401(k) · DOL Form 5500 · 2024

Walmart Inc. 401(k) Plan

Data updated 2026-08-11

$180M
Total assets: 10,907
Participants: 94th
Percentile by assets: $16,521
Avg per participant

Official DOL plan name: Walmart Puerto Rico 401(k) Plan · Sponsored by Walmart Inc. · Arkansas · Retail Trade

$180M in assets, 10,907 participants

Walmart Inc.'s Walmart Puerto Rico 401(k) Plan reported $180M in total assets and 10,907 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

94th percentile by assets (of 123,622 plans)
#7,758 in Retail Trade (8,048 peers)

Coverage in Arkansas

Walmart Puerto Rico 401(k) Plan covers 10,907 participants in Arkansas, 3.9x the typical Arkansas plan (state average ~2,784 per filing). Assets: $180M.

$180M
total plan assets (2024 EOY): 10,907
covered participants: 94th
percentile by assets (of 123,622 plans): $16,521
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 2024 · DOL Form 5500

$180,197,331 Top 6% higher than 94% 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

Walmart Puerto Rico 401(k) Plan reported net income rose from $27M in the plan year 2023 filing to $41M in the plan year 2024 filing.
Walmart Puerto Rico 401(k) Plan end-of-year assets rose from $139M in the plan year 2023 filing to $180M in the plan year 2024 filing.
Walmart Puerto Rico 401(k) Plan reported participants rose from 10,789 in the plan year 2023 filing to 10,907 in the plan year 2024 filing.

See the national 2023→2024 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 10,907 participants - 3.9x that state average ($180M EOY assets).

Arkansas filing particulars

Total Assets (Beginning of Year)	$139M
Net Assets (End of Year)	$180M
Net Income	$41M
Employer EIN	710415188
Plan Effective Date	1997-02-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Walmart Inc.)

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

Walmart 401(k) Plan $50.8B · 1,635,899
Tyson Foods, Inc. Retirement Savings Plan $3.7B · 118,403
Dillard's, Inc. Investment & Employee Stock Ownership Plan $3.0B · 30,070
J.B. Hunt Transport Services, Inc. Employee Retirement Plan $1.4B · 35,023
Windstream 401(k) Plan $1.3B · 9,409

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 $180M in end-of-year assets across 10,907 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $16,521 per participant (12% of the national average assets-per-participant) . Net income for plan year 2024 was $41M.

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	Open filing
2024 · index core	10,907	$180M	This page

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Walmart 401(k) Plan (401(k), $50.8B, 1,635,899 participants)

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.

Nova Employee Savings Trust (N.E.S.T.) (MA) $180M · 1,201
The Shape Family of Companies Retirement Plan (MI) $180M · 2,328
Clearesult 401(k) Plan (TX) $180M · 2,204
Schlumberger Savings and Retirement Plan for U.S. Taxpayers Employed Abroad (TX) $180M · 726

Frequently Asked Questions

How did Walmart Puerto Rico 401(k) Plan assets move in 2024? ▼

Walmart Puerto Rico 401(k) Plan grew sharply - up 29.5% during 2024, from $139M to $180M. Reported net income was $41M.

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 94th 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 Walmart Puerto Rico 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Nova Employee Savings Trust (N.E.S.T.) in MA ($180M, 1,201 participants).

Next read for Walmart Puerto Rico 401(k) Plan

Filing takeaways

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

By total assets, Walmart Puerto Rico 401(k) 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 Arkansas. Compare plans
Walmart Inc.'s sponsor-wide assets have grown 38.3% since 2022 across 3 plan years on file. More Retail Trade plans

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 710415188.