401(k) · DOL Form 5500 · 2024
Costco Wholesale Corporation 401(k) Plan
Data updated 2026-08-11
- $127M
- Total assets
- 1,505
- Participants
- 92nd
- Percentile by assets
- $84,495
- Avg per participant
Official DOL plan name: Costco Puerto Rico Retirement Plan · Sponsored by Costco Wholesale Corporation · Washington · Retail Trade
$127M in assets, 1,505 participants
Costco Wholesale Corporation's Costco Puerto Rico Retirement Plan reported $127M in total assets and 1,505 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 123,622 plans)
- #7,684 in Retail Trade (8,048 peers)
Where Costco Puerto Rico Retirement Plan sits by assets
Costco Puerto Rico Retirement Plan sits in the top 10% of all filed plans by assets, $127M for 1,505 participants (~$84,495/participant), up 18.9% in 2024.
- $127M
- total plan assets (2024 EOY)
- 1,505
- covered participants
- 92nd
- percentile by assets (of 123,622 plans)
- $84,495
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Costco Puerto Rico Retirement Plan end-of-year assets rose from $107M in the plan year 2023 filing to $127M in the plan year 2024 filing.
- Costco Puerto Rico Retirement Plan reported net income fell from $22M in the plan year 2023 filing to $20M in the plan year 2024 filing.
- Costco Puerto Rico Retirement Plan reported participants fell from 1,548 in the plan year 2023 filing to 1,505 in the plan year 2024 filing.
Costco Puerto Rico Retirement Plan vs the 2024 asset distribution
By assets, Costco Puerto Rico Retirement Plan outranks 92% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $107M |
|---|---|
| Net Assets (End of Year) | $127M |
| Net Income | $20M |
| Employer EIN | 911223280 |
| Plan Effective Date | 2001-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Costco Wholesale Corporation)
| 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.
Costco Puerto Rico Retirement Plan vs. nearby 401(k) plans in Washington, assets vs. participants
- The Boeing Company 401(k) Retirement Plan $73.9B · 139,394
- Microsoft Corporation Savings Plus 401(k) Plan $65.6B · 118,818
- Costco 401(k) Retirement Plan $41.0B · 202,468
- Amazon 401(k) Plan $34.6B · 1,209,303
- 401(k) Savings Plan $10.1B · 86,668
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Costco Puerto Rico Retirement Plan by total assets, not by location.
- Security Police Fire Professionals of America Retirement Plan (MI) $127M · 14,610
- Save More Retirement Plan and Trust (MT) $127M · 815
- Vgm Group Inc 401(k) Profit Sharing Plan (IA) $127M · 1,491
- Charles River Medical Associates, P.C. 401(k) Retirement Plan (MA) $127M · 449
Frequently Asked Questions
How did Costco Puerto Rico Retirement Plan assets move in 2024? ▼
How have Costco Wholesale Corporation plan assets changed over time? ▼
Where does Costco Puerto Rico Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Costco Puerto Rico Retirement Plan? ▼
Next read for Costco Puerto Rico Retirement Plan
Scale reading
Ways to act on Costco Puerto Rico Retirement Plan's numbers.
- By total assets, Costco Puerto Rico Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Washington. Compare plans
- Costco Wholesale Corporation's sponsor-wide assets have grown 58.3% since 2022 across 3 plan years on file. More Retail Trade plans