401(k) · DOL Form 5500 · 2024
Costco Wholesale Corporation 401(k) Plan
Data updated 2026-08-25
- $41.0B
- Total assets Mega-plan scale
- 202,468
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $202,587
- Avg per participant Above avg balance/head
Official DOL plan name: Costco 401(k) Retirement Plan · Sponsored by Costco Wholesale Corporation · Washington · Retail Trade
$41.0B in assets, 202,468 participants
Costco Wholesale Corporation's Costco 401(k) Retirement Plan reported $41.0B in total assets and 202,468 participants in its 2024 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.
- #8,047 in Retail Trade (8,048 peers)
Coverage in Washington
Costco 401(k) Retirement Plan covers 202,468 participants in Washington, 137x the typical Washington plan (state average ~1,476 per filing). Assets: $41.0B.
- #8,047
- in Retail Trade (8,048 peers)
- +22.9%
- assets growth YoY
- 412×
- vs typical plan assets (national mean)
Costco 401(k) Retirement Plan's outsized position by total assets
Costco 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$41,017,392,708 Highest reported value at or above every one of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Costco 401(k) Retirement Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Costco 401(k) Retirement Plan is a mega filing (202,468 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Costco 401(k) Retirement Plan end-of-year assets rose from $33.4B in the plan year 2023 filing to $41.0B in the plan year 2024 filing.
- Costco 401(k) Retirement Plan reported participants rose from 192,744 in the plan year 2023 filing to 202,468 in the plan year 2024 filing.
- Costco 401(k) Retirement Plan reported net income rose from $7.5B in the plan year 2023 filing to $7.6B in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 911223280 · Costco Wholesale Corporation PY 2024 · 401(k)
Costco 401(k) Retirement Plan · $41.0B · 202,468 · 100th
- IND $41.0B
- IND 202,468
- IND 100th
- IND 401(k)
- IND near Northrop Grumman Savings Plan
- IND ind #8047
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 Washington →
Costco 401(k) Retirement Plan in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $33.4B |
|---|---|
| Net Assets (End of Year) | $41.0B |
| Net Income | $7.6B |
| Employer EIN | 911223280 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Costco Wholesale Corporation)
Sponsor-wide plan assets over time
All Costco Wholesale Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $41.1B 58.26330007602728% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 183,100 | $26.0B |
| 2023 | 2 | 194,292 | $33.5B |
| 2024 | 2 | 203,973 | $41.1B |
Nearby 401(k) Plans in Washington
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Boeing Company 401(k) Retirement Plan $73.9B · 139,394
- Microsoft Corporation Savings Plus 401(k) Plan $65.6B · 118,818
- Amazon 401(k) Plan $34.6B · 1,209,303
- 401(k) Savings Plan $10.1B · 86,668
- T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust $9.1B · 66,624
Scale composition for Costco 401(k) Retirement Plan
Costco 401(k) Retirement Plan reports $41.0B in end-of-year assets across 202,468 participants (0.33% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.22% of 93,925,755 covered participants) - about $202,587 per participant (1.5x the national average assets-per-participant) . Net income for plan year 2024 was $7.6B.
This plan identity (EIN 911223280, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $25.9B to $41.0B (+58.3%) while covered participants moved from 181,505 to 202,468 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 181,505 | $25.9B | Open filing |
| 2023 | 192,744 | $33.4B | Open filing |
| 2024 · index core | 202,468 | $41.0B | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Costco Puerto Rico Retirement Plan (401(k), $127M, 1,505 participants)
Costco 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Washington, the nearest 401(k) by assets is Northrop Grumman Savings Plan in VA ($39.5B); by covered participants it is Albertsons Companies 401(k) Plan in CA (201,289 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($41.0B here).
- Northrop Grumman Savings Plan (VA) $39.5B · 104,719
- AT&T Retirement Savings Plan (TX) $43.1B · 109,889
- Fidelity Retirement Savings Plan (MA) $34.2B · 66,907
- Google LLC 401(k) Savings Plan (CA) $48.7B · 116,712
Similar participant headcount
Nearest other-state filings by covered participants (202,468 participants); asset peers above are excluded.
- Albertsons Companies 401(k) Plan (CA) 201,289 · 1,179 off
- Unitedhealth Group 401(k) Savings Plan (MN) 205,460 · 2,992 off
- Publix Super Markets, Inc. 401(k) Smart Plan (FL) 197,102 · 5,366 off
- Darden Savings Plan (FL) 189,323 · 13,145 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.