401(k) · DOL Form 5500 · 2024
Trader Joe's Company 401(k) Plan
Data updated 2026-08-25
- $3.2B
- Total assets Very large vs avg
- 63,666
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $50,304
- Avg per participant Low balance/head
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.
- #8,022 in Retail Trade (8,048 peers)
Coverage in California
Trader Joe's Company Retirement Plan covers 63,666 participants in California, 101x the typical California plan (state average ~630 per filing). Assets: $3.2B.
- #8,022
- in Retail Trade (8,048 peers)
- +15.5%
- assets growth YoY
- 32×
- vs typical plan assets (national mean)
Trader Joe's Company Retirement Plan's outsized position by total assets
Trader Joe's Company Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,202,630,979 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
Trader Joe's Company 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. Trader Joe's Company Retirement Plan is a mega filing (63,666 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
Form 5500 schedule snapshot
Filing strip 951987958 · Trader Joe's Company PY 2024 · 401(k)
Trader Joe's Company Retirement Plan · $3.2B · 63,666 · 100th
- PART $3.2B
- PART 63,666
- PART 100th
- PART 401(k)
- PART near The Rite Aid 401(k) Plan
- PART ind #8022
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 California →
Trader Joe's Company Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Trader Joe's Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $3.2B 33.65503993915839% vs 2022
- 2024 filing year
| 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.
- 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
Scale composition for Trader Joe's Company Retirement Plan
Trader Joe's Company Retirement Plan reports $3.2B in end-of-year assets across 63,666 participants (0.026% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.068% of 93,925,755 covered participants) - about $50,304 per participant (36% of the national average assets-per-participant) . Net income for plan year 2024 was $431M.
This plan identity (EIN 951987958, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.4B to $3.2B (+33.7%) while covered participants moved from 50,462 to 63,666 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 50,462 | $2.4B | Open filing |
| 2023 | 57,617 | $2.8B | Open filing |
| 2024 · index core | 63,666 | $3.2B | This page |
Trader Joe's Company Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is The Rite Aid 401(k) Plan in PA ($3.2B); by covered participants it is The Cigna Group 401(k) Plan in PA (63,634 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3.2B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (63,666 participants); asset peers above are excluded.
- The Cigna Group 401(k) Plan (PA) 63,634 · 32 off
- State Farm 401(k) Savings Plan (IL) 63,297 · 369 off
- Fresenius Medical Care North America 401(k) Savings Plan (MA) 63,238 · 428 off
- Ulta Salon Cosmetics & Fragrance 401(k) Retirement Plan (IL) 62,972 · 694 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.