Dollar Tree Retirement Savings Plan — Form 5500 plan (Dollar Tree, 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, Dollar Tree Retirement Savings Plan is a benefit plan reported by Dollar Tree, Inc. under EIN 26-2018846 and plan number 001. The latest loaded filing year is 2023. The filing reports 96,302 participants and $890,613,146 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dollar Tree, Inc.
- EIN
- 26-2018846
- Plan number
- 001
- Plan type
- 2
- Location
- Chesapeake, VA
- Latest filing year
- 2023
- Participants
- 96,302
- End-of-year plan assets
- $890,613,146
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 96,302 | H, C | 20240918102751NAL0002468307001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $890,613,146
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $890,613,146
- Net assets (BOY)
- $778,821,100
Income & contributions
- Employer contributions
- $35,429,719
- Participant contributions
- $55,495,639
- Total contributions
- $100,020,355
- Total income / additions
- $227,202,085
Expenses & distributions
- Benefits paid
- $113,143,373
- Administrative expenses
- $1,822,923
- Total expenses
- $115,410,039
- Net increase / (decrease)
- $111,792,046
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $1,690,248 | $0 | 2023 |
| Mercer (Us) Inc Mercer Investments | NONE | $129,375 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | NONE | $3,300 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dollar Tree, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Chesapeake, VA
- Empower Annuity Insurance Company O — Schedule C compensation
- Mercer (Us) Inc Mercer Investments — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation