401(k) · DOL Form 5500 · 2024

Costco Wholesale Corporation 401(k) Plan

Data updated 2026-08-25

$127M
Total assets Near avg plan size
1,505
Participants Near avg headcount
92nd
Percentile by assets National rank
$84,495
Avg per participant Below avg balance/head
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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.

  • #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.

#7,684
in Retail Trade (8,048 peers)
+18.9%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Costco Puerto Rico Retirement Plan's outsized position by total assets

Costco Puerto Rico Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$127,165,636 Top 8% higher than 92% of 123,620 filed plans

This plan $0 $2,050,000,000 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 2024

Costco Puerto Rico Retirement Plan's large-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 Puerto Rico Retirement Plan lands in the large band (1,505 participants).

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.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 911223280 · Costco Wholesale Corporation PY 2024 · 401(k)

Costco Puerto Rico Retirement Plan · $127M · 1,505 · 92nd

  • 5500 $127M
  • ASSETS 1,505
  • PCT 92nd
  • EIN 401(k)
  • RANK near Security Police Fire Professionals of America Retirement Plan
  • PHOTO ind #7684

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 Puerto Rico Retirement Plan in the asset neighbourhood

Costco Puerto Rico Retirement PlanCostco Puerto Rico Retiremen…$127MSecurity Police Fire Professionals of America Retirement PlanSecurity Police Fire Profess…$127MSave More Retirement Plan and TrustSave More Retirement Plan an…$127MVgm Group Inc 401(k) Profit Sharing PlanVgm Group Inc 401(k) Profit …$127MCharles River Medical Associates, P.C. 401(k) Retirement PlanCharles River Medical Associ…$127M
End-of-year total assets ($M) among Costco Puerto Rico Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$107M
Net Assets (End of Year)$127M
Net Income$20M
Employer EIN911223280
Plan Effective Date2001-12-01
Filing StatusFILING 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
$20B$25B$30B$35B$40B$45B 202220232024 $26B $41.1B ▲ +58.2%
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 Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Costco Puerto Rico Retirement Plan, Total assets ($B): 0.127165636 · Participants: 1505Costco Puerto Rico Retirement PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 73.910477714 · Participants: 139394The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 65.646011638 · Participants: 118818Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 41.017392708 · Participants: 202468Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 34.593744657 · Participants: 1209303Amazon 401(k) Plan401(k) Savings Plan, Total assets ($B): 10.074085187 · Participants: 86668401(k) Savings Plan
Costco Puerto Rico Retirement Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Costco Puerto Rico Retirement Plan side-by-side with 3 peers →

Costco Puerto Rico Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Security Police Fire Professionals of America Retirement Plan in MI ($127M); by covered participants it is Advancedhealth 401(k) Profit Sharing Plan in TN (1,505 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,505 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Costco Puerto Rico Retirement Plan assets move in 2024? ▼
Costco Puerto Rico Retirement Plan grew sharply - up 18.9% during 2024, from $107M to $127M. Reported net income was $20M.
How have Costco Wholesale Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Costco Wholesale Corporation's sponsor-wide assets grew 58.3%, from $26.0B to $41.1B.
Where does Costco Puerto Rico Retirement Plan rank by assets among Form 5500 filers? ▼
Costco Puerto Rico Retirement Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Costco Puerto Rico Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Security Police Fire Professionals of America Retirement Plan in MI ($127M, 14,610 participants).
Which 401(k) plans cover a similar participant headcount to Costco Puerto Rico Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Advancedhealth 401(k) Profit Sharing Plan in TN (1,505 participants, $165M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 911223280.

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.