401(k) · DOL Form 5500 · 2023
Walmart Inc. 401(k) Plan
Data updated 2026-08-25
- $139M
- Total assets Near avg plan size
- 10,789
- Participants Very large workforce
- 93rd
- Percentile by assets National rank
- $12,893
- Avg per participant Low balance/head
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.
- #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.
- #8,084
- in Retail Trade (8,414 peers)
- +23.5%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Walmart Puerto Rico 401(k) Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Walmart Puerto Rico 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. Walmart Puerto Rico 401(k) Plan is a mega filing (10,789 participants), the rightmost band on the breakdown.
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.
Plan-year Form 5500 strip
Filing strip 710415188 · Walmart Inc. PY 2023 · 401(k)
Walmart Puerto Rico 401(k) Plan · $139M · 10,789 · 93rd
- RANK $139M
- RANK 10,789
- RANK 93rd
- RANK 401(k)
- RANK near The Container Store, Inc. 401(k) Plan
- RANK ind #8084
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 Arkansas →
Walmart Puerto Rico 401(k) Plan in the asset neighbourhood
Arkansas filing particulars
| Total Assets (Beginning of Year) | $113M |
|---|---|
| Net Assets (End of Year) | $139M |
| Net Income | $27M |
| Employer EIN | 710415188 |
| Plan Effective Date | 1997-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Walmart Inc.)
Sponsor-wide plan assets over time
All Walmart Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $51.0B 38.27859845408385% vs 2022
- 2024 filing year
| 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 401(k) Plan $41.5B · 1,611,202
- Tyson Foods, Inc. Retirement Savings Plan $3.5B · 113,806
- Dillard's, Inc. Investment & Employee Stock Ownership Plan $2.9B · 30,034
- J.B. Hunt Transport Services, Inc. Employee Retirement Plan $1.3B · 39,077
- Windstream 401(k) Plan $1.2B · 10,991
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:
- Walmart 401(k) Plan (401(k), $50.8B, 1,635,899 participants)
- Walmart Puerto Rico 401(k) Plan (401(k), $180M, 10,907 participants)
Walmart Puerto Rico 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Arkansas, the nearest 401(k) by assets is The Container Store, Inc. 401(k) Plan in TX ($139M); by covered participants it is Packaging Corporation of America Thrift Plan for Hourly Employees in IL (10,789 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($139M here).
- The Container Store, Inc. 401(k) Plan (TX) $139M · 4,716
- Rockline Industries, Inc. Retirement Savings Plan (WI) $139M · 2,214
- Lvmh Affiliates' 401(k) Plan, Wines & Spirits (NY) $139M · 653
- Bdt & Msd Partners Retirement Savings Plan (IL) $139M · 214
Similar participant headcount
Nearest other-state filings by covered participants (10,789 participants); asset peers above are excluded.
- Packaging Corporation of America Thrift Plan for Hourly Employees (IL) 10,789 · 0 off
- Employee 401(k) Savings Plan (TX) 10,787 · 2 off
- Oshkosh Corporation and Affiliates Tax Deferred Investment Plan (WI) 10,771 · 18 off
- Bronx Center Healthcare Systems 401(k) Plan (NY) 10,813 · 24 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.