401(k) · DOL Form 5500 · 2023

Walgreen Co. 401(k) Plan

Data updated 2026-08-25

$150M
Total assets Near avg plan size
4,445
Participants Above avg headcount
94th
Percentile by assets National rank
$33,815
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Walgreens Puerto Rico Retirement Savings Plan · Sponsored by Walgreen Co. · Illinois · Retail Trade

$150M in assets, 4,445 participants

Walgreen Co.'s Walgreens Puerto Rico Retirement Savings Plan reported $150M in total assets and 4,445 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.

  • #8,107 in Retail Trade (8,414 peers)

Coverage in Illinois

Walgreens Puerto Rico Retirement Savings Plan covers 4,445 participants in Illinois, 5.7x the typical Illinois plan (state average ~779 per filing). Assets: $150M.

#8,107
in Retail Trade (8,414 peers)
+15.5%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Walgreens Puerto Rico Retirement Savings Plan's outsized position by total assets

Walgreens Puerto Rico Retirement Savings Plan vs every filed plan by assets

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

$150,307,762 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

Walgreens Puerto Rico Retirement Savings 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. Walgreens Puerto Rico Retirement Savings Plan lands in the large band (4,445 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Walgreens Puerto Rico Retirement Savings Plan reported net income rose from -$29M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Walgreens Puerto Rico Retirement Savings Plan end-of-year assets rose from $130M in the plan year 2022 filing to $150M in the plan year 2023 filing.
  • Walgreens Puerto Rico Retirement Savings Plan reported participants rose from 4,434 in the plan year 2022 filing to 4,445 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 361924025 · Walgreen Co. PY 2023 · 401(k)

Walgreens Puerto Rico Retirement Savings Plan · $150M · 4,445 · 94th

  • RANK $150M
  • PHOTO 4,445
  • IND 94th
  • EOY 401(k)
  • 5500 near The National Geographic Society 401(k) Retirement Savings Plan
  • ASSETS ind #8107

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 Illinois →

Walgreens Puerto Rico Retirement Savings Plan in the asset neighbourhood

Melroe Savings and Investment PlanMelroe Savings and Investmen…$150MH2m Architects + Engineers 401(k) PlanH2m Architects + Engineers 4…$150MCoxhealth 401(k) Plan$150MThe National Geographic Society 401(k) Retirement Savings PlanThe National Geographic Soci…$150MWalgreens Puerto Rico Retirement Savings PlanWalgreens Puerto Rico Retire…$150M
End-of-year total assets ($M) among Walgreens Puerto Rico Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$130M
Net Assets (End of Year)$150M
Net Income$20M
Employer EIN361924025
Plan Effective Date2010-12-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Walgreen Co.)

Sponsor-wide plan assets over time

All Walgreen Co. plans reported in each filing year

Latest sponsor-wide plan assets
$14.7B 24.454579745100734% vs 2022
2024 filing year
$11B$12B$13B$14B$15B 202220232024 $11.8B $14.7B ▲ +24.5%
Year Plans Participants Total Assets
2022 2 242,506 $11.8B
2023 2 239,776 $13.6B
2024 2 237,960 $14.7B

Nearby 401(k) Plans in Illinois

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

Walgreens Puerto Rico Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Walgreens Puerto Rico Retirement Savings Plan, Total assets ($B): 0.150307762 · Participants: 4445Walgreens Puerto Rico Retirement Savings PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Walgreens Puerto Rico Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Walgreens Puerto Rico Retirement Savings Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is The National Geographic Society 401(k) Retirement Savings Plan in DC ($150M); by covered participants it is Ineos Retirement Savings Plan in TX (4,445 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($150M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,445 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 Walgreens Puerto Rico Retirement Savings Plan assets move in 2023? ▼
Walgreens Puerto Rico Retirement Savings Plan grew sharply - up 15.5% during 2023, from $130M to $150M. Reported net income was $20M.
How have Walgreen Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Walgreen Co.'s sponsor-wide assets grew 24.5%, from $11.8B to $14.7B.
Where does Walgreens Puerto Rico Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Walgreens Puerto Rico Retirement 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 Walgreens Puerto Rico Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The National Geographic Society 401(k) Retirement Savings Plan in DC ($150M, 536 participants).
Which 401(k) plans cover a similar participant headcount to Walgreens Puerto Rico Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ineos Retirement Savings Plan in TX (4,445 participants, $1.2B 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 361924025.

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.