401(k) · DOL Form 5500 · 2023

Costco Wholesale Corporation 401(k) Plan

Data updated 2026-08-11

$107M
Total assets
1,548
Participants
92nd
Percentile by assets
$69,087
Avg per participant
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Official DOL plan name: Costco Puerto Rico Retirement Plan · Sponsored by Costco Wholesale Corporation · Washington · Retail Trade

$107M in assets, 1,548 participants

Costco Wholesale Corporation's Costco Puerto Rico Retirement Plan reported $107M in total assets and 1,548 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • 92nd percentile by assets (of 127,072 plans)
  • #8,020 in Retail Trade (8,414 peers)

Where Costco Puerto Rico Retirement Plan sits by assets

Costco Puerto Rico Retirement Plan sits in the top 10% of all filed plans by assets, $107M for 1,548 participants (~$69,087/participant), up 26.5% in 2023.

$107M
total plan assets (2023 EOY)
1,548
covered participants
92nd
percentile by assets (of 127,072 plans)
$69,087
avg assets per participant

Where Costco Puerto Rico Retirement Plan sits by total assets

Costco Puerto Rico Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$106,946,991 Top 8% higher than 92% of 127,068 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 2023

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Costco Puerto Rico Retirement Plan reported net income rose from -$19M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Costco Puerto Rico Retirement Plan end-of-year assets rose from $85M in the plan year 2022 filing to $107M in the plan year 2023 filing.
  • Costco Puerto Rico Retirement Plan reported participants fell from 1,595 in the plan year 2022 filing to 1,548 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Washington
Industry
Retail Trade

Costco Puerto Rico Retirement Plan vs the 2023 asset distribution

By assets, Costco Puerto Rico Retirement Plan outranks 92% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.1x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$85M
Net Assets (End of Year)$107M
Net Income$22M
Employer EIN911223280
Plan Effective Date2001-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Costco Wholesale Corporation)

$20B$25B$30B$35B$40B$45B 202220232024 $26B $41.1B ▲ +58.2%
Total plan assets by year, all Costco Wholesale Corporation plans on file
Year Plans Participants Total Assets
2022 2 183,100 $26.0B
2023 2 194,292 $33.5B
2024 2 203,973 $41.1B

Nearby 401(k) Plans in Washington

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Costco Puerto Rico Retirement Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Costco Puerto Rico R…, Total assets ($B): 0.106946991 · Participants: 1548Costco Puerto Rico R…The Boeing Company 4…, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 4…Microsoft Corporatio…, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporatio…Costco 401(k) Retire…, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retire…T-Mobile USA, Inc. 4…, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 4…401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Costco Puerto Rico Retirement Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Costco Puerto Rico Retirement Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

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

Frequently Asked Questions

How did Costco Puerto Rico Retirement Plan assets move in 2023? ▼
Costco Puerto Rico Retirement Plan grew sharply - up 26.5% during 2023, from $85M to $107M. Reported net income was $22M.
How have Costco Wholesale Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Costco Wholesale Corporation's sponsor-wide assets grew 58.3%, from $26.0B to $41.1B.
Where does Costco Puerto Rico Retirement Plan rank by assets among Form 5500 filers? ▼
Costco Puerto Rico Retirement Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Costco Puerto Rico Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Keker, Van Nest & Peters LLP Retirement Plan in CA ($107M, 127 participants).

Next read for Costco Puerto Rico Retirement Plan

Scale reading

Ways to act on Costco Puerto Rico Retirement Plan's numbers.

  • By total assets, Costco Puerto Rico Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Washington. Compare plans
  • Costco Wholesale Corporation's sponsor-wide assets have grown 58.3% since 2022 across 3 plan years on file. More Retail Trade plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 911223280.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.