401(k) · DOL Form 5500 · 2023
Whole Foods Market, Inc. 401(k) Plan
Data updated 2026-08-25
- $2.1B
- Total assets Very large vs avg
- 100,700
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $20,431
- Avg per participant Low balance/head
Official DOL plan name: Whole Foods Market Growing Your Future 401(k) Plan · Sponsored by Whole Foods Market, Inc. · Texas · Retail Trade
$2.1B in assets, 100,700 participants
Whole Foods Market, Inc.'s Whole Foods Market Growing Your Future 401(k) Plan reported $2.1B in total assets and 100,700 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- #8,379 in Retail Trade (8,414 peers)
Coverage in Texas
Whole Foods Market Growing Your Future 401(k) Plan covers 100,700 participants in Texas, 146x the typical Texas plan (state average ~688 per filing). Assets: $2.1B.
- #8,379
- in Retail Trade (8,414 peers)
- +22.3%
- assets growth YoY
- 21×
- vs typical plan assets (national mean)
Whole Foods Market Growing Your Future 401(k) Plan's outsized position by total assets
Whole Foods Market Growing Your Future 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,057,442,632 Top 1% higher than 99% 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
Whole Foods Market Growing Your Future 401(k) 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. Whole Foods Market Growing Your Future 401(k) Plan is a mega filing (100,700 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Whole Foods Market Growing Your Future 401(k) Plan reported net income rose from -$267M in the plan year 2022 filing to $375M in the plan year 2023 filing.
- Whole Foods Market Growing Your Future 401(k) Plan end-of-year assets rose from $1.7B in the plan year 2022 filing to $2.1B in the plan year 2023 filing.
- Whole Foods Market Growing Your Future 401(k) Plan reported participants rose from 89,691 in the plan year 2022 filing to 100,700 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 741989366 · Whole Foods Market, Inc. PY 2023 · 401(k)
Whole Foods Market Growing Your Future 401(k) Plan · $2.1B · 100,700 · 99th
- SCH $2.1B
- SCH 100,700
- SCH 99th
- SCH 401(k)
- SCH near Cgi Technologies and Solutions, Inc. 401(k) Savings Plan
- SCH ind #8379
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 Texas →
Whole Foods Market Growing Your Future 401(k) Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $1.7B |
|---|---|
| Net Assets (End of Year) | $2.1B |
| Net Income | $375M |
| Employer EIN | 741989366 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Whole Foods Market, Inc.)
Sponsor-wide plan assets over time
All Whole Foods Market, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.4B 44.75318224403077% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 89,691 | $1.7B |
| 2023 | 1 | 100,700 | $2.1B |
| 2024 | 1 | 92,280 | $2.4B |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Scale composition for Whole Foods Market Growing Your Future 401(k) Plan
Whole Foods Market Growing Your Future 401(k) Plan reports $2.1B in end-of-year assets across 100,700 participants (0.017% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.11% of 93,925,755 covered participants) - about $20,431 per participant (15% of the national average assets-per-participant) . Net income for plan year 2023 was $375M.
This plan identity (EIN 741989366, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.7B to $2.4B (+44.8%) while covered participants moved from 89,691 to 92,280 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 89,691 | $1.7B | Open filing |
| 2023 | 100,700 | $2.1B | This page |
| 2024 · index core | 92,280 | $2.4B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Whole Foods Market Growing Your Future 401(k) Plan (401(k), $2.4B, 92,280 participants)
Whole Foods Market Growing Your Future 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Cgi Technologies and Solutions, Inc. 401(k) Savings Plan in VA ($2.1B); by covered participants it is Charter Communications, Inc. 401(k) Savings Plan in NC (101,973 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.1B here).
- Cgi Technologies and Solutions, Inc. 401(k) Savings Plan (VA) $2.1B · 12,065
- Wolters Kluwer 401(k) Plan (IL) $2.1B · 8,597
- Global Payments Inc. 401(k) Plan (GA) $2.1B · 14,501
- Business Performance Savings Plan of Hallmark Cards, Incorporated (MO) $2.1B · 4,874
Similar participant headcount
Nearest other-state filings by covered participants (100,700 participants); asset peers above are excluded.
- Charter Communications, Inc. 401(k) Savings Plan (NC) 101,973 · 1,273 off
- Fedex Corporation Retirement Savings Plan II (TN) 99,296 · 1,404 off
- UPS 401(k) Savings Plan (GA) 102,231 · 1,531 off
- Northrop Grumman Savings Plan (VA) 97,987 · 2,713 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.