401(k) · DOL Form 5500 · 2023
Dollar Tree, Inc. 401(k) Plan
Data updated 2026-08-25
- $891M
- Total assets Above avg plan size
- 89,133
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $9,992
- Avg per participant Low balance/head
Official DOL plan name: Dollar Tree Retirement Savings Plan · Sponsored by Dollar Tree, Inc. · Virginia · Retail Trade
$891M in assets, 89,133 participants
Dollar Tree, Inc.'s Dollar Tree Retirement Savings Plan reported $891M in total assets and 89,133 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #8,330 in Retail Trade (8,414 peers)
Coverage in Virginia
Dollar Tree Retirement Savings Plan covers 89,133 participants in Virginia, 114x the typical Virginia plan (state average ~782 per filing). Assets: $891M.
- #8,330
- in Retail Trade (8,414 peers)
- +14.4%
- assets growth YoY
- 8.9×
- vs typical plan assets (national mean)
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 2023 · DOL Form 5500
$890,613,146 Top 2% higher than 98% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Dollar Tree Retirement Savings Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dollar Tree Retirement Savings Plan is a mega filing (89,133 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Dollar Tree Retirement Savings Plan reported net income rose from -$182M in the plan year 2022 filing to $112M in the plan year 2023 filing.
- Dollar Tree Retirement Savings Plan reported participants fell from 120,749 in the plan year 2022 filing to 89,133 in the plan year 2023 filing.
- Dollar Tree Retirement Savings Plan end-of-year assets rose from $779M in the plan year 2022 filing to $891M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 262018846 · Dollar Tree, Inc. PY 2023 · 401(k)
Dollar Tree Retirement Savings Plan · $891M · 89,133 · 98th
- PCT $891M
- PCT 89,133
- PCT 98th
- PCT 401(k)
- PCT near Usg Corporation Investment Plan
- PCT ind #8330
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) | $779M |
|---|---|
| Net Assets (End of Year) | $891M |
| Net Income | $112M |
| 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 $36.2B · 97,987
- 401(k) Pension Plan $15.0B · 62,467
- General Dynamics Corporation 401(k) Plan 6.0 $11.2B · 48,860
- Leidos, Inc. Retirement Plan $10.6B · 27,043
- Bae Systems Employees' Savings and Investment Plan $9.4B · 31,681
Scale composition for Dollar Tree Retirement Savings Plan
Dollar Tree Retirement Savings Plan reports $891M in end-of-year assets across 89,133 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.095% of 93,925,755 covered participants) - about $9,992 per participant (7% of the national average assets-per-participant) . Net income for plan year 2023 was $112M.
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 | Open filing |
| 2023 | 89,133 | $891M | This page |
| 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 Usg Corporation Investment Plan in IL ($889M); by covered participants it is American Airlines, Inc. 401(k) Plan in TX (88,792 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($891M here).
- Usg Corporation Investment Plan (IL) $889M · 5,865
- Retirement Contribution and 403(b) Matching Plan of the University of Pennsylvania Health System (PA) $889M · 38,179
- Nationwide Children's Hospital, Inc. Defined Contribution Plan (OH) $893M · 11,625
- Dpr Construction Retirement Savings Plan (CA) $888M · 6,932
Similar participant headcount
Nearest other-state filings by covered participants (89,133 participants); asset peers above are excluded.
- American Airlines, Inc. 401(k) Plan (TX) 88,792 · 341 off
- Randstad North America 401(k) Plan (GA) 88,305 · 828 off
- Best Buy Retirement Savings Plan (MN) 88,147 · 986 off
- Source 4 Solutions LLC 401(k) Profit Sharing Plan & Trust (TN) 90,218 · 1,085 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.