Walmart 401(K) Plan — Form 5500 plan (Walmart 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, Walmart 401(K) Plan is a benefit plan reported by Walmart Inc. under EIN 71-0415188 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,881,721 participants and $41,538,754,799 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Walmart Inc.
- EIN
- 71-0415188
- Plan number
- 003
- Plan type
- 2
- Location
- Bentonville, AR
- Latest filing year
- 2023
- Participants
- 1,881,721
- End-of-year plan assets
- $41,538,754,799
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,881,721 | H, C | 20241017130927NAL0016357411001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,538,754,799
- Total liabilities (EOY)
- $33,901,917
- Net assets (EOY)
- $41,504,852,882
- Net assets (BOY)
- $36,694,035,257
Income & contributions
- Employer contributions
- $1,586,359,465
- Participant contributions
- $2,232,685,240
- Total contributions
- $3,947,237,269
- Total income / additions
- $8,262,495,805
Expenses & distributions
- Benefits paid
- $3,418,174,241
- Administrative expenses
- $33,503,939
- Total expenses
- $3,451,678,180
- Net increase / (decrease)
- $4,810,817,625
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner Smith I | not reported in the loaded dataset | $21,215,161 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Co Na | not reported in the loaded dataset | $3,238,728 | not reported in the loaded dataset | 2023 |
| Loomis Sayles | not reported in the loaded dataset | $1,870,243 | not reported in the loaded dataset | 2023 |
| Vaughan Nelson Investment Mgmt | not reported in the loaded dataset | $1,572,233 | not reported in the loaded dataset | 2023 |
| Nuveen Asset Management | not reported in the loaded dataset | $1,387,005 | not reported in the loaded dataset | 2023 |
| D.F. Dent And Company, Inc. | not reported in the loaded dataset | $1,284,214 | not reported in the loaded dataset | 2023 |
| Rice Hall James & Associates, LLC | not reported in the loaded dataset | $954,368 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | not reported in the loaded dataset | $849,359 | not reported in the loaded dataset | 2023 |
| Jp Morgan Investment Management Inc | not reported in the loaded dataset | $358,880 | not reported in the loaded dataset | 2023 |
| Wellington Trust Company, N.A. | not reported in the loaded dataset | $353,929 | not reported in the loaded dataset | 2023 |
| Meketa Investment Group | not reported in the loaded dataset | $253,725 | not reported in the loaded dataset | 2023 |
| Mercer | not reported in the loaded dataset | $158,450 | not reported in the loaded dataset | 2023 |
| American Depository Receipt | not reported in the loaded dataset | $7,644 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Walmart Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AR
- 401(k) and benefit plan filings in Bentonville, AR
- Merrill Lynch Pierce Fenner Smith I — Schedule C compensation
- Blackrock Institutional Trust Co Na — Schedule C compensation
- Loomis Sayles — Schedule C compensation
- Vaughan Nelson Investment Mgmt — Schedule C compensation
- Nuveen Asset Management — Schedule C compensation
- D.F. Dent And Company, Inc. — Schedule C compensation
- Rice Hall James & Associates, LLC — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Jp Morgan Investment Management Inc — Schedule C compensation
- Wellington Trust Company, N.A. — Schedule C compensation
- Meketa Investment Group — Schedule C compensation
- Mercer — Schedule C compensation
- American Depository Receipt — Schedule C compensation