2023 Form 5500 filing — Costco Puerto Rico Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240801120658NAL0015171539001) for Costco Puerto Rico Retirement Plan, reported by Costco Wholesale Corporation under EIN 91-1223280 and plan number 005. It reports 1,661 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240801120658NAL0015171539001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Costco Wholesale Corporation
- EIN
- 91-1223280
- Plan number
- 005
- Location
- Issaquah, WA
- Participants
- 1,661
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $106,946,991
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $106,946,991
- Employer contributions
- $5,041,535
- Participant contributions
- $5,835,250
- Total income / additions
- $25,939,697
- Benefits paid
- $3,552,214
- Administrative expenses
- $13,977
- Total expenses
- $3,566,191
- Net increase / (decrease)
- $22,373,506
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $14,155 | $0 |