.7% since 2022 across 3 plan years on file. More Retail Trade plans