401(k) · DOL Form 5500 · 2023

Lululemon Athletica Inc. 401(k) Plan

Data updated 2026-08-25

$168M
Total assets Near avg plan size
15,491
Participants Very large workforce
94th
Percentile by assets National rank
$10,817
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lululemon Savings Plan · Sponsored by Lululemon Athletica Inc. · Delaware · Retail Trade

$168M in assets, 15,491 participants

Lululemon Athletica Inc.'s Lululemon Savings Plan reported $168M in total assets and 15,491 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #8,134 in Retail Trade (8,414 peers)

Coverage in Delaware

Lululemon Savings Plan covers 15,491 participants in Delaware, 29x the typical Delaware plan (state average ~536 per filing). Assets: $168M.

#8,134
in Retail Trade (8,414 peers)
+51.4%
assets growth YoY
1.7×
vs typical plan assets (national mean)

Lululemon Savings Plan's outsized position by total assets

Lululemon Savings Plan vs every filed plan by assets

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

$167,565,150 Top 6% higher than 94% 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

Lululemon 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. Lululemon Savings Plan is a mega filing (15,491 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lululemon Savings Plan reported net income rose from $4M in the plan year 2022 filing to $57M in the plan year 2023 filing.
  • Lululemon Savings Plan end-of-year assets rose from $111M in the plan year 2022 filing to $168M in the plan year 2023 filing.
  • Lululemon Savings Plan reported participants rose from 13,125 in the plan year 2022 filing to 15,491 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 203842867 · Lululemon Athletica Inc. PY 2023 · 401(k)

Lululemon Savings Plan · $168M · 15,491 · 94th

  • TYPE $168M
  • TYPE 15,491
  • TYPE 94th
  • TYPE 401(k)
  • TYPE near Indicor Retirement Savings Plan 103
  • TYPE ind #8134

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 Delaware →

Lululemon Savings Plan in the asset neighbourhood

Indicor Retirement Savings Plan 103Indicor Retirement Savings P…$168MLululemon Savings Plan$168MGeorgia System Operations Corporation Retirement PlanGeorgia System Operations Co…$168MKaiser Aluminum Investments Company Hourly Savings and Investment PlanKaiser Aluminum Investments …$167MPark Dental Partners 401(k) PlanPark Dental Partners 401(k) …$167M
End-of-year total assets ($M) among Lululemon Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Delaware filing particulars

Total Assets (Beginning of Year)$111M
Net Assets (End of Year)$167M
Net Income$57M
Employer EIN203842867
Plan Effective Date2016-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lululemon Athletica Inc.)

Sponsor-wide plan assets over time

All Lululemon Athletica Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$219M 98.02980856286946% vs 2022
2024 filing year
$50M$100M$150M$200M$250M 202220232024 $111M $219M ▲ +98.0%
Year Plans Participants Total Assets
2022 1 13,125 $111M
2023 1 15,491 $168M
2024 1 16,949 $219M

Nearby 401(k) Plans in Delaware

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

Lululemon Savings Plan vs. nearby 401(k) plans in Delaware, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 -202468 Total assets ($B) Participants Lululemon Savings Plan, Total assets ($B): 0.16756515 · Participants: 15491Lululemon Savings PlanAstrazeneca Savings and Security Plan, Total assets ($B): 7.59933241 · Participants: 13734Astrazeneca Savings and Security PlanRetirement Savings Plan, Total assets ($B): 6.839304585 · Participants: 9968Retirement Savings PlanDupont Retirement Savings Plan, Total assets ($B): 3.237107237 · Participants: 9918Dupont Retirement Savings PlanWl Gore & Associates, Inc. 401(k) Plan, Total assets ($B): 1.797467724 · Participants: 8557Wl Gore & Associates, Inc. 401(k) PlanAshland Employee Savings Plan, Total assets ($B): 1.267144025 · Participants: 1647Ashland Employee Savings Plan
Lululemon Savings Plan vs. nearby 401(k) plans in Delaware, assets vs. participants
Compare Lululemon Savings Plan side-by-side with 3 peers →

Scale composition for Lululemon Savings Plan

Lululemon Savings Plan reports $168M in end-of-year assets across 15,491 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.016% of 93,925,755 covered participants) - about $10,817 per participant (8% of the national average assets-per-participant) . Net income for plan year 2023 was $57M.

This plan identity (EIN 203842867, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $111M to $219M (+98.0%) while covered participants moved from 13,125 to 16,949 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 13,125 $111M Open filing
2023 15,491 $168M This page
2024 · index core 16,949 $219M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Lululemon Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Delaware, the nearest 401(k) by assets is Indicor Retirement Savings Plan 103 in NC ($168M); by covered participants it is Hp Inc. 401(k) Plan in TX (15,497 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15,491 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 Lululemon Savings Plan assets move in 2023? ▼
Lululemon Savings Plan surged - up 51.4% during 2023, from $111M to $168M. Reported net income was $57M.
How have Lululemon Athletica Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lululemon Athletica Inc.'s sponsor-wide assets grew 98.0%, from $111M to $219M.
Where does Lululemon Savings Plan rank by assets among Form 5500 filers? ▼
Lululemon Savings Plan ranks in the 94th 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 Lululemon Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Indicor Retirement Savings Plan 103 in NC ($168M, 849 participants).
Which 401(k) plans cover a similar participant headcount to Lululemon Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hp Inc. 401(k) Plan in TX (15,497 participants, $9.7B 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 203842867.

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.