401(k) · DOL Form 5500 · 2022
Trader Joe's Company 401(k) Plan
Data updated 2026-08-25
- $2.4B
- Total assets Very large vs avg
- 50,462
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $47,485
- Avg per participant Low balance/head
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.
- #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.
- #9,488
- in Retail Trade (9,519 peers)
- -13.9%
- assets change YoY
- 24×
- vs typical plan assets (national mean)
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.
Trader Joe's Company Retirement Plan's outsized position by total assets
Trader Joe's Company Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,396,191,704 Highest reported value at or above every one 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
Trader Joe's Company Retirement 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. Trader Joe's Company Retirement Plan is a mega filing (50,462 participants), the rightmost band on the breakdown.
Published 5500 schedule card
Filing strip 951987958 · Trader Joe's Company PY 2022 · 401(k)
Trader Joe's Company Retirement Plan · $2.4B · 50,462 · 100th
- BOOK $2.4B
- VS-ST 50,462
- BOY 100th
- SCH 401(k)
- EBSA near Texas Health 401(k) Retirement Plan
- PART ind #9488
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 California →
Trader Joe's Company Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Trader Joe's Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $3.2B 33.65503993915839% vs 2022
- 2024 filing year
| 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.
- 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)
Trader Joe's Company Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Texas Health 401(k) Retirement Plan in TX ($2.4B); by covered participants it is Savings Plan for Employees and Partners of Pricewatercoopers LLP in FL (50,354 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.4B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (50,462 participants); asset peers above are excluded.
- Savings Plan for Employees and Partners of Pricewatercoopers LLP (FL) 50,354 · 108 off
- Southwest Airlines Co. 401(k) Plan (TX) 50,590 · 128 off
- Banner Health Employees 401(k) Plan (AZ) 50,602 · 140 off
- Tcs 401(k) Plan (NJ) 50,322 · 140 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.