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, Trader Joe'S Company Retirement Plan is a benefit plan reported by Trader Joe'S Company under EIN 95-1987958 and plan number 002. The latest loaded filing year is 2023. The filing reports 66,168 participants and $2,772,092,019 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,772,092,019
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,772,092,019
- Net assets (BOY)
- $2,396,191,704
Income & contributions
- Employer contributions
- $23,143,462
- Participant contributions
- $98,563,739
- Total contributions
- $121,878,538
- Total income / additions
- $505,526,414
Expenses & distributions
- Benefits paid
- $129,004,251
- Administrative expenses
- $620,059
- Total expenses
- $129,626,099
- Net increase / (decrease)
- $375,900,315