2023 Form 5500 filing — Western Digital Corporation 401(K) 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 20240918111637NAL0009363154001) for Western Digital Corporation 401(K) Plan, reported by Western Digital Corporation under EIN 33-0956711 and plan number 003. It reports 11,697 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918111637NAL0009363154001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Western Digital Corporation
- EIN
- 33-0956711
- Plan number
- 003
- Location
- San Jose, CA
- Participants
- 11,697
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,224,615,107
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,224,615,107
- Employer contributions
- $4,602,018
- Participant contributions
- $100,129,160
- Total income / additions
- $475,671,984
- Benefits paid
- $237,266,926
- Administrative expenses
- $829,981
- Total expenses
- $238,682,262
- Net increase / (decrease)
- $236,989,722
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $451,101 | $0 |
| Empower Advisory Group, LLC | NONE | $144,524 | not reported in the loaded dataset |
| Aon Investments Usa Inc | NONE | $114,150 | not reported in the loaded dataset |
| T. Rowe Price Retirement Plan Servi | NONE | $90,957 | not reported in the loaded dataset |
| Moss Adams Llp | NONE | $28,350 | not reported in the loaded dataset |