401(k) · DOL Form 5500 · 2024
Dollar Tree, Inc. 401(k) Plan
Data updated 2026-08-25
- $979M
- Total assets Above avg plan size
- 76,875
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $12,737
- Avg per participant Low balance/head
Official DOL plan name: Dollar Tree Retirement Savings Plan · Sponsored by Dollar Tree, Inc. · Virginia · Retail Trade
$979M in assets, 76,875 participants
Dollar Tree, Inc.'s Dollar Tree Retirement Savings Plan reported $979M in total assets and 76,875 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #7,964 in Retail Trade (8,048 peers)
Coverage in Virginia
Dollar Tree Retirement Savings Plan covers 76,875 participants in Virginia, 98x the typical Virginia plan (state average ~782 per filing). Assets: $979M.
- #7,964
- in Retail Trade (8,048 peers)
- +9.9%
- assets growth YoY
- 9.8×
- vs typical plan assets (national mean)
Dollar Tree Retirement Savings Plan's outsized position by total assets
Dollar Tree Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$979,131,703 Top 2% higher than 98% 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
Dollar Tree Retirement Savings 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. Dollar Tree Retirement Savings Plan is a mega filing (76,875 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Dollar Tree Retirement Savings Plan reported net income fell from $112M in the plan year 2023 filing to $89M in the plan year 2024 filing.
- Dollar Tree Retirement Savings Plan reported participants fell from 89,133 in the plan year 2023 filing to 76,875 in the plan year 2024 filing.
- Dollar Tree Retirement Savings Plan end-of-year assets rose from $891M in the plan year 2023 filing to $979M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 262018846 · Dollar Tree, Inc. PY 2024 · 401(k)
Dollar Tree Retirement Savings Plan · $979M · 76,875 · 98th
- BOY $979M
- BOY 76,875
- BOY 98th
- BOY 401(k)
- BOY near Four Seasons Hotels Retirement Benefit Plan
- BOY ind #7964
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 Virginia →
Dollar Tree Retirement Savings Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $891M |
|---|---|
| Net Assets (End of Year) | $979M |
| Net Income | $89M |
| Employer EIN | 262018846 |
| Plan Effective Date | 1975-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Dollar Tree, Inc.)
Sponsor-wide plan assets over time
All Dollar Tree, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $979M 25.719719586436472% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 120,749 | $779M |
| 2023 | 1 | 89,133 | $891M |
| 2024 | 1 | 76,875 | $979M |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $39.5B · 104,719
- 401(k) Pension Plan $16.8B · 62,869
- General Dynamics Corporation 401(k) Plan 6.0 $12.4B · 49,414
- Capital One Financial Corporation Associate Savings Plan $12.0B · 44,933
- Leidos, Inc. Retirement Plan $11.8B · 29,734
Scale composition for Dollar Tree Retirement Savings Plan
Dollar Tree Retirement Savings Plan reports $979M in end-of-year assets across 76,875 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.082% of 93,925,755 covered participants) - about $12,737 per participant (9% of the national average assets-per-participant) . Net income for plan year 2024 was $89M.
This plan identity (EIN 262018846, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $779M to $979M (+25.7%) while covered participants moved from 120,749 to 76,875 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 120,749 | $779M | Open filing |
| 2023 | 89,133 | $891M | Open filing |
| 2024 · index core | 76,875 | $979M | This page |
Dollar Tree Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Four Seasons Hotels Retirement Benefit Plan in ($979M); by covered participants it is O'reilly Automotive, Inc. Profit Sharing and Savings Plan in MO (76,538 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($979M here).
- Four Seasons Hotels Retirement Benefit Plan () $979M · 15,818
- Ucb, Inc. 401(k) Retirement Plan (GA) $980M · 1,844
- International Flavors & Fragrances Inc. Retirement Investment Fund Plan (NY) $980M · 5,071
- Securian Financial Group, Inc. Performance Share Plan (MN) $981M · 2,878
Similar participant headcount
Nearest other-state filings by covered participants (76,875 participants); asset peers above are excluded.
- O'reilly Automotive, Inc. Profit Sharing and Savings Plan (MO) 76,538 · 337 off
- Securitas Security Services USA Incentive Savings and Retirement Plan (CA) 77,627 · 752 off
- Randstad North America 401(k) Plan (GA) 75,859 · 1,016 off
- Coadvantage Corporation Retirement Savings Plan (FL) 75,664 · 1,211 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.