401(k) · DOL Form 5500 · 2023

Walmart Inc. 401(k) Plan

Data updated 2026-08-11

$139M
Total assets
10,789
Participants
93rd
Percentile by assets
$12,893
Avg per participant
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Official DOL plan name: Walmart Puerto Rico 401(k) Plan · Sponsored by Walmart Inc. · Arkansas · Retail Trade

$139M in assets, 10,789 participants

Walmart Inc.'s Walmart Puerto Rico 401(k) Plan reported $139M in total assets and 10,789 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 127,072 plans)
  • #8,084 in Retail Trade (8,414 peers)

Coverage in Arkansas

Walmart Puerto Rico 401(k) Plan covers 10,789 participants in Arkansas, 3.9x the typical Arkansas plan (state average ~2,784 per filing). Assets: $139M.

$139M
total plan assets (2023 EOY)
10,789
covered participants
93rd
percentile by assets (of 127,072 plans)
$12,893
avg assets per participant

Where Walmart Puerto Rico 401(k) Plan sits by total assets

Walmart Puerto Rico 401(k) Plan vs every filed plan by assets

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

$139,098,041 Top 7% higher than 93% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Walmart Puerto Rico 401(k) Plan reported net income rose from -$36M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Walmart Puerto Rico 401(k) Plan end-of-year assets rose from $113M in the plan year 2022 filing to $139M in the plan year 2023 filing.
  • Walmart Puerto Rico 401(k) Plan reported participants fell from 11,611 in the plan year 2022 filing to 10,789 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Arkansas
Industry
Retail Trade

Participants vs Arkansas filers

In Arkansas, the average filing covers about 2,784 participants across 760 plans. Walmart Puerto Rico 401(k) Plan reports 10,789 participants - 3.9x that state average ($139M EOY assets).

Arkansas filing particulars

Total Assets (Beginning of Year)$113M
Net Assets (End of Year)$139M
Net Income$27M
Employer EIN710415188
Plan Effective Date1997-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Walmart Inc.)

$35B$40B$45B$50B$55B 202220232024 $36.9B $51B ▲ +38.3%
Total plan assets by year, all Walmart Inc. plans on file
Year Plans Participants Total Assets
2022 3 1,699,758 $36.9B
2023 3 1,622,263 $41.7B
2024 3 1,647,043 $51.0B

Nearby 401(k) Plans in Arkansas

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

Walmart Puerto Rico 401(k) Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants Scatter plot of 6 data points. -5000000500000100000015000002000000 -1001020304050 Total assets ($B) Participants Walmart Puerto Rico …, Total assets ($B): 0.139098041 · Participants: 10789Walmart Puerto Rico …Walmart 401(k) Plan, Total assets ($B): 41.538754799 · Participants: 1611202Walmart 401(k) PlanTyson Foods, Inc. Re…, Total assets ($B): 3.539529752 · Participants: 113806Tyson Foods, Inc. Re…Dillard's, Inc. Inve…, Total assets ($B): 2.853974665 · Participants: 30034Dillard's, Inc. Inve…J.B. Hunt Transport …, Total assets ($B): 1.318138116 · Participants: 39077J.B. Hunt Transport …Windstream 401(k) Plan, Total assets ($B): 1.230072939 · Participants: 10991Windstream 401(k) Plan
Walmart Puerto Rico 401(k) Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants
Compare Walmart Puerto Rico 401(k) Plan side-by-side with 3 peers →

Scale composition for Walmart Puerto Rico 401(k) Plan

Walmart Puerto Rico 401(k) Plan reports $139M in end-of-year assets across 10,789 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $12,893 per participant (9% of the national average assets-per-participant) . Net income for plan year 2023 was $27M.

This plan identity (EIN 710415188, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $113M to $180M (+60.0%) while covered participants moved from 11,611 to 10,907 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 11,611 $113M Open filing
2023 10,789 $139M This page
2024 · index core 10,907 $180M Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Walmart Puerto Rico 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Walmart Puerto Rico 401(k) Plan assets move in 2023? ▼
Walmart Puerto Rico 401(k) Plan grew sharply - up 23.5% during 2023, from $113M to $139M. Reported net income was $27M.
How have Walmart Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Walmart Inc.'s sponsor-wide assets grew 38.3%, from $36.9B to $51.0B.
Where does Walmart Puerto Rico 401(k) Plan rank by assets among Form 5500 filers? ▼
Walmart Puerto Rico 401(k) Plan ranks in the 93rd 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 Walmart Puerto Rico 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Container Store, Inc. 401(k) Plan in TX ($139M, 4,716 participants).

Next read for Walmart Puerto Rico 401(k) Plan

Filing takeaways

Ways to act on Walmart Puerto Rico 401(k) Plan's numbers.

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 710415188.

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.