Employers › BJS Wholesale Club
Recordkeeping fees per participant · BJ'S Wholesale Club, Inc. 401(k) Savings Plan · plan year 2024
$47.40
Higher than 46% of the 1,697 plans $250M to 1B that report it.
= $719,451 / 15,178
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250925140914NAL0003581603001, received 2025-09-25
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250925140914NAL0003581603001, received 2025-09-25
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-25.
Administrative expenses excluding investment management, per participant
$49.45
Higher than 30% of the 2,324 plans $250M to 1B that report it.
= $750,501 / 15,178
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250925140914NAL0003581603001, received 2025-09-25
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250925140914NAL0003581603001, received 2025-09-25
Administrative expenses per participant
$54.85
Higher than 24% of the 2,405 plans $250M to 1B that report it.
= $832,524 / 15,178
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250925140914NAL0003581603001, received 2025-09-25
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250925140914NAL0003581603001, received 2025-09-25
Administrative expenses as a share of assets
0.126%
Higher than 76% of the 2,407 plans $250M to 1B that report it.
= $832,524 / $661,051,435
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250925140914NAL0003581603001, received 2025-09-25
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250925140914NAL0003581603001, received 2025-09-25
Employer contributions per participant
$997
Higher than 7% of the 2,457 plans $250M to 1B that report it.
= $15,127,889 / 15,178
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250925140914NAL0003581603001, received 2025-09-25
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250925140914NAL0003581603001, received 2025-09-25
Employer share of total contributions
21.1%
Higher than 19% of the 2,459 plans $250M to 1B that report it.
= $15,127,889 / $71,662,804
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250925140914NAL0003581603001, received 2025-09-25
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250925140914NAL0003581603001, received 2025-09-25
Plan terms are described in BJS Wholesale Club Inc's SEC filings: Form 10-K filed 2011-03-28. No term could be quoted from them with the required precision.
2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · 2F ERISA 404(c) plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250925140914NAL0003581603001, received 2025-09-25
| Field | Value | Source |
|---|---|---|
| Plan sponsor | BJ'S WHOLESALE CLUB INC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250925140914NAL0003581603001, received 2025-09-25 |
| Plan name | BJ'S WHOLESALE CLUB, INC. 401(K) SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250925140914NAL0003581603001, received 2025-09-25 |
| Sponsor EIN / plan number | 04-3360747 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250925140914NAL0003581603001, received 2025-09-25 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250925140914NAL0003581603001, received 2025-09-25 |
| Sponsor location | MARLBOROUGH, MA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250925140914NAL0003581603001, received 2025-09-25 |
| Industry (business code) | 453990, Retail trade | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250925140914NAL0003581603001, received 2025-09-25 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250925140914NAL0003581603001, received 2025-09-25 |
| Filing received | 2025-09-25 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250925140914NAL0003581603001, received 2025-09-25 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250925140914NAL0003581603001, received 2025-09-25 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250925140914NAL0003581603001, received 2025-09-25 |
| Participants, beginning of year | 34,768 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250925140914NAL0003581603001, received 2025-09-25 |
| Active participants | 34,191 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250925140914NAL0003581603001, received 2025-09-25 |
| Participants, end of year | 37,391 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250925140914NAL0003581603001, received 2025-09-25 |
| Participants with an account balance | 15,178 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250925140914NAL0003581603001, received 2025-09-25 |
| Total assets, beginning of year | $584,534,640 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250925140914NAL0003581603001, received 2025-09-25 |
| Total assets, end of year | $661,051,435 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250925140914NAL0003581603001, received 2025-09-25 |
| Net assets, end of year | $661,051,435 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250925140914NAL0003581603001, received 2025-09-25 |
| Total income | $150,939,648 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250925140914NAL0003581603001, received 2025-09-25 |
| Net income | $76,516,795 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250925140914NAL0003581603001, received 2025-09-25 |
| Employer contributions | $15,127,889 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250925140914NAL0003581603001, received 2025-09-25 |
| Participant contributions | $46,547,736 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250925140914NAL0003581603001, received 2025-09-25 |
| Other contributions (incl. rollovers) | $9,987,179 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250925140914NAL0003581603001, received 2025-09-25 |
| Total contributions | $71,662,804 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250925140914NAL0003581603001, received 2025-09-25 |
| Benefit payments | $73,452,602 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250925140914NAL0003581603001, received 2025-09-25 |
| Total expenses (incl. benefit payments) | $74,422,853 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250925140914NAL0003581603001, received 2025-09-25 |
| Total administrative expenses | $832,524 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250925140914NAL0003581603001, received 2025-09-25 |
| Contract administrator fees | $600 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250925140914NAL0003581603001, received 2025-09-25 |
| Recordkeeping fees | $719,451 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250925140914NAL0003581603001, received 2025-09-25 |
| IQPA audit fees | $30,450 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250925140914NAL0003581603001, received 2025-09-25 |
| Investment advisory and management fees | $82,023 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250925140914NAL0003581603001, received 2025-09-25 |
| Administrative expenses excluding investment management | $750,501 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250925140914NAL0003581603001, received 2025-09-25 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250925140914NAL0003581603001, received 2025-09-25 |
| Held in common/collective trusts | $496,587,338 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250925140914NAL0003581603001, received 2025-09-25 |
| Held in mutual funds | $109,730,699 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250925140914NAL0003581603001, received 2025-09-25 |
| Independent auditor | CLIFTONLARSONALLEN LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250925140914NAL0003581603001, received 2025-09-25 |
Position = column in the DOL layout for form year 2024. Filing 20250925140914NAL0003581603001, received 2025-09-25.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees | $720,051 | yes |
| ROCATON INVESTMENT ADVISORS, LLC | INVESTMENT ADVISOR | 27 Investment advisory (plan) | $68,703 | no |
| CLIFTON LARSON ALLEN LLP | ACCOUNTANT/AUDITOR | 10 Accounting (including auditing) | $30,450 | no |
| STRATEGIC ADVISORS, INC. | ADVISOR | 27 Investment advisory (plan) | $13,320 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250925140914NAL0003581603001, received 2025-09-25.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $584,534,640 | $661,051,435 | 13.1% |
| Participants with a balance | 15,293 | 15,178 | -0.8% |
| Administrative expenses | $739,285 | $832,524 | 12.6% |
| Recordkeeping fees per participant | $40.78 | $47.40 | 16.2% |
| Employer contributions | $14,495,615 | $15,127,889 | 4.4% |
Prior filing 20240930152836NAL0002730211001, received 2024-09-30; the plan years are contiguous.
Sponsor name as filed: BJ'S WHOLESALE CLUB INC; SEC registrant: BJS WHOLESALE CLUB INC (CIK 1037461, matched by EIN).