401(k) · DOL Form 5500 · 2023
Trader Joe's Company 401(k) Plan
Data updated 2026-08-11
- $2.8B
- Total assets
- 57,617
- Participants
- 100th
- Percentile by assets
- $48,112
- Avg per participant
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.
- 100th percentile by assets (of 127,072 plans)
- #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.
- $2.8B
- total plan assets (2023 EOY)
- 57,617
- covered participants
- 100th
- percentile by assets (of 127,072 plans)
- $48,112
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Trader Joe's Company Retirement Plan reports 57,617 participants - 91x that state average ($2.8B EOY assets).
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)
| 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.
Trader Joe's Company Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
- 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Trader Joe's Company Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Trader Joe's Company Retirement Plan assets move in 2023? ▼
How have Trader Joe's Company plan assets changed over time? ▼
Where does Trader Joe's Company Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Trader Joe's Company Retirement Plan? ▼
Next read for Trader Joe's Company Retirement Plan
Filing takeaways
Ways to act on Trader Joe's Company Retirement Plan's numbers.
- By total assets, Trader Joe's Company Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Trader Joe's Company's sponsor-wide assets have grown 33.7% since 2022 across 3 plan years on file. More Retail Trade plans