401(k) · DOL Form 5500 · 2024

Trader Joe's Company 401(k) Plan

Data updated 2026-07-24

$3.2B
Total assets: 63,666
Participants: 100th
Percentile by assets: $50,304
Avg per participant

Official DOL plan name: Trader Joe's Company Retirement Plan · Sponsored by Trader Joe's Company · California · Retail Trade

$3.2B in assets, 63,666 participants

Trader Joe's Company's Trader Joe's Company Retirement Plan reported $3.2B in total assets and 63,666 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.

100th percentile by assets (of 116,472 plans)

Coverage in California

Trader Joe's Company Retirement Plan covers 63,666 participants in California, 100x the typical California plan (state average ~637 per filing). Assets: $3.2B.

$3.2B
total plan assets (2024 EOY): 63,666
covered participants: 100th
percentile by assets (of 116,472 plans): $50,304
avg assets per participant

Trader Joe's Company Retirement Plan end-of-year assets rose from $2.8B in the plan year 2023 filing to $3.2B in the plan year 2024 filing.
Trader Joe's Company Retirement Plan reported net income rose from $376M in the plan year 2023 filing to $431M in the plan year 2024 filing.
Trader Joe's Company Retirement Plan reported participants rose from 57,617 in the plan year 2023 filing to 63,666 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

California

Industry

Retail Trade

Participants vs California filers

In California, the average filing covers about 637 participants across 14,392 plans. Trader Joe's Company Retirement Plan reports 63,666 participants - 100x that state average ($3.2B EOY assets).

California filing particulars

Total Assets (Beginning of Year)	$2.8B
Net Assets (End of Year)	$3.2B
Net Income	$431M
Employer EIN	951987958
Plan Effective Date	1965-05-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Trader Joe's Company)

Total plan assets by year, all Trader Joe's Company plans on file

Year	Plans	Participants	Total Assets
2022	1	50,462	$2.4B
2023	1	57,617	$2.8B
2024	1	63,666	$3.2B

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Trader Joe's Company Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants

Google LLC 401(k) Savings Plan $48.7B · 116,712
Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
Intel 401(k) Savings Plan $24.9B · 55,298
Apple 401(k) Plan $24.7B · 101,450
Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452

Compare Trader Joe's Company Retirement Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Trader Joe's Company Retirement Plan by total assets, not by location.

The Rite Aid 401(k) Plan (PA) $3.2B · 28,313
Navy Federal 401(k) Savings Plan (VA) $3.2B · 24,276
Regions Financial Corporation 401(k) Plan (AL) $3.2B · 20,783
Ameren Corporation Savings Investment Plan (MO) $3.2B · 9,504

Frequently Asked Questions

How did Trader Joe's Company Retirement Plan assets move in 2024? ▼

Trader Joe's Company Retirement Plan grew sharply - up 15.5% during 2024, from $2.8B to $3.2B. Reported net income was $431M.

How have Trader Joe's Company plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Trader Joe's Company's sponsor-wide assets grew 33.7%, from $2.4B to $3.2B.

Where does Trader Joe's Company Retirement Plan rank by assets among Form 5500 filers? ▼

Trader Joe's Company Retirement Plan ranks in the 100th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).

Which 401(k) plans are similar in size to Trader Joe's Company Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is The Rite Aid 401(k) Plan in PA ($3.2B, 28,313 participants).

Next read for Trader Joe's Company Retirement Plan

Filing takeaways

Ways to act on Trader Joe's Company Retirement Plan's numbers.

By total assets, Trader Joe's Company Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
Trader Joe's Company's sponsor-wide assets have grown 33.7% 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 951987958.

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.