2023 Form 5500 filing — Whole Foods Market Growing Your Future 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 20241004094325NAL0011269873001) for Whole Foods Market Growing Your Future 401(K) Plan, reported by Whole Foods Market, Inc. under EIN 74-1989366 and plan number 002. It reports 125,303 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004094325NAL0011269873001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Whole Foods Market, Inc.
- EIN
- 74-1989366
- Plan number
- 002
- Location
- Austin, TX
- Participants
- 125,303
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,057,442,632
- Total liabilities (EOY)
- $451
- Net assets (EOY)
- $2,057,442,181
- Employer contributions
- $8,694,429
- Participant contributions
- $235,286,472
- Total income / additions
- $574,568,883
- Benefits paid
- $195,123,388
- Administrative expenses
- $4,354,833
- Total expenses
- $199,765,546
- Net increase / (decrease)
- $374,803,337
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $3,852,479 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $454,048 | not reported in the loaded dataset |
| Forvis Mazars, Llp | ACCOUNTANT/AUDITOR | $31,500 | not reported in the loaded dataset |
| Cook Street Consulti | INVESTMENT ADVISOR | $19,002 | not reported in the loaded dataset |