Plan5500

Five Below 401(K) Retirement Savings Plan — Form 5500 plan (Five Below, 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, Five Below 401(K) Retirement Savings Plan is a benefit plan reported by Five Below, Inc. under EIN 75-3000378 and plan number 001. The latest loaded filing year is 2023. The filing reports 12,789 participants and $70,983,771 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Five Below, Inc.
EIN
75-3000378
Plan number
001
Plan type
2
Location
Philadelphia, PA
Latest filing year
2023
Participants
12,789
End-of-year plan assets
$70,983,771

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202312,789H, C20240801141129NAL0051510322001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$70,983,771
Total liabilities (EOY)
$0
Net assets (EOY)
$70,983,771
Net assets (BOY)
$50,329,392

Income & contributions

Employer contributions
$5,165,630
Participant contributions
$8,720,822
Total contributions
$17,573,672
Total income / additions
$27,603,975

Expenses & distributions

Benefits paid
$6,660,232
Administrative expenses
$267,446
Total expenses
$6,949,596
Net increase / (decrease)
$20,654,379

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$196,659$02023
Morgan Stanley GlobalINVESTMENT ADVISORY$70,787not reported in the loaded dataset2023

Related Form 5500 pages