Plan5500

Walmart Puerto Rico 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 Puerto Rico 401(K) Plan is a benefit plan reported by Walmart Inc. under EIN 71-0415188 and plan number 004. The latest loaded filing year is 2023. The filing reports 12,325 participants and $139,098,041 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Walmart Inc.
EIN
71-0415188
Plan number
004
Plan type
2
Location
Bentonville, AR
Latest filing year
2023
Participants
12,325
End-of-year plan assets
$139,098,041

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202312,325H, C20241017130108NAL0063675474001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$139,098,041
Total liabilities (EOY)
$7,473
Net assets (EOY)
$139,090,568
Net assets (BOY)
$112,582,643

Income & contributions

Employer contributions
$9,015,024
Participant contributions
$10,034,184
Total contributions
$19,114,433
Total income / additions
$32,390,998

Expenses & distributions

Benefits paid
$5,679,290
Administrative expenses
$203,783
Total expenses
$5,883,073
Net increase / (decrease)
$26,507,925

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch Pierce Fenner Smithnot reported in the loaded dataset$155,238not reported in the loaded dataset2023
Banco Popular De Puerto Riconot reported in the loaded dataset$47,430not reported in the loaded dataset2023

Related Form 5500 pages