Bj'S Wholesale Club, Inc. 401(K) Savings Plan — Form 5500 plan (Bj'S Wholesale Club Inc)
Plain-English plan 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, Bj'S Wholesale Club, Inc. 401(K) Savings Plan is a benefit plan reported by Bj'S Wholesale Club Inc under EIN 04-3360747 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,850 participants and $584,534,640 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bj'S Wholesale Club Inc
- EIN
- 04-3360747
- Plan number
- 001
- Plan type
- 2
- Location
- Marlborough, MA
- Latest filing year
- 2023
- Participants
- 7,850
- End-of-year plan assets
- $584,534,640
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,850 | H, C | 20240930152836NAL0002730211001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $584,534,640
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $584,534,640
- Net assets (BOY)
- $488,881,241
Income & contributions
- Employer contributions
- $14,495,615
- Participant contributions
- $44,553,294
- Total contributions
- $67,580,255
- Total income / additions
- $157,213,722
Expenses & distributions
- Benefits paid
- $60,753,343
- Administrative expenses
- $739,285
- Total expenses
- $61,564,556
- Net increase / (decrease)
- $95,649,166
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $624,782 | $0 | 2023 |
| Rocaton Investment Advisors LLC | INVESTMENT ADVISOR | $62,188 | not reported in the loaded dataset | 2023 |
| Clifton Larson Allen Llp | ACCOUNTANT/AUDITOR | $52,300 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bj'S Wholesale Club Inc
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Marlborough, MA
- Fidelity Investments Institutional — Schedule C compensation
- Rocaton Investment Advisors LLC — Schedule C compensation
- Clifton Larson Allen Llp — Schedule C compensation