401(k) · DOL Form 5500 · 2023
Dollar Tree, Inc. 401(k) Plan
Data updated 2026-08-11
- $891M
- Total assets
- 89,133
- Participants
- 98th
- Percentile by assets
- $9,992
- Avg per participant
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.
- 98th percentile by assets (of 127,072 plans)
- #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.
- $891M
- total plan assets (2023 EOY)
- 89,133
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $9,992
- avg assets per participant
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.
Participants vs Virginia filers
In Virginia, the average filing covers about 782 participants across 3,655 plans. Dollar Tree Retirement Savings Plan reports 89,133 participants - 114x that state average ($891M EOY assets).
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.)
| 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.
Dollar Tree Retirement Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
- 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Dollar Tree Retirement Savings Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Dollar Tree Retirement Savings Plan assets move in 2023? ▼
How have Dollar Tree, Inc. plan assets changed over time? ▼
Where does Dollar Tree Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Dollar Tree Retirement Savings Plan? ▼
Next read for Dollar Tree Retirement Savings Plan
Filing takeaways
Ways to act on Dollar Tree Retirement Savings Plan's numbers.
- By total assets, Dollar Tree Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Virginia. Compare plans
- Dollar Tree, Inc.'s sponsor-wide assets have grown 25.7% since 2022 across 3 plan years on file. More Retail Trade plans