Whole Foods Market Growing Your Future 401(K) Plan — Form 5500 plan (Whole Foods Market, 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, Whole Foods Market Growing Your Future 401(K) Plan is a benefit plan reported by Whole Foods Market, Inc. under EIN 74-1989366 and plan number 002. The latest loaded filing year is 2023. The filing reports 125,303 participants and $2,057,442,632 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Whole Foods Market, Inc.
- EIN
- 74-1989366
- Plan number
- 002
- Plan type
- 2
- Location
- Austin, TX
- Latest filing year
- 2023
- Participants
- 125,303
- End-of-year plan assets
- $2,057,442,632
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 125,303 | H, C | 20241004094325NAL0011269873001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,057,442,632
- Total liabilities (EOY)
- $451
- Net assets (EOY)
- $2,057,442,181
- Net assets (BOY)
- $1,682,638,844
Income & contributions
- Employer contributions
- $8,694,429
- Participant contributions
- $235,286,472
- Total contributions
- $252,774,828
- Total income / additions
- $574,568,883
Expenses & distributions
- Benefits paid
- $195,123,388
- Administrative expenses
- $4,354,833
- Total expenses
- $199,765,546
- Net increase / (decrease)
- $374,803,337
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $3,852,479 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $454,048 | not reported in the loaded dataset | 2023 |
| Forvis Mazars, Llp | ACCOUNTANT/AUDITOR | $31,500 | not reported in the loaded dataset | 2023 |
| Cook Street Consulti | INVESTMENT ADVISOR | $19,002 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Whole Foods Market, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Austin, TX
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Forvis Mazars, Llp — Schedule C compensation
- Cook Street Consulti — Schedule C compensation