Big Lots Savings Plan — Form 5500 plan (Big Lots, 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, Big Lots Savings Plan is a benefit plan reported by Big Lots, Inc. under EIN 06-1119097 and plan number 002. The latest loaded filing year is 2023. The filing reports 26,056 participants and $333,569,111 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Big Lots, Inc.
EIN
06-1119097
Plan number
002
Plan type
2
Location
Columbus, OH
Latest filing year
2023
Participants
26,056
End-of-year plan assets
$333,569,111

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202326,056H, C20240716131058NAL0004492432001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$333,569,111
Total liabilities (EOY)
$141,600
Net assets (EOY)
$333,427,511
Net assets (BOY)
$296,335,682

Income & contributions

Employer contributions
$8,596,689
Participant contributions
$18,431,980
Total contributions
$28,974,624
Total income / additions
$75,137,630

Expenses & distributions

Benefits paid
$37,463,111
Administrative expenses
$581,105
Total expenses
$38,045,801
Net increase / (decrease)
$37,091,829

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$507,906$02023
Cbiz Investment AdvisoryINVESTMENT ADVISOR$47,505not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$29,971not reported in the loaded dataset2023

Related Form 5500 pages