401(k) · DOL Form 5500 · 2023

Costco Wholesale Corporation 401(k) Plan

Data updated 2026-08-25

$107M
Total assets Near avg plan size
1,548
Participants Near avg headcount
92nd
Percentile by assets National rank
$69,087
Avg per participant Below avg balance/head
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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.

  • #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.

#8,020
in Retail Trade (8,414 peers)
+26.5%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Costco Puerto Rico Retirement Plan's outsized position 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 $2,050,000,000 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

Costco Puerto Rico Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Costco Puerto Rico Retirement Plan lands in the large band (1,548 participants).

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 →

EBSA filing schedule strip

Filing strip 911223280 · Costco Wholesale Corporation PY 2023 · 401(k)

Costco Puerto Rico Retirement Plan · $107M · 1,548 · 92nd

  • TYPE $107M
  • NET 1,548
  • BOOK 92nd
  • VS-ST 401(k)
  • BOY near Keker, Van Nest & Peters LLP Retirement Plan
  • SCH ind #8020

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 Washington →

Costco Puerto Rico Retirement Plan in the asset neighbourhood

Costco Puerto Rico Retirement PlanCostco Puerto Rico Retiremen…$107MKeker, Van Nest & Peters LLP Retirement PlanKeker, Van Nest & Peters LLP…$107MIcc Employees 401(k) Profit Sharing PlanIcc Employees 401(k) Profit …$107MThe Roetzel & Andress 401(k) PlanThe Roetzel & Andress 401(k)…$107MNorthgate Gonzalez Markets, Inc. 401(k) Retirement Savings PlanNorthgate Gonzalez Markets, …$107M
End-of-year total assets ($M) among Costco Puerto Rico Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Costco Wholesale Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$41.1B 58.26330007602728% vs 2022
2024 filing year
$20B$25B$30B$35B$40B$45B 202220232024 $26B $41.1B ▲ +58.2%
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 ($B) Participants Costco Puerto Rico Retirement Plan, Total assets ($B): 0.106946991 · Participants: 1548Costco Puerto Rico Retirement PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(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 →

Costco Puerto Rico Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Keker, Van Nest & Peters LLP Retirement Plan in CA ($107M); by covered participants it is Readerlink Distribution Services, LLC Retirement Savings Plan in IL (1,548 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,548 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which 401(k) plans cover a similar participant headcount to Costco Puerto Rico Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Readerlink Distribution Services, LLC Retirement Savings Plan in IL (1,548 participants, $103M in assets).

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.