401(k) · DOL Form 5500 · 2023
Trader Joe's Company 401(k) Plan
Data updated 2026-08-25
- $2.8B
- Total assets Very large vs avg
- 57,617
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $48,112
- Avg per participant Low balance/head
Official DOL plan name: Trader Joe's Company Retirement Plan · Sponsored by Trader Joe's Company · California · Retail Trade
$2.8B in assets, 57,617 participants
Trader Joe's Company's Trader Joe's Company Retirement Plan reported $2.8B in total assets and 57,617 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.
- #8,384 in Retail Trade (8,414 peers)
Coverage in California
Trader Joe's Company Retirement Plan covers 57,617 participants in California, 91x the typical California plan (state average ~630 per filing). Assets: $2.8B.
- #8,384
- in Retail Trade (8,414 peers)
- +15.7%
- assets growth YoY
- 28×
- vs typical plan assets (national mean)
Trader Joe's Company Retirement Plan's outsized position by total assets
Trader Joe's Company Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,772,092,019 Highest reported value at or above every one 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
Trader Joe's Company Retirement 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. Trader Joe's Company Retirement Plan is a mega filing (57,617 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Trader Joe's Company Retirement Plan reported net income rose from -$387M in the plan year 2022 filing to $376M in the plan year 2023 filing.
- Trader Joe's Company Retirement Plan end-of-year assets rose from $2.4B in the plan year 2022 filing to $2.8B in the plan year 2023 filing.
- Trader Joe's Company Retirement Plan reported participants rose from 50,462 in the plan year 2022 filing to 57,617 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 951987958 · Trader Joe's Company PY 2023 · 401(k)
Trader Joe's Company Retirement Plan · $2.8B · 57,617 · 100th
- PART $2.8B
- TYPE 57,617
- NET 100th
- BOOK 401(k)
- VS-ST near Boehringer Ingelheim USA Corporation & Its Affiliates Retirement Savings Plan
- BOY ind #8384
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 California →
Trader Joe's Company Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $2.4B |
|---|---|
| Net Assets (End of Year) | $2.8B |
| Net Income | $376M |
| Employer EIN | 951987958 |
| Plan Effective Date | 1965-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trader Joe's Company)
Sponsor-wide plan assets over time
All Trader Joe's Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $3.2B 33.65503993915839% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 50,462 | $2.4B |
| 2023 | 1 | 57,617 | $2.8B |
| 2024 | 1 | 63,666 | $3.2B |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Scale composition for Trader Joe's Company Retirement Plan
Trader Joe's Company Retirement Plan reports $2.8B in end-of-year assets across 57,617 participants (0.022% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.061% of 93,925,755 covered participants) - about $48,112 per participant (35% of the national average assets-per-participant) . Net income for plan year 2023 was $376M.
This plan identity (EIN 951987958, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.4B to $3.2B (+33.7%) while covered participants moved from 50,462 to 63,666 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 50,462 | $2.4B | Open filing |
| 2023 | 57,617 | $2.8B | This page |
| 2024 · index core | 63,666 | $3.2B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Trader Joe's Company Retirement Plan (401(k), $3.2B, 63,666 participants)
Trader Joe's Company Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Boehringer Ingelheim USA Corporation & Its Affiliates Retirement Savings Plan in CT ($2.8B); by covered participants it is Davita Retirement Savings Plan in CO (57,711 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.8B here).
- Boehringer Ingelheim USA Corporation & Its Affiliates Retirement Savings Plan (CT) $2.8B · 8,467
- Discover Financial Services 401(k) Plan (IL) $2.8B · 19,535
- Linde Retirement Savings Plan (CT) $2.8B · 10,671
- Te Connectivity Retirement Savings and Investment Plan (PA) $2.8B · 9,276
Similar participant headcount
Nearest other-state filings by covered participants (57,617 participants); asset peers above are excluded.
- Davita Retirement Savings Plan (CO) 57,711 · 94 off
- Ulta Salon Cosmetics & Fragrance 401(k) Retirement Plan (IL) 58,144 · 527 off
- Cracker Barrel Old Country Store, Inc. and Affiliates Employee Savings Plan (TN) 58,888 · 1,271 off
- The Hy-Vee and Affiliates 401(k) Plan (IA) 56,181 · 1,436 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.