Search public Form 5500 filings

Filters & tools • active

Investigation panel

Clear

21 results

Sort:Relevance Latest filing year Largest assets Most participants Highest provider compensation

Filters:EIN 710415188 Clear all

Companies

companyWalmart, Inc.
$42.6Breported plan assets
EIN: 71-0415188Location: ARPlans: 6Participants: 3,697,207Latest: 2023
View company financial profile →

Plans

planWalmart 401(K) PlanFinancial statementProvider compensation2023 filing
$41.5Breported assets (EOY)
Sponsor: Walmart Inc.EIN: 71-0415188Plan: 003Participants: 1,881,721Assets: $41,538,754,799Net assets: $41.5BAssets / participant: $22.1KLocation: Bentonville, ARLatest: 2023
View financial statement →
planWalmart Inc. Associates' Health And Welfare PlanFinancial statementProvider compensation2023 filing
$890.1Mreported assets (EOY)
Sponsor: Walmart Inc.EIN: 71-0415188Plan: 501Participants: 1,620,890Assets: $890,109,833Net assets: $71.9MAssets / participant: $549Location: Bentonville, ARLatest: 2023
View financial statement →
planWalmart Puerto Rico 401(K) PlanFinancial statementProvider compensation2023 filing
$139.1Mreported assets (EOY)
Sponsor: Walmart Inc.EIN: 71-0415188Plan: 004Participants: 12,325Assets: $139,098,041Net assets: $139.1MAssets / participant: $11.3KLocation: Bentonville, ARLatest: 2023
View financial statement →
planJet.Com Retirement TrustFinancial statement2023 filing
$4Mreported assets (EOY)
Sponsor: Walmart Inc.EIN: 71-0415188Plan: 006Participants: 553Assets: $3,957,535Net assets: $4MAssets / participant: $7.2KLocation: Bentonville, ARLatest: 2023
View financial statement →
planWalmart Inc. Texas Injury Care Benefit Plan2023 filing
Sponsor: Walmart, Inc.EIN: 71-0415188Plan: 502Participants: 176,809Assets: not reported in the loaded datasetLocation: Bentonville, ARLatest: 2023
View plan profile →
planWalmart Inc. Wyoming Workers' Compensation Benefits Plan2023 filing
Sponsor: Walmart Inc.EIN: 71-0415188Plan: 550Participants: 4,909Assets: not reported in the loaded datasetLocation: Bentonville, ARLatest: 2023
View plan profile →

Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
View provider analytics →
providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
View provider analytics →
providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
View provider analytics →
providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
View provider analytics →
providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
View provider analytics →
providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
View provider analytics →
providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
View provider analytics →
providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
View provider analytics →

Filings

filing2023 Form 5500 — Walmart 401(K) Plan
Sponsor: Walmart Inc.EIN: 71-0415188Plan: 003Ack ID: 20241017130927NAL0016357411001
filing2023 Form 5500 — Walmart Puerto Rico 401(K) Plan
Sponsor: Walmart Inc.EIN: 71-0415188Plan: 004Ack ID: 20241017130108NAL0063675474001
filing2023 Form 5500 — Jet.Com Retirement Trust
Sponsor: Walmart Inc.EIN: 71-0415188Plan: 006Ack ID: 20241002141202NAL0004866803001
filing2023 Form 5500 — Walmart Inc. Associates' Health And Welfare Plan
Sponsor: Walmart Inc.EIN: 71-0415188Plan: 501Ack ID: 20241015212802NAL0017245107001
filing2023 Form 5500 — Walmart Inc. Texas Injury Care Benefit Plan
Sponsor: Walmart, Inc.EIN: 71-0415188Plan: 502Ack ID: 20240827083639NAL0010375265001
filing2023 Form 5500 — Walmart Inc. Wyoming Workers' Compensation Benefits Plan
Sponsor: Walmart Inc.EIN: 71-0415188Plan: 550Ack ID: 20240827084802NAL0010673857001