401(k) · DOL Form 5500 · 2024

Dollar Tree, Inc. 401(k) Plan

Data updated 2026-07-24

$979M
Total assets
76,875
Participants
98th
Percentile by assets
$12,737
Avg per participant
PlainRetire home → About this data

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.

  • 98th percentile by assets (of 116,472 plans)

Coverage in Virginia

Dollar Tree Retirement Savings Plan covers 76,875 participants in Virginia, 98x the typical Virginia plan (state average ~781 per filing). Assets: $979M.

$979M
total plan assets (2024 EOY)
76,875
covered participants
98th
percentile by assets (of 116,472 plans)
$12,737
avg assets per participant

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.

See the national 2023→2024 release diff →

State
Industry

Participants vs Virginia filers

In Virginia, the average filing covers about 781 participants across 3,490 plans. Dollar Tree Retirement Savings Plan reports 76,875 participants - 98x that state average ($979M EOY assets).

Virginia filing particulars

Total Assets (Beginning of Year)$891M
Net Assets (End of Year)$979M
Net Income$89M
Employer EIN262018846
Plan Effective Date1975-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dollar Tree, Inc.)

$700M$800M$900M$1,000M 202220232024 $779M $979M ▲ +25.7%
Total plan assets by year, all Dollar Tree, Inc. plans on file
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.

Dollar Tree Retirement Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants

Dollar Tree Retirement Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. 20000400006000080000100000120000 -1001020304050 Total assets ($B) Participants Dollar Tree Retireme…Northrop Grumman Sav…401(k) Pension PlanGeneral Dynamics Cor…Capital One Financia…Leidos, Inc. Retirem…
Dollar Tree Retirement Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Dollar Tree Retirement Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Dollar Tree Retirement Savings Plan assets move in 2024?
Dollar Tree Retirement Savings Plan grew at a solid clip - up 9.9% during 2024, from $891M to $979M. Reported net income was $89M.
How have Dollar Tree, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Dollar Tree, Inc.'s sponsor-wide assets grew 25.7%, from $779M to $979M.
Where does Dollar Tree Retirement Savings Plan rank by assets among Form 5500 filers?
Dollar Tree Retirement Savings Plan ranks in the 98th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Dollar Tree Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Four Seasons Hotels Retirement Benefit Plan in ($979M, 15,818 participants).

Next read for Dollar Tree Retirement Savings Plan

Filing takeaways

Ways to act on Dollar Tree Retirement Savings Plan's numbers.

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 262018846.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.